Turning customers into profits.

Manage the ‘top line’ of your business - sales. From customer lists and preferences, through marketing programs and expense management, to sales and revenue management, SMB CRM is your subscription to new revenue.

SMB CRM is built on the industry-standard and powerful Microsoft Dynamics CRM platform – adapted to the unique needs of small and medium business…and your requirements. With SMB CRM you have a complete ‘end-to-end’ view of your marketing, prospects, customers, sales pipeline, revenue, and customer satisfaction – all in one easy, safe, and affordable solution.

Problems Solved by SMB CRM

• Inadequate sales processes and sporadic pipeline management
• No customer insight and lower loyalty
• Overspending on marketing
• Inconsistent revenue and sales activities

Benefits of SMB CRM

• End-to-end management of marketing, sales, and your customer
• Lowered cost of marketing
• Better sales accountability and performance management
• Higher customer loyalty and spend

CRM Essentials

This offering contains the necessary components to manage and grow sales and marketing in a small and medium business. Full of functionality and integration, CRM Essentials represents your ‘starting point’ for easy, safe, and affordable sales and marketing technology.

• Sales Force Automation

  Streamline and automate sales processes, interconnect sales information with MS Outlook, get control of your sales/opportunity pipeline, grow revenues, and gain valuable customer insight for better targeting and higher close ratios.

• Customer Support

  Quickly manage and solve customer support cases/issues. Mine service history to better tune your services offering. Head off challenges before they become bigger issues. Grow customer satisfaction and loyalty.

• Outlook Client Integration

  Drill through, from Outlook, into customer and contact information, leads and opportunities, and communicate with prospects/customers better.

CRM Premier

This offering builds on “CRM Essentials” bringing additional functionality, integration, and adaptability as your business demands. The next level of automation, marketing oversight, and taking care of your customers.

• Basic Workflows

  Consistently execute key sales and business processes, reduce redundancy and error, build new or modify existing processes via easy to use graphical interface.

• Marketing Management

  Manage and track marketing programs, link marketing activities to pipeline and revenue, measure marketing effectiveness and ROI for better and more targeted spend. Integrate marketing information and expenses into financial system for end-to-end view of marketing.

• Service Management

  Increase customer service quality through complete service management – from contact through resolution. Share knowledge base for faster resolution. Utilize reports and catalogs for better service and cross-/up-selling opportunity.

Advanced Modules

For the most sophisticated, complex, or demanding small and medium business, each SMB Suite Advanced Module bring the highest level of functionality, integration, business capability, and alignment to your most exacting business requirements. Advanced Modules can be added to either the Essentials or Premier SMB CRM solutions.

• Advanced Workflows

  Further clarify key business processes, enforce policy and procedures through strict business rules, and use escalation capability for quick resolution, and business alerts to keep sales and service people in front of customer problems.

• Analytics/Dashboards

   

• Business Alerting

  Input goals and information you wish to track and let the system notify you of key events, actions, workflows, customer activity, shipments, collections, or whatever you wish. Alerts delivered to you, where you need them.

• Integration: 3rd Party Applications

   

• Integration: Microsoft Dynamics GP

  Connect key CRM data to company financials, get a 360 degree view of sales, inventory, customer collections, and client management.

• Mobile Solutions

  Get out of the office without leaving functionality and information behind. Access key CRM information and conduct transactions from a variety of mobile devices. Stay informed and manage your business no matter where you are.

• Microsoft Exchange Integration

  Connect all customer/service related communication to your SMB CRM. Stay connected; control your contacts and incoming/outgoing mail.

• Product Catalog and Price Lists

  Create your own custom catalogs and price lists from business information. Apply differing units of measure, discount, kitting, and complex pricing options. Give the salespeople and customers the information they need to buy from you.

• Quotes, Orders, and Invoicing

  Transform your sales order processing. Provide sales with a simple, easy to use, tool for quoting, taking orders, and creating invoices. Reduce error, gain visibility into process stages, and integrate data for seamless financial accountability and reporting.