CRMforSales - On-Demand, Pay-as-You-Use CRM

CRMforSales' tightly integrated 360-degree Sales and Marketing CRM system helps you improve your sales and marketing management with a variety of functions, including:

• Access CRMforSales System wherever, whenever via mobile device or offline client version
• Automatic Lead Distribution - Territory / Zip / Round-Robin
• Campaign Segmentation
• Collaboration tools to help your team work together
• Conversion Tracking
• Real-time CRM analytics provide powerful data mining and reporting capabilities
• Custom Profile Forms
• Customer Mgt. Database
• Customizable Fields
• Customizable Functionality
• Customizable Reporting
• Data Import/Export
• Email Integration
• Field Sales Management
• Flexible Lead Assignment - Account Manager / Partner / Partner Rep
• Integration with Microsoft Outlook to build the power of your email, calendar and contact lists
• Lead Age Tracking / Lead Aging Report
• Lead Distribution & Management
• Mailing List Management / Download Manager
• Market Segmentation
• Mobile Access / Offline Access / Outlook Integration
• Multi-Currency
• Multi-Language
• Multiple User Access Levels
• Pipeline Management
• Prospecting Tools / e-Marketing / Lead Nurturing
• Real Time Updates on the Dashboard
• Referral Tracking
• Reporting
• ROI Analytics
• Sales Analytics
• Uniquely Serves Insurance, Loan Processing, Call Center Industries
• Software Development Kit - API
• Territory Management
• Website Integration
• Workflow Management

CRMforSales... the easy, affordable "cloud-based" solution for Lead Management, Sales Automation, Marketing Automation, e-Marketing, Workflow Automation and more.

Web-based sales, marketing and client management

• Distribute, track and reassign leads in real time via the web 
• Manage multiple marketing campaigns  
• Import telemarketing scripts into searchable fields 
• Download customized mailing lists 
• Develop custom fields and forms  
• Directly import leads from web forms and web inquiries into your own CRMforSales database  
• Optionally, work offline with our Outlook plug-in modules 
• Tailor access privileges to each individual user or user group    

Data mining

• Perform market research analysis on key customers and prospects 
• Key Performance Indicators (KPI's) Digital Dashboard capabilities 
• Analyze ROI from marketing campaigns 
• Build and maintain a complex data mart 
• Download highly targeted mailing lists  
• Produce powerful call back, lead aging and forecast reports    

Communication

• Establish a "Private label" website for your online marketing database  
• Use the Event Tracker to publicize upcoming events  
• Set e-mail notification for leads that are reassigned or need action  
• Share key campaign updates on the secure online Information Center  
• Quickly access personalized lead/client data through your customized Digital Dashboard 
• Host online event registrations 
• Post comments and additional information about specific leads  
• Gather and analyze feedback on leads from field reps    

CRMforSales Benefits

Designed specifically with the needs of sales and marketing professionals in mind, CRMforSales delivers powerful benefits to everyone on your team, from field reps to marketing managers to business partners.

• Web-based lead management 
• Close the loop between sales and marketing functions  
• Simplify lead distribution with automatic reassignment and rules-based lead management  
• Expand and nurture your sales pipeline Data mining 
• Uncover unseen opportunities 
• Increase accountability throughout the sales process  
• Generate meaningful feedback on the effectiveness of marketing activities  
• Empower managers with advanced data mining and reporting capabilities  
• Target decision makers for seminars and direct mail 
• Measure and maximize ROI Communication 
• Improve communication between sales and marketing teams 
• Refine marketing and sales decision support 
• Strengthen relationships with key business partners 
• Increase customer satisfaction and loyalty

CRMforSales Advantages

• 24/7 accessibility 
• No hardware or software to install or maintain  
• Universal web access means data is available to users anytime, anywhere  
• Optional offline capabilities for access to sales data from anywhere, anytime 
• Easy to use, intuitive browser-based interface 
• No MIS involvement necessary 
• Rapid deployment 
• Data is safe and secure

Generous Flexibility

• Responsive to your campaign needs 
• Scalability allows you to add new users quickly and easily  
• Provides custom forms and fields for on-the-fly field(s) addition 
• Personalized access privileges deliver the right data to the right people  
• Designed for easy import of telemarketing scripts and leads captured online  
• Works in concert with other popular applications ASP affordability 
• No software or hardware investment 
• Requires no costly IT expenditures or consultants  
• Per-user, ASP fee structure means you only pay for exactly what you need  
• Easy-to-use application requires little or no training