CRM - Customer Resource Management

A CRM drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Impact:

• Share sales data across individuals and teams.
• Focus attention on the most profitable deals.
• Bring new sales representatives up to speed.
• Present effective presentations and proposals to customers.
• Monitor quota progress and business performance.

Marketing Automation:

A CRM closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Impact:

• Create and execute campaigns across marketing channels.
• Captures leads directly into CRM System.
• Measures return on investment of campaigns.

Underlying marketing, sales and support activities, CRM Collaboration provides capabilities to manage email within the CRM while integrating with Microsoft Outlook, schedule and track activities, manage projects, and work in offline or mobile settings. Collaboration streamlines common tasks and promotes more effective communication with employees and customers.

Impact:

• Manage schedules, calls, meetings and emails from a single location.
• Create, assign and manage key projects across teams.
• Integrate with popular applications such as Microsoft Outlook.
• Allow workers to access CRM in mobile and offline settings.

Acquiring new customers is much more expensive than selling to existing ones. With a CRM system, companies have the confidence that customer cases will be handled quickly and effectively. The system customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal. This will allow a company to stay on top with the customer needs and keep customers coming back.