Toll Free: 877-222-1707
Local: 602-424-0914

Customer Relationship Management Software

Essential tools that help you win and retain customers.
What is Customer Relationship Management software?
Customer Relationship Management (CRM) software measurably improves your communication and sales interactions with your customers as well as your colleagues.

CRM software stores customer information in a database that can be accessed by salespeople, managers, and those involved in customer service, with the goal of keeping customers interested in your products and services.

On the customer front, CRM software is an invaluable asset that helps you both discover and develop customer value and then take advantage of sales opportunities when they arise.
 
  • Improve customer service thereby increasing customer loyalty and retention
  • Track prospects as they evolve into a customer
  • Analyze customer purchases and buying behavior
  • Identify those who are likely to be repeat customers
  • Run one-to-one marketing campaigns to promote your products and services to customers based on their needs

Our CRM software runs as a web-based application that ties directly to your website allowing your customers to more easily communicate with you and interact with your campaigns.  In essence, CRM software allows you to analytically identify opportunities that are beneficial to you and your customers.

Features
Sales Force Automation
Sales Force Automation (SFA)
Streamline your sales process, including interactions with prospects.
  Document and Asset Management
Document and Asset Management
Share sales letters, proposals, contracts, and other documents as well as marketing assets.
 
Contact Management
Contact Management
Add and manage profiles for prospects, customers, colleagues, partners, and networking contacts.
  Order Management
Order Management
Manage order processing as well as financial processes such as creating estimates and invoices.
 
Sales Lead Tracking
Sales Lead Tracking
Capture or manually import leads and route them to the selected salesperson.
  Campaign Management
Campaign Management with Analytics
Run one-to-one sales campaigns and accurately measure success and profits.
 
Task Management
Task Management
Schedule and manage appointments with automated alerts and reminders.
  Email Marketing
Email Marketing
Communicate by email with prospects and customers using template-driven sales letters, newsletters, and more.
 
Product Management
Product Management
Update and access product and service information with sales and marketing documentation.
  Customer Support
Customer Support
Manage and respond to customers’ issues by accessing centralized data and helpful knowledge.
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How to get started
The first step is to schedule a consultation to introduce ourselves and understand your specific needs and goals.  Please fill out the form to the left to initiate a consultation.

To schedule a consultation over the phone please call us at 877-222-1707.

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