We Supply Online Customer Relationship Management
Online Customer Relationship Management (CRM) services empower you to use your Internet connection to build, maintain & strengthen your relationships with your potential and existing customers. Online CRM make it easier for your business to collaborate, communicate and share information, all in a single, centralized online workspace. With Online CRM, you can manage your leads, prospects, contacts and accounts, and use powerful reporting tools to understand how your business is performing.
If you need Online CRM services, but you can't get it from your Internet service provider, turn to Gr8r Technology, we can supply Online CRM services to you as an "add on" feature of your Internet service. Click HERE to contact us today!
FEATURES FOR SALES
MANAGE LEADS
• Automate and accelerate lead management, including lead generation, qualification, conversion, sales opportunities, etc.
• Capture leads directly from your website and manage them effectively.
• Import leads from external sources, including Internet downloads, trade shows, seminars, direct mail, etc.
• Automatically assign sales-ready leads to the best sales persons within your company.
• Easily convert qualified sales leads into sales opportunities, accounts, and contacts with a single-click.
• Customize your sales process for B2B and B2C business scenarios.
TRACK SALES OPPORTUNITIES
• Track all sales opportunities end-to-end in a sales cycle.
• Associate sales opportunities with accounts, contacts, activities, etc. to get an understanding on the opportunities.
• Generate sales quotes, orders, and invoices from the sales opportunities.
• Analyze the sales funnel and eliminate any bottlenecks in the sales process.
• Export opportunities to spreadsheet software to analyze the sales pipeline and quickly identify the bottlenecks if any
GENERATE SALES QUOTES
• Track outstanding sales quotes.
• Add line-items to the sales quotes and update sub-total, taxes, adjustments, and grand total amounts.
• Select different prices for the same product as per your customer segmentation.
• Create and send printer-friendly sales quotes.
MANAGE CUSTOMER ACCOUNTS
• Track all customer accounts and related contacts, business opportunities and other details from a central point.
• Track purchase history of the customers and analyze opportunities for up-selling and cross-selling in future.
• Specify parent-child relationships between customer accounts and their subsidiaries or other divisions.
• Identify referrals from customer accounts and contacts for promoting new products and services
• Store account and contact-related notes and documents in the account history
MANAGE CONTACTS & ADDRESS BOOK
• Track all contacts and related sales opportunities, sales activities, and other details from a central point.
• Import sales contacts from external sources and other business applications.
• Set up contact assignment rules to automatically assign contacts to sales reps in your organization.
• Easily create mail merge documents.
FOLLOW UP SALES ACTIVITIES
• Log all important customer calls for a quick reference in future.
• Store customer meetings and calls in an intuitive calendar.
• Set up recurring events with daily, weekly, monthly and yearly frequencies
FEATURES FOR MARKETING
PLAN & EXECUTE MARKETING CAMPAIGNS
• Plan marketing activities and outline campaign objectives.
• Measure campaign effectiveness (ROI) by linking directly to the leads and opportunities.
• Track all customer inquiries related directly to the marketing campaigns.
• Track sales closures related directly to the marketing campaigns.
EMAIL MARKETING
• Manage mailing lists based on existing data related to leads, contacts, and potentials.
• Create mass email templates for a better email marketing campaigns.
• Set up email opt-out process in compliance with CAN-SPAM act using unsubscribe forms.
• Schedule mass email campaigns from selected leads and contacts.
• Scheduled automatic mailing using a series of auto-responders for leads and contacts.
GENERATE LEADS
• Capture leads directly from your Web site using web forms.
• Setup personalized Auto-response email messages based on the type of customer inquiry.
• Approve and assign leads captured through Web sites to the right sales reps.
• Customize web forms to sync with your lead generation process
• Import leads from the external sources, such as web downloads, trade shows, seminars, direct mail, and other types of campaigns.
WEB FORMS
• Capture information from your website visitors into a central database.
• Communicate effectively with website visitors.
• Conduct surveys online and automatically import data into a central database.
• Respond to customer inquiries quickly and effectively.
• Generate online leads and sales.
• Get valuable feedback from potential and existing customers.
FEATURES FOR INVENTORY MANAGEMENT
PRODUCTS & PRICE BOOKS
• Manage organization-wide product catalogs and associate each product catalog.
• Customize the products page layout, fields, and related list views.
• Attach product-specific documents such as marketing collateral, license agreements etc.
• Create multiple Price Books as per customer segmentation and associate products.
• Offer flat or differential type volume discounts while generating invoices for customers.
• Procure products from the preferred list of vendors.
SALES QUOTES
• Track outstanding quotes from the quotes list view.
• Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts.
• Select different prices for the same product as per customer segment.
• Create sales order or Invoice with a single click from the sales quote.
• Avoid duplicate work by displaying the billing & shipping addresses and terms & conditions while creating quotes.
• Customize sales quote templates.
SALES ORDERS & PURCHASE ORDERS
• Streamline organization-wide procurement and fulfillment processes with an integrated approach.
• Track outstanding orders.
• Procure products from the best available vendors, manufacturers, resellers.
• Manage up-to-date stock position by seamless integration between order fulfillment and available stock.
• Customize purchase order (PO) and sales order (SO) templates.
• Create an invoice with a single click from the sales order.
• Add line items to the orders and update subtotal, taxes, adjustments, and grand total amounts automatically.
INVOICE MANAGEMENT
• Track outstanding invoices.
• Customize invoice print layout and manage multiple invoice templates for different product lines.
• Add line items to the invoice and update subtotal, taxes, adjustments, and grand total amounts automatically.
"We've Got The Missing Piece You Need"
"We've got the missing piece you need"
© 2011 Gr8r Technology, Inc.
(pronounced "Greater Technology")
