What makes a great CRM?

Lead management

Capture lead information directly from your corporate website 24 hours per day! Your CRM should easily integrate with your existing website, allowing you to collect detailed information and automatically add potential clients to your sales cycle. As a result, never lose another lead while effortlessly increasing your customer list.

Sales success depends on effective lead management and the optimization of lead flow across your sales and marketing organizations. CRM helps you track prospect inquiries and seamlessly route qualified leads to the right people, ensuring sales reps get instant access to the latest prospects and leads are never dropped or lost.
Benefits:

  • Ensure no leads are lost
  • Improve responsiveness to prospect inquiries
  • Increase lead conversion rates

Details:

Website integration – Capture prospect information with your existing corporate website 24 hours per day. A new prospect record is automatically entered into your CRM when a user completes a form on your website. You are then notified of the new prospect and able to easily add them to your sales cycle.

Detailed prospect records – Build a complex record of your prospect companies, and track history notes, competitors, stock quotes, and more. Store all of your notes under the company record, or create detailed contact records and focus on individuals within the company—search records by keyword, location, and more.

Lead tracking – Maintain detailed history notes, schedule follow-up tasks, and manage custom prospect lists with a few clicks. Share your progress across the organization, or keep certain records private. Never lose sight of another client, and avoid targeting the same client as other members of your sales team.

Convert to client – After successfully developing the prospect into a client, quickly move them to the account management console to shift your focus. Maintain your relationship with your new paying customer while continuing to focus your sales efforts on prospects.

Contact management

Create detailed records of individuals within each of your prospect and/or client companies. While most CRM packages focus only on individual contacts, CRM enables you to create detailed company directories, aggregating the history notes of all contacts within the organization to a central access point. The result is fewer duplicate entries, more targeted sales, and higher closing rates.

While detailed company records are crucial, the individual contacts within those companies offer a more detailed view of the sales potential of each prospect or client. Unfortunately, most sales software fails to associate company and contact records, but CRM software offers a robust method of capturing and aggregating all info into a readily accessible format.

Benefits:

  • Capture detailed information from your contacts within target companies
  • Plan tasks and schedule events with individuals rather than associating these details with an entire organization
  • Maintain relationships with key members of departments throughout your prospect and client companies
  • Gather and manage more detailed information and increase sales success

Focus on Individuals, not just the Company – When you do business with a company, chances are you are working with one or two key individuals. Rather than storing all of your information in a generic company record, a CRM solution allows you to capture detailed notes for each contact. This allows you to maintain focused relationships with each person, enabling you to tap into multiple departments and leverage multiple partnerships. In addition, to streamline data storage, your CRM will automatically aggregate contact history and task information to the primary company record, affording you a global snapshot of account activity.

Detailed Contact Records – Build a complex record of each contact, and track history notes, future events, contact information, and more. Search records by keyword, location, and more. Create an unlimited number of contacts for each company.

Build and Maintain Relationships – Send your contacts an email on their birthday or invite them to an event based on the information you track with your CRM. Our integrated email application makes it easy, and your calendar will be auto-populated so you’ll never miss an important relationship-building opportunity!

Account management

After turning a lead into a paying client, you want to maintain the relationship. CRM ensures account management success by offering detailed scheduling, marketing, and follow-up reminders and events automatically. Never lose another client due to lack of communication.

A CRM provides your entire company a complete 360-degree view of your customers, enabling you to maintain deep knowledge on every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.

Benefits:

  • Maintain and nurture existing client relationships more effectively
  • Improve customer satisfaction levels
  • Enable information sharing across your organization, rather than storing important client data on separate computers
  • Gather and manage more detailed information and increase sales success
  • Shorten ramp-up time of new reps

Details:

Complete Account and Contact Repository – Provide online, company-wide access to all account data including contact information, customer org charts, the role that each contact is playing in your business relationship, relevant documents, partners involved in the account, and more.

Integrated Account History – Track and view all customer history in one place — including marketing campaigns, sent and received email, sales opportunities, customer service cases, and every interaction.

Maintain Relationships – Every successful salesperson knows the importance of maintaining existing relationships while building new ones. With a CRM, you can store detailed notes on each contact within your accounts, and create automated reminders to contact them on a daily, weekly, or monthly basis.

Integrated email

Send and receive emails directly from the client tracker interface. Capture and save your sales communications, and search them by keyword later. Access your corporate email account from any computer with an internet connection.

The best CRM offers an integrated email application. If you’re tired of maintaining a separate email program such as Outlook, and the copying and pasting of important communications that this requires, a CRM is perfect for you.

Benefits:

  • Improve effectiveness and productivity
  • Store all of your information in one place, instead of shifting back and forth between multiple software packages
  • Save and track any imcoming or outgoing email messages and search by keyword
  • Create new accounts directly from emails you receive
  • Access your corporate email account from any computer
  • Completely optional. Continue using your current email software if you prefer.

Details:

Email Tracking – Store and view sent and received email messages from each contact/lead/client record. Search past email by keyword. Create new contact records directly from email the first email you receive from them.

Access Your Email from Any Computer – Simply log into your CRM dashboard from any computer with an internet connection and you’ll have instant access to your email and sales data.

Create Bulk Email Campaigns – Create custom lists based on any criteria, and send a bulk email message to every contact on the list. Track the response rate directly from your CRM.

Schedule and Calendar

Maintain a detailed schedule of tasks, automatically build call lists, schedule recurring events, get alerts via cell phone and more. Never miss another sales opportunity.

The CRM calendar and scheduling system is a powerful way to manage the tasks and events that fill your day. Your schedule is automatically populated as you add notes and reminders to your contact and client records, giving you the peace of mind that you’ll never miss an important follow up call or meeting. Once an event is marked as completed, a history note is automatically added to the contact or client record, and is keyword searchable for future reference.

Benefits:

  • Add future tasks and events to contact and client records, and they are automatically added to your schedule
  • Never miss another event with real-time email, pop-up, and cell phone reminders
  • Tasks such as phone calls roll over until marked completed. Events such as meetings are scheduled for a specific date and time
  • Share schedules throughout your organization, or mark certain events as private
  • Easily add completed events to history notes for future reference

Details:

Never miss another call or meeting – It takes even the most successful sales people multiple calls to close a deal, so maintining an accurate calendar is crucial. The CRM’s streamlined scheduling process takes you through the steps of completing an event, documenting the results, adding a future task with a few clicks. Completed events are automatically stored in the record’s history notes, while future events populate the easy-to-use calendar.

Real-time alerts – When scheduling an event or task, your CRM gives you the option of receiving a reminder. If you prefer, the CRM can automatically send you a real-time reminder via cell phone, email, or on-screen pop-up. This makes it impossible to miss an event.

Hot leads

Build frequently accessed lists on the fly, and add any number of records to each. Always have your most important leads at your fingertips, accessible from the dashboard area.

CRM technology lets you easily create custom lists on the fly, allowing you to always have frequently accessed records at your fingertips. Create an unlimited number of lead lists, add an unlimited number of records to each, even add the same record to multiple customer lists.

Benefits:

  • Build lists on the fly and add records to them with a few clicks
  • Access frequently-viewed records from any CRM screen
  • The ideal complement to the CRM’s keyword search and advanced query functions

Details:

Easily Build Lists of Frequently Accessed Records – Every salesperson’s clients and contacts can be grouped into specific lists. The CRM allow you to easily create these lists, and add or remove records from them with a couple of clicks. For instance, if you sell software, you may want to classify your prospects by budget. If you have a prospect (or several prospects) with a budget of less than $1 million, you can quickly add them to your “$1 million budget” CRM, for quick access in the future.

Lead lists can be Shared or Private – Keep some lists private and shared others with your sales team. This allows you to keep your best prospects to yourself if you prefer, while building large, robust, shared lists with the others on your team.

Export for Bulk Mail or Email – Your lists can be easily exported for use in a direct mail or bulk email campaign.

Custom list builder

Build a list of contacts, leads, and/or clients based on any set of criteria, then save it for future reference or export it for a mass mailing or bulk email campaign.

The CRM’s list-building feature enables you to build lists of prospects, contacts, and/or clients based on any set of criteria. Using our advanced search technology, you can quickly identify any set of records, and save an unlimited number of lists for future reference. The CRM allows you to easily turn your lists into a powerful marketing tool by exporting your data for direct mail or bulk email campaigns.

Benefits:

  • Quickly build lists based on any criteria, including location, date range, type of record, budget, etc.
  • Save unlimited lists for future reference
  • Export lists for direct mail or bulk email campaigns

Details:

Advanced Search Helps you Focus your Efforts – Every sales person knows a major key to sales success is targeting your efforts. With the CRM’s list building function, you can create a targeted list of prospects, eliminating wasted calls. Call only the clients you’ve done business with in the past year, or just those that are in a certain zip code. Export the list and send a mass mail announcing an event or promotion specific to their interestes, increasing conversion rates and boosting sales.

Export for Bulk Mail or Email – Your custom lists can be easily exported for use in a direct mail or bulk email campaign. Traveling next month? Send a mass email to all of your prospects in that area and fill your meeting calendar. Need to get in touch with past clients who haven’t given you their business lately? Create a direct mail campaign of all the clients you worked with from 1999 to 2002. The CRM will save an unlimited amount of lists for you to maintain and update, or quickly export to use for your marketing efforts.

Mass mail

Turn your contact list into a powerful marketing tool by building a list and exporting it for a mail merge or bulk email campaign.

The CRM’s mass emailing feature allows you to build targeted lists of contacts, then export turn those lists into a direct mail or bulk email campaign. It’s never been easier to turn your data into a powerful marketing tool.

Benefits:

  • Build targeted lists and export with a few clicks
  • Save time and money by building and distributing your own marketing lists
  • Send bulk email directly from the CRM’s integrated email application and track the results

Details:

Turn Your Sales Data into a Powerful Marketing Tool – You spend a lot of time collecting detailed prospect and client data, why not use it for more than sales? With the CRM’s mass mail/email function, you can easily query your data based on any set of criteria, export that list, then turn it into a targeted direct mail or bulk email campaign. The greatest way to compliment your sales efforts is to inject a marketing campaign into your sales cycle. With a CRM it’s only a few clicks away.

Export for Bulk Mail or Email – Your custom lists can be easily exported for use in a direct mail or bulk email campaign. Traveling next month? Send a mass email to all of your prospects in that area and fill your meeting calendar. Need to get in touch with past clients who haven’t given you their business lately? Create a direct mail campaign of all the clients you worked with from 1999 to 2002. The CRM will save an unlimited amount of lists for you to maintain and update, or quickly export to use for your marketing efforts.