SalesManager CRM

ServiceManager

CampaignManager

ScriptManager

CommsManager





Highlights SalesManager CRM

• Customer Management

• Persons and individuals

• Calendar and activity planning

• Opportunity Management

• Document Management

• E-mail Management

• Product Management

• Reporting

• Database Selections
  
  
   

SalesManager CRM
Your tool for perfect Customer Relationship Management!
 

SalesManager CRM offers Enterprise Customer Relationship Management software to the middle market. The software is completely customizable at data model, middleware and front-end levels. Standard functionality can be allocated via access rights per users or group of users. Examples of standard functionality are shown here.

 

Customer Management


All base information about the customer can be stored and searched on here. No limit is set on the number of fields user wish to search on. The search criteria can easily be changed. < Back to top >

Persons and individuals
 

The SalesManager CRM model supports not only a business-to-business sales model, but also a business-to-consumer model. A person can also be an employee of a company, or perform multiple roles at many companies. A person can be a consultant at one company, board member of another and a committee member of the local rugby club.< Back to top >
 

Calendar and activity planning
 

SalesManager supports a GroupWare or team approach to agenda management. Users can make appointments for themselves or other users if so authorized. All agendas of all users may be visible is security permits. Calendar and to-do’s can be synchronized with Microsoft Outlook, GroupWise and Lotus Notes.< Back to top >
 

Opportunity management
 

SalesManager CRM offers extensive opportunity management facilities. Opportunity can be tracked from initial enquiry through to eventual order. All contact that takes place plus all documentation sent is registered in the system. Forecasting and pipelining is incorporated. < Back to top >

Document management
 

SalesManager CRM contains a complete document management system. Documents of any format can be stored in the database or if required linked to from your own third party DMS. Mail-merge output, e-mail attachments or simply brochures or pricelists can be added to the database as documents and later attached to customers in SalesManager CRM. Simply double-clicking on the stored document will initiate the associated viewer (Word, Excel etc.) and open the document. SalesManager CRM also offers extensive document search facilities including searches through stored Word, Excel, PowerPoint and Adobe Acrobat documents.
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E-Mail management
 

SalesManager CRM offers bi-directional integration with Microsoft Outlook and en Lotus Notes E-mail systems. The data from your E-mail package is integrated into SalesManager so that you do not have to continually switch between the two applications. If you change an appointment in your E-mail product or on your Palm or Pocket PC, then the appointment will be automatically updated in SalesManager.  On sending e-mails from SalesManager you have access to the e-mail address of the recipient, all other contact persons in the SalesManager database plus you Outlook Address Book. So no more searching your inbox for e-mail addresses from old mail, everything at your fingertips in SalesManager. < Back to top >
 

Product Management

SalesManager offers product managers an insight into all sales activities around the product groups and ranges they offer. All financial data or pricing, margins etc. can be registered and SalesManager offers extensive text facilities for storing both technical and commercial data on any given product. Product managers can also get a view on how the current pipeline affects their products and can use the data for planning purposes. All opportunities, quotations, contracts and orders for any given product can be searched on. Companies can thus gauge the impact of price changes or discontinuation of lines can have on sales.
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Reporting

SalesManager CRM offers extensive reporting facilities. All our reports are built using the engine of Crystal Reports 8.5. We provide a layer on top of this, whereby reports are built using the glossary database of SalesManager. This means that if a term is added to a report, then the report will automatically translate itself into to any of the languages we currently support. Customers can build their own reports and add them to the repository. < Back to top >
 

Database selections

SalesManager offers users the possibility of running selections on the database for marketing purposes. Users can define their selection criteria and run this against the database. The resulting hits can be manually updated. You can either remove targets from the list or manual insert new targets that did not meet your selection criteria. The list can then be mail merged with Microsoft Word and can be printed, faxed or e-mailed to the target group. Follow-up activities can also be generated for the associated account managers. < Back to top >