CRM Development

Improve Lead Quality

Customer relationship management (CRM) is a widely implemented model for managing a company’s interactions with customers, clients, and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. The overall goals are to find, attract, and win new clients; nurture and retain those the company already has; entice former clients back into the fold; and reduce the costs of marketing and client service. Customer relationship management describes a company-wide business strategy including customer-interface departments as well as other departments. Measuring and valuing customer relationships is critical to implementing this strategy.

Focus your time and resources on quality leads that convert, not ones that don't. 

  • Capture higher quality leads with integrated web-to-CRM forms that encourage your site's most convinced visitors to provide their contact information.
  • Qualify leads faster with easy-to-create mass email marketing campaign tools. Educate your leads and contacts about products, services, deals, and much more.
  • Learn common characteristics of high-value customers using custom reports and analytics, use custom filters to find leads that share these characteristics and spend more time nurturing them.

Build an Effective Sales Process

Turn a higher percentage of your leads into paying customers by increasing sales efficiency and improving customer confidence.

  • Workflows automate your sales process, improving the consistency and effectiveness of tasks like follow-up reminders, report generation, and task creation and delegation.
  • Great email campaigns can automate the lead qualification process. Customize email templates, define triggers, contact lists and other parameters to ensure that leads automatically get the right information at the right time.
  • Reports provide better oversight of salespeople and pipelines, meaning fewer surprises, more tailored guidance, better goal completion, and improved client relationships.

Improve Salesperson Productivity

Salespeople are the pillars of any sales organization and are the driving force behind company revenue. Provide them with an impressive array of tools and resources to help them perform more effectively.

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  • Configurable workflows can automate repetitive tasks such as assigning leads, tasks, and much more to salespeople based on provided rules
  • Aggregation of records enables salespeople to spend less time browsing and more time selling - customer interactions, deal information, emails, and data are all accessible in one place
  • Mobile applications enable your salespeople to access their records on the fly, even without an internet connection, so that they're never cut off from the action
  • Role-based hierarchies eliminate clutter and enable salespeople to focus on their own tasks and customers
  • Complete integration with conventional tools like Microsoft Outlook increases makes the process of adapting to CRM much simpler and more enjoyable
  • Built-in CRM chat encourages collaboration and improved communication amongst team-members

Understand Your Business

Powerful reports build on customer, salesperson, and interaction data enables a better management decision making and a greater potential for improvement.

  • Save time by and scheduling reports with formulas, charts and other complex features to run automatically.
  • Analytics and formulas help you understand how your business, its resources and processes are performing.

Better Customer Retention

As your products and services evolve, be ready to know which of your previous customers can benefit from new services or products that you provide.

  • Schedule followup dates to ensure that followups are performed with repeat customers
  • Build reports to track current customers to understand where future sales opportunities might exist

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