software CRM Module

This email application directly integrates with Interprise Suite and automatically copies all incoming and outgoing emails of shared contacts giving the enterprise a complete sharable history of all email correspondence. As users move between different computers, they still have access to their entire email history.

Interprise Suite includes a comprehensive Microsoft Word? compatible word processor. This word processor is data aware allowing you to create merge documents faster and easier than what is possible in a separate stand alone system. Documents can easily be added to the template library allowing it to be shared throughout the enterprise.

Based on the CRM wave concept where campaigns are executed in multiple waves, you can develop fax, e-mail, call and direct mail campaign waves to ensure the success of your campaign. Wave types can be mixes within the same campaign allowing you to send first an email wave, then follow-up with a second phone call wave several weeks later. Campaigns can be linked to sales opportunities and orders allowing you to monitor the success of your activities.

Sales opportunities can be created for prospects and customers while sales forecasts can be entered based on the latest sales quotations. Incoming and outgoing faxes, emails and activities, can be associated with a particular sales opportunity allowing you to view all opportunity related information. A graphical opportunities dashboard brings all your opportunity information together allowing you to quickly spot trends and develop more profitable selling strategies.

Your sales team can quickly and easily create entity based activities (customers, suppliers, prospects, contacts) and non-entity based activities. Activities can be marked private or shared at the team or company level. Interprise Suite includes the tools needed to better manage time.

Interprise Suite takes a comprehensive approach to lead and prospect management. Designed around a lead >prospect >customer approach, Interprise Suite allows your sales team to qualify incoming leads, converting them to prospects and optionally creating sales opportunities in just a single step. Sales quotes can be created for prospects ensuring that your customer list only contains customers. When sales quotes are accepted they can be turned into orders while the prospect is turned into a customer. Directly from a lead, prospect or customer file you can create activities, send emails, make quotations, send faxes and more.

The calendar dashboard with fly-out panels gives you instant access to the activities, to-do's, meetings and scheduled phone calls of you and your teams.

CRM, the most integral tool of a sales team, is now one of the most powerful modules in Interprise Suite. As soon as an order is placed, an invoice is paid, or a is fulfilled, the information is immediately reflected in CRM giving your sales team up to date activities, opportunities and marketing results. Your company will soon find its way to better and more efficient customer service and relations. Sales will increase by automating key aspects of your company's selling cycle and by managing and tracking all aspects of your sales campaigns.

CRM Module