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
