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CRM

CRM, the most integral tool of a sales team, is now one of the most powerful modules in Interprise Suite. Put yourself in a world where data and information flows from all the various modules in and out of CRM. As soon as an order is placed, an invoice is paid, or a shipment is fulfilled that information is immediately reflected in CRM giving your sales team up to date activities, opportunities and marketing results.

Companies can rely on Interprise Suite's CRM Module's powerful yet simple to use functions. As your organization utilizes the power tools of Interprise CRM 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.

Interprise Suite takes a comprehensive approach to lead and prospect management. By managing the entire sales cycle from lead to customer, Interprise Suite can greatly simplify the process. 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.

With Interprise Suite, 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. Interprise Suite's fully integrated approach allows it all to happen.

Charles Robert Darwin once said "A man who dares to waste one hour of time has not discovered the value of life." We couldn't agree more. Interprise Suite's integrated approach allows your sales team to quickly and easily create entity (customers, suppliers, prospects, contacts) and non-entity based activities. Activities can be marked private or shared at the team or company level. Whether you believe that time is the ''value of life'' or more simply that ''time is money,'' Interprise Suite includes the tools needed to better manage time.

• Activities are automatically displayed on the calendar
• Activities can be assigned to individuals or teams
• Activity types include: To-do, Case, Meeting, Call and Call-back
• Reminders can be set up to pop-up before the task is due
• Supports custom categorization of activity items
• Activity notes supports pictures and advanced text formatting
• Attachments can be added to activities keeping activity related information together
• Activities can be assigned to opportunities and campaign waves
• Call-back buttons allow you to set up return and follow-up calls with just a single click
• Call activities features a timer to automatically and accurately record call times
• Meeting activities allows you to assign resources, check the availability of team members and automatically notify participants via email of new meetings
• Support for reoccurring activities

One of the most exciting aspects of the CRM module is its ability to guide and organize sales activities from inception to completion. Through the use of the sale opportunity feature, all sales functions can be efficiently managed allowing the entire team to work together as one compressive unit increasing synergy and productivity. Sales opportunities can be created for both prospects and customers while sales forecasts can be entered manually or updated automatically based on the latest sales quotations. Incoming and outgoing faxes and emails, as well as all activities, can be associated with a particular sales opportunity allowing you to view all opportunity related information in one logical location. A graphical opportunities dashboard with customizable charts and graphs brings all your opportunity information together allowing you to quickly spot trends and develop more profitable selling strategies.

Nothing is more effective in increasing sales than a targeted sales and marketing campaign. The Interprise Suite CRM campaign feature gives you the tools you need to plan and execute sophisticated sales campaigns. Based on the CRM wave concept where campaigns are executed in multiple waves, you can develop fax, email, 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.

Download:  Interprise Suite Overview

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