CRM
CRM-XL is a fully integrated business solution for the sales industry. The application is grouped into the following work areas. A work area may further have sections for grouping work items.
Workplace
The workplace lets you add and track your activities, calendar events and post articles and share various announcements. Managers can link activities and calendars for all employees to view their appointments, connected from the database provided.
Accounts and Contacts
Sales work area allows to track sales-related activities using Prospects & Customer Databases. This system includes analytical, operational, and collaborative tools that you can use to improve and maintain good customer relations. Manage assigned leads through easy to use dashboard panels, providing call backs, re-scheduling appointments, total bookings, email sent, contacted via phone, faxed estimates they can also view the history of the client with the company, credit set by the company and view their previous contracts and the products bought by the client.
Marketing and Leads
The leads section allows entry of new leads, assignment of new products and further assignment of the leads to the respective users for further follow-up and calling purposes. For managers, easy to assign leads by rep, product, source of lead, type of industry, clients spending limits and will give managers flexibility to choose the leads before assignments for reps. Easy to use dashboard panel for managers, to manage their rep activities, calendars, sales productivity, sales targets, calling targets, daily, weekly, monthly quarterly and a yearly basis.
Work Flow
With the Sales Cloud, your organization's efficiency and consistency both get a big boost. Now you can get greater control over routine activities, eliminate redundant tasks, automate approvals, and experience widespread adherence to your business processes. Suddenly, nothing impedes the momentum of your sales efforts.
Forecasting
Get an at-a-glance, personalized view of your business, all in real time. Everyone from executives to managers to individual sales reps are never more than a few clicks away from the insight they need to make smart business decisions and accurately estimate future sales. Forecasting with confidence has never been easier.
Integrated with Microsoft Technologies
CRM-XL is natively integrated to Microsoft technologies like Office, Exchange, SQL Server or Live Communication Server. The strong Office integration drives user adoption with CRM-XL. Using MOSS CRM-XL becomes even more powerful offering advanced Excel Services or dynamic Forms.
Work Closely With Microsoft Outlook
Increase work efficiency in having your Outlook emails moved to CRM-XL in one click. Instantly create a case from an email reducing your support process lifecycle and increasing customer satisfaction. Synchronizing any CRM data within Outlook or a mobile device your nomad users will be able to work offline.
Connect CRM-XL to Your Web Site
This powerful add-on will copy information submitted in a web form on your Internet site to CRM-XL. For instance you could have your web contact form directly linked with the CRM contact list. Each new web contact would be automatically added in your CRM. An automatic email would be sent to the web visitor to tell him about your solutions. On your side the concerned people will get an automatic alert. You could also have a web customer request form directly linked with your CRM cases.
Connect CRM-XL to External Systems
With CRM-XL you’ll get all your relevant customer data in one single central location improving your work efficiency.Connectors will take care of synchronizing external data like ERP data in CRM-XL avoiding duplicates. CRM-XL can connect to your telephony system providing features like click to call or automatically launching the contact details for incoming calls.
Reports
Various reports have been added for helping in decision making and tracking various parameters daily functioning of the publication industry. The reports can further be customized as per the requirements.
