Always Accessible CRM

Customized CRM

 

CRM™ - Customized Customer Relationship Management, Marketing and Messaging

The future of CRM and Business Process solutions

Putting your customers and prospects at the center of your business is the mandate of modern marketing and customer service. We make it easy with CRM: a web based solution for always accessible CRM. As adaptable as it is scalable, CRM will quickly become the key to your business process.

Benefits

Stay in touch

Easy to use CRM Contact Manager let’s you access vital information about contacts from anywhere in the world and track all your correspondence.

Stay on top of tasks

Your entire team will always know in an instant the status of each project and each associated task.

Never deliver the wrong message to a client or prospect again

Delivering the right message at the right time is at the heart of successful marketing. CRM lets you track and view all customer communications.

Master the sales cycle

From “lead” to “follow-up purchase” our platform lets you design, manage and track each customer as they move through each step in the sales cycle.

CRM adapts to the way you do business today

Using our proprietary BIPED™ (Business In Process Enterprise Design) system, we custom fit your platform so it adapts to your business process - NOT the other way around

 Easily synch with Outlook and other Office applications

Are you and your team comfortable with MS Outlook? Then keep on using it! CRM easily syncs with most MS Office applications.

 Training and support

Your CRM Strategic representative is just a phone call away to answer your usability and functionality questions.

Grow with CRM

Far more scalable than out-of-the-box solutions, CRM has many of the features and plug-ins of Enterprise-level systems - without the hefty price tag. CRM 3 is the CRM solution for the small to medium sized business.

CRM Features

Web-enabled access

If you have access to the internet you have access to vital business data and applications. Just login. And there is no software to install: always accessible CRM. (CRM3 can also be installed on a client’s server.)

Contact Manager

Our contact manager allows you to easily organize your data the way you want it.

“Cradle-to-grave” customer and internal communications tracking means you’ll always know the history of all communications with each contact.

  • Home page screen shows all your current tasks and projects
  • Customize fields to fit your business
  • Change, move or delete any existing fields
  • Add new tabs or change tab labels to track additional information about each contact
  • CRM screens refresh as you make edits so you can view changes as you go, and easily undo any unwanted changes
  • Log a history of completed tasks/meetings/e-mail for every contact
  • Track your completed activities
  • Add notes to your contacts, build lists, assign and attach tasks.
  • Assign access permission to individual contacts and contact elements.
  • Manage your contacts individually or in a group for account-based activities
  • Keyword search - platform-side or within a specified field

 

Task Manager and Calendar

Assign and receive tasks to and from every member of your team.

  • View and print your and your team's schedule by day, week or month
  • Set reminder alarms so you never forget appointments and tasks
  • Schedule recurring events
  • Avoid scheduling conflict with calendar notifications
  • Set up an activity series/sales process to automate prospecting, follow-up and sales activities
  • Rollover incomplete activities each day
  • Synchronize your calendar with Outlook
  • View daily, weekly and monthly calendars for individuals, selected users, or the entire workgroup
  • Schedule recurring appointments
  • Search your calendar by date
  • Create time-stamped notes for every contact in Notes/History
  • Link calendar events to contact records
  • Track and prioritize upcoming meetings, and to-do items
  • Filter by task, priority and date range

 

CRM Administrator

The CRM Administrator uses a simple file tab menu to access functions that give you unprecedented control over your vital information and functions

  • Assign leads from multiple input channels to team members for follow up
  • Manage Groups - Drag and drop contacts into customized folders.
  • Survey Results – With CRM you can easily create a customer survey from a drop down menu.
  • Marketing Events – Create a file for each sales event and campaign.
  • Sales Process – Set the parameters or stages for your sales cycle. Add and delete stages and edit client profiles.
  • Billing – Monitor the A/R status of all your clients.

 

Document Manager

With the CRM Document Manager and a scanner you’ll easily attach any documents to the relevant files so they’ll always be at hand – for your whole team. If you take your business on the road you MUST have CRM .

 

On-call training and support

Meaningful training and easy to access support can be the most crucial elements for the usability of any platform. We back CRM3 with on site training and support that’s only an email or a phone call away.

For more information