Close relationship with your clients is just as essential as knowing your pipeline and tracking opportunities.
This information is a CRITICAL ASSET of your company that sales and customer service teams gather at each interaction. A CRM ensures not only the quality of service you target is measured, but also that your business owns the relationship thru the natural evolution of personal and client contacts.
- Improve customer service
- 360-degree view
- Team approach to sales
- Manage marketing
Sales Automation
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.
Integrated Marketing
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources; send branded email offers. Track the best channels for qualified leads.
Service & Support Automation
Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies. Ensure accurate billing through financial module integration.
Customer Self-Service Portal
Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.
Native or 3rd Party CRM Integration
Native built-in OR integrate with your current CRM such as Salesforce, SugarCRM and others.
Additional Features
- Reporting, Dashboards, and Data Analysis Toolkit
- Advanced Inventory
- Project Cost Tracking
- Advanced Billing
- Production Management
- Advanced Planning & Scheduling Software