Overview

Key Feature

Benefits

Packages

Customer Relationship Management 

Key Features & Description

 

Easy Set-Up and Administration 

• Graphical dashboards to provide real-time information about business performance

• Full control over certain information to be shared or restricted based on user credentials

• Ability to bulk import / export existing data

Customer Relationship Management 

• Account creation & management, with unlimited contacts associated with each account

• Detailed activity history of meetings, calls, tasks, notes with option for file attachments and e-mails is tracked for each contact, account, lead, opportunity and case

• Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks

Sales Force Automation 

• Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility

• Sales lead creation and tracking, and conversion of sales leads into opportunities

• Graphical dashboard display of opportunities pipeline

Track Sales Opportunities 

• Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence

• Sort and filter your contacts and sales opportunities with views to see only the most relevant information

• Include product or service and price information related to your opportunities which help to identify potential revenue streams and product or service demand

Customer Service Tracking 

• A case management system that allows users to track customer problems and resolutions.

• Allows each problem to have a lifecycle of information to help improve customer satisfaction

• Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history

Manage Customer Information

• Organize and access all of your prospect and customer information in one central place

• Automatically associate incoming and outgoing e-mail messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later

• Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly

Share Customer Information with other users / employees

• Share your customer information across your business with specific users / employees

• Provides managers with a comprehensive view of customer information and sales opportunities across the company and assists co-workers to fill in for each other

• Track sales process stages for sales opportunities. 

E-mail Campaign Management

• Compose HTML e-mails and send them to selected records from within SurfCRM

• Any e-mail campaigns sent are automatically assigned to the account record, enabling you to track each customer's exposure to your different communications and campaigns over time