Our integrated CRM is a web-based application which means that you can access it from anywhere in the world using only a web-browser. With no software to install on your machine, the latest features are available to you the moment they become available.

Reporting

Managers can monitor business performance across customer segments, marketing campaigns, sales opportunities and customer satisfaction levels. Charts can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying the reports is that actual data, so managers can drill down and explore the opportunities shaping the entire business.

Impact

• Segment prospects and customers based on attributes that drive your business
• Benchmark campaigns to understand which efforts produce the most revenue
• Roll-up and analyze sales opportunities across your organization
• Simplify views of complex business data relationships through effective charts
• User selected dashboard for tracking what is important to their business

Multi-Channel Marketing

Our integrated CRM closes the loop between marketing activities and deal signings. Manage leads from multiple marketing campaigns, build and track marketing campaigns, manage multiple email marketing offers, and ensure marketing and sales reps have to up-to-date information necessary to close the deal. With CRM, companies are more confident about how their marketing dollars are spent and how campaign activities drive the top-line.

Impact

• Close the gap between lead generation and deal closure
• Segment customers to target the right customer set with the right message
• Generate and monitor campaigns across all customer channels
• Create web form pages for lead capture
• Understand which campaigns are effective through customizable ROI reports and dashboards

Sales Management

Our integrated CRM drives sales performance by allowing sales representative to track and share opportunities, manage and upsell into existing accounts, coordinate activities across teams, monitor pipeline stages through dashboards, 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

Customer Support

Acquiring new customers is much more expensive than selling to existing ones. With CRM customer support, companies have the confidence that customer cases will be handled quickly and effectively. The customer support centralizes customer service requests across channels to allow companies to diagnose bugs, share knowledge, assign and escalate customer issues to resolution. Better customer support with CRM drives repeat sales and lasting customer relationships.

Impact

• Centrally manage and share all customer service issues
• Understand frequency of incidents to improve product quality
• Share information across individuals and teams
• Measure the responsiveness of customer support

Collaboration

Underlying marketing, sales and support activities, CRM collaboration provides capabilities to manage activities and projects, share documents, and integrate third-party information into CRM with content syndication. The 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 and associated tasks
• Manage and share internal and customer-facing documents
• Integrate third-party information directly into CRM
• Share information to partners and customers

Tools and Administration

The integrated CRM tools and administration allow managers to quickly customize the application to fit unique business demands. Change a field, tab or the layout with a simple drag-and-drop user interface. Design workflow processes within your organization to streamline the information flow within your organization. Access Control Levels allow information to be shared or restricted based on user profile, role or team.

Impact

• Simple drag-and-drop user interface for easy customization
• Streamlined business processes to match business requirements
• Reveal information based on user role and profile
• Add additional modules based on your company needs
• Integrate CRM across multiple core systems