LogicBox for CRM

Overview

With LogicBox for CRM, we take the standard CRM modules and customize them for your business. Then we incorporate the key processes and workflows that make your business special. The result is a single, integrated system that increases operational efficiency and streamlines your business.
Most companies have unique - and even proprietary - processes in some of these areas: Quote & Order Management, Fulfillment, Program & Project Management, Procurement, Portfolio Management, Call Center & Help Desk, Payments & Commissions, HR Management, Inventory Management and Service Delivery, just to name a few! Let us know what makes you special and we will integrate that in with your customized version of the standard CRM functions below!
LEAD AND OPPORTUNITY MANAGEMENT
▪ E-Marketing processes to capture web leads.
▪Create and manage lead lists. Assign to sales reps and create tasks such as e-mailing, calling, or setting up appointments.
▪ Convert Lead to a Prospect and create sales Opportunities.
▪ Close the sale and move Opportunity through review and approvals.
 
QUOTING, INVOICING AND ECOMMERCE
▪ Create Opportunity proposals based on how you do business.
▪ Process and deliver invoices fast.
▪ Process credit card and other payment transactions as an integrated part of the workflow.
 
PRODUCT AND PRICE LISTS
▪ Create and manage product, part, support, and service items.
▪ Create catalogs with multiple price tiers and commissions structures.

360 DEGREE ACCOUNT MANAGEMENT
▪ Manage customer and partner profiles and relationships.
▪ Create and manage multi-tier partner ecosystem and referrals.
▪ Dashboard views with quicklinks and easy access to account histories.
▪ Manage contacts, interactions and notes.
▪ Mark notes high-priority making them appear when you need the information most.
▪ Create and manage account tasks.
▪ Custom record types that are unique to your business.
 
SUPPORT AND CASE MANAGEMENT
▪ Document customer problem and link to customer account or sub-record (like a Contact).
▪ Assign case to appropriate technical support rep.
▪ Assign priority levels, deadlines and track progress.
▪ Integrate customer notifications and internal alerts.
 
MARKETING AUTOMATION
▪ Campaign planning, budgeting, creation and execution.
▪ Associate sales with a marketing campaign or promo codes and view real-time success metrics.
▪ Understand which partners are helping your business grow.
▪ Email blasts. Easy mailing label print outs.
 
REPORTING AND ANALYTICS
▪ Historical, current, and predictive views into the performance of your business.
▪ Robust graphical reporting and Dashboard Views.
▪ Powerful analytics – Daily briefs. Sales reports. Customer reports. Partner reports. Marketing Reports. Financial and transactional reports.
▪ Manage employee commissions and partner compensation via custom reports

Benefits

AUTOMATE EVERYTHING
No more system silos and manual processes. Include key workflows in your CRM and tightly integrate with needed legacy systems.

INCREASE SALES
With custom CRM functions and modules that automate the worflows that make your company special - position your business to take off!

MAXIMIZE YOUR LEAD AND REFERRAL SOURCES
Know where your leads are coming from and have a logical way to track campaign performance and partner relationships.

HAVE HAPPIER CUSTOMERS
Enhanced customer satisfaction and retention due to empowered sales reps, efficient case routing and full customer service histories.

NO TECHNOLOGY HEADACHES
Cloud-Delivered solution so you can focus on your business.

LOGICBOX GROWS WITH YOU
Be it 5 or 50 employees, scale your business seemlessly and affordably.