Have it Your Way- Adaptable CRM

Your business will change over time. Technology changes will occur that you have yet to consider and plan to capture. The profile characteristics of your target customers need to be identified that are specific to your business.  The way you do business to attract, grow and keep profitable customer will need to change over time.  You need a Contact management and Customer Relationship Management system that can be adapted to your way of doing business.  That is a key reason why we recommend ACT! contact management or SalesLogix CRM solutions. We specialize in translating the way you do business so you can take advantage of the capabilities provided by these solutions. So that end users will adopt more easiely to the changes brought about by a CRM implementation.

If the other CRM solutions you may be considering are not flexible, not easily adaptable to your business model we need to have a conversation on what can be accomplished. 

Lead Capturing and Automated Follow up:

• Extracting web form lead request information so that it can be used to create a new lead in SalesLogix or add new interest to an existing lead or contact record, automatically.
• Linking a new lead to a specific sales person/territory based on lead form information and then notifying the sales person of the new lead.
• Notifying the sales management if a new lead is not followed up and their lead status updated within 24 hours of a new lead web request.
• Notifying the sales person and sales management if a new lead has not progressed to a qualified state within X number of days. 

Custom Quoting/Proposal Creation and Management

• Specific inventory item, custom items and kit pricing along with quantity breaks quoting system.
• Quoting revision and quote copying capabilities.
• Easy to read and understand quote that prospective and current customer appreciate.
• Conversion of quote to sales opportunity with eventual posting to third party accounting system.

Professional Services Firms

• Top 21 Business relationship follow up dashboard of top clients, top prospects and top referral sources for regional CPA firm's parters and key managers.
• Integrated document scanning, indexing and search capability linked to account/contact and optionally to client case/service ticket.
• Project and engagement tracking and management system for CPA clients.
• Identification of IT systems, configurations and related components of regional high tech IT firm's support customer sites.
• Project management, time and billing system integration with SalesLogix with services approval process with posting the third party accounting system.
• Alerting and notification system for reoccurring customer orders that fall out of alignment with past purchases ordering frequency.
• Opportunity mangement extended to track annuities, year end growth, and policies.

Event management linked opportunities analysis

• Identify meeting oriented educational events, attendance of contact and related friends, event costs and linked resulting sales opportunities.
• Measurement of won sales opportunities and the revenue they generated back to the event that was the source of the lead/opportunity.

Waste fuel transportation, recycling, billing system

• Identification of rail car and truck deliveries in and out of defined schedule.
• 32 chemical analytical tests results tracking per load record for lab system to determine pricing and mixing ratios of waste fuel.
• Billing system for processor and kiln operations with integration to third party accounting system.

Accounting systems integrations

• Sage Platinum for Windows, Sage Batchmaster, Sage MAS 500/90, Intuit QuickBooks, Microsoft Dynamics and several other system integrations with either Sage SalesLogix or Sage ACT. 
• Display of past customer sales history by product and by invoice with analysis over past years sales.
• Display of Accounts Receivable Aging balances such as 30/60/90 days.
• Display of credit balance, terms, commissions, payments, etc.
• Auto creation or updating of Accounting system customer accounts and billing contact information into CRM.
• Analysis of product sales and product pricing difference among customer accounts and time frames.

Business relationships, Community Development and Economic Development

• Identification of various relationships of among people and organizations including types of influences and their rating of depth of influence.
• Tracking and management of economic development opportunities and their effect in the community and the related public relations back to the client.

Not for profit skills and donation tracking system

• Identification of contractor and skill trade professionals with building related skills for donation toward low income housing projects.
• Identification of financial contribution and resource donors to women aid center.

Nurturing of Lead and customer contacts

• Sending useful educational and marketing content using email on a regular basis with statistics on Open, reopens, clicks of specific content, send to friends and invalid email addresses.
• Resulting lead scoring for hot/warm/cold interest for effective sales calling activity.
• Measurement of content that is most interesting to email recipients at the time they show the most interest.

Emarketing templates

• Personalized email based marketing templates with company logo, contact information, table of contents, etc.
• Email Marketing Campaigns with automatic followup to targeted group of contacts in Sage ACT.

Click image to view shot why SalesLogix is right for your buisness: