Find and keep more customers!
A great CRM will take you a long way. Taking care of your customers is business 101, and selling to new ones is the only way to growth. With sales and customer service, it’s all about making the client feel like they’re the only one. It takes superhuman powers to remember everything about every company, turn it into an action item, and follow through. Not anymore! Let no detail go unnoticed without action!
Ask yourself:
What is your salesman up to? When was the last time that lead was contacted? What is your sales process? Who is in charge of listening to customers? What are they saying about you? What did that customer say 4 months ago? Does feedback go unheeded? Are you aware of everything going on in your company?
Features:
- Multi customer type supported (person, customer, customer contact)
- Intelligent quick search customers, people, and company contacts from any page for quick finds
- Multi user type status filtering including logo search narrows lists quickly
- Live table company lists narrow results as user inputs new data
- Click to call with integrated browser phone support (requires third party account like Skype)
- Click to email quick communication from company pages
- 1 click email generation for email campaigns and mass communications
- 1 click customers export
- Customizable triggers notify employees of important events and assign tasks to take care of your customers
- Unlimited robust tag system with advanced and basic search quickly groups and filters key groups of customers for targeted efforts
- Search available tags as you type
- Create new tags on the fly
- Quick pop down options on hover over customer quickly get you to where you want to go
- Customer portal pages allow customer service reps to land within seconds of the call and access all needed information from one spot
- Flexible online payment methods
- Search and filter orders per customer from the portal page
- See who is working on tasks for a company and assign tasks about a company to ensure proper attention
- Detailed employee notes for each customer can be reviewed in real time as sales, production, admin, etc collaborate on current issues
- Data is instantly available in a quick look page to quickly catch up on current happenings of every customer
- Tags instantly group concerns and groups for easy identification and service
- Quick info lookup links to Google maps for satellite views
- Organize and attach files and external links and information for integrated customer information
F.A.Q:
What if I have a small company, do I really need these tools? Even if you only have 1 customer and 1 employee, you’ll appreciate the organization you’ll gain.
If I update something from one spot does everyone see it? Yes. That’s the beauty of cloud computing, and it is the new way of doing business.
Can more than 1 person update a company at once? Yes. It’s a very powerful concept.
