Software Modules

Sales & Marketing

Enables you to immediately boost the profitability of your organization by increasing revenues and reducing operational costs.

Forecast revenues accurately. Track every lead. Follow each deal through the pipeline. Understand where bottlenecks occur and why. Stay on top of key sales metrics that determine your organization's success— such as sales pipeline, forecasting, and performance over competitors with instant access to standard and customized reports.

Easily track the effectiveness of individual initiatives and long-term, integrated marketing campaigns. Know precisely where to find your most highly qualified leads. Keep your finger on the pulse of demographic and market trends affecting your business with instant access to standard and customized reports.

Forecast revenues accurately

Because the sales pipeline is completely transparent and continually updated in real time, everyone in your organization — including field sales, manufacturing, purchasing, and corporate executives — possess a clear, reliable understanding of near-term future events, and can focus their resources accordingly.

Close more deals

Complete visibility into your sales process enables each member of your sales team to know precisely what the others are working on, so they can collaborate to transform sales prospects into profitable customers. Teams across your organization can effectively work together to close accounts by scheduling events, assigning tasks, coordinating meetings, flagging new opportunities, and updating client files on every account.

Seize all sales opportunities

Every lead is immediately recorded, automatically routed to the right person, and tracked through the pipeline in real time, no opportunity is ever missed, and no competitive challenge goes unnoticed. Because leads are captured, recorded, and routed to the appropriate person whether they come from your Web site, telephone, or other source, you never miss a single sales opportunity, and you always know your best sources for finding highly qualified prospects. You are assured the handoff to sales is flawless and you never miss a single sales opportunity.

Enable collaborative and consistent customer management

Real-time, company-wide access to detailed account data enables you to facilitate collaboration between sales, customer service & support, and marketing personnel. With instant access to all communication, including email, notes, calls, resolutions, and more, you can collectively manage customer relationships across your entire organization.

Recognize "Big Picture" market trends

It's so easy to review, "slice and dice," or otherwise analyze current and historical sales data that you immediately spot changes in customer behavior or shifts in key market indicators. Armed with a comprehensive contextual view of both past and current events, your sales organization naturally responds to evolving customer needs.

Measure and maximize campaign effectiveness

You can justify your sales and marketing expenditures and continually improve the effectiveness of all your marketing activities by leveraging detailed tracking, reporting, and analytical tools that give you precise measurements of the success of everything from a single radio spot to a year-long multi-media campaign.

Optimize your market segmentation

Systematic list management capabilities enable you to segment customers into identifiable groups and deliver a unique marketing message to each group. Lists are easily exported for sharing with direct mail houses and partner agencies. You can rapidly facilitate customer communications, lead cultivation, and cross-sell / up-sell campaigns by delivering personalized messages directly to the inboxes of targeted customers or prospects. By giving sales and marketing professionals access to a growing stable of standard, customizable templates, you can ensure that email messaging is consistent with marketing communication strategies.