The Real Customer Centric CRM
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Easily import prospects files with column matching tool.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Activities and Calls Management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity’s chatter with predefined actions. Track, log and analyse the activities of your team.
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities, enabling more powerful analysis of pipeline – e.g. Lost ratio per stage. Manual archiving of other opportunities.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Customize your pipeline by adding description on stages.
Log calls in just a few clicks.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Get all information right into the opportunity: mails, meetings, next actions, preceeding orders, etc.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Convert quotations into sales orders in one click.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Phone Calls Analysis
Get statistics about your sales communication.
Group sales by any category such as product type, salesperson, country, and sales team.
CRM Quotes That Inspire
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.”
“How you gather, manage and use information will determine whether you win or lose.”Bill Gate
“Successful CRM is about competing in the relationship dimension. Not as an alternative to having a competitive product or reasonable price- but as a differentiator. If your competitors are doing the same thing you are (as they generally are), product and price won’t give you a long-term, sustainable competitive advantage. But if you can get an edge based on how customers feel about your company, it’s a much stickier–sustainable–relationship over the long haul.”
Dissatisfied customers communicate with 7-10 people while a satisfied customer will recommend a company to 3-4 of their friends.
“Customer retention obviously has profound implications for all businesses:
Finding a new customer costs from three to seven times more than keeping an existing one, and for many large companies, up to 95% of profits come from long-term customers.”PriceWaterhouseCoopers
“The impact on an organization can at times be subtle and distributed throughout the enterprise… Cost savings and productivity enhancements can be seen in saving a sales person 20 minutes per week in writing activity reports, or answering four times the volume of web-based service requests in the same amount of time.”Mary Wardley
“80% of tradeshow leads are never followed up.”Center for Exhibition Industry Research (CEIR)
“The absolute fundamental aim is to make money out of satisfying customers.”Sir John Egan
“This new customer-focus approach to business has evolved in the past few years, because retaining the customer is cheaper than acquiring a new one.”
“Said another way, you can succeed with CRM by being SMART: Define a customer-centric Strategy; use appropriate Metrics; ensure your organization is Aligned with your objectives; Redesign work processes as needed; and use appropriate Technology tools as enablers. But it all starts by putting your customers first and creating a better relationship with them than your competitors offer.”Bob Thompson
“By failing to prepare, you are preparing to fail”.Benjamin Franklin
“On average, sales and marketing costs, on average, from 15%-35% of total corporate costs. So the effort to automate for more sales efficiency is absolutely essential. In cases reviewed, sales increases due to advanced CRM technology have ranged from 10% to more than 30%.”Harvard Business Review
“The average time a sales representative spends on sales: 47%; on administrative tasks; 39%.”Selling Power Magazine
“1% of repeat purchases are made out of indifference and not out of loyalty.”
“The big benefit of CRM is the visibility of everything relating to customers going on in your company. If you want to provide a better service to your customer, you have to be able to manage everything from complaints to sales opportunities.”
“You don’t close a sale; you open a relationship, if you want to build a long-term, successful enterprise.”Patricia Fripp
“15% of customers defect due to technical quality reasons; a further 15% leave because of price and the remaining 70% leave because contact from the old suppliers personnel was “poor in quality.”