CRM

Customer relationship management (CRM) is a centralized series of technology, processes and organizational structures with the goal of improving customer exchange and recording information about that customer's needs, wants, and buying patterns.

CRM is the cornerstone to streamlining the management of your customer relationships. It’s the central application your sales and business development teams need to track sales progress and share basic contact information. This application provides all of the sales management functions you’re accustomed to in enterprise-grade applications (integrated repositories for lead, account, contact, and opportunity information), plus much more.

Quick Reference

• Prospects - store and track your prospects and related activities as you grow them into true customers
• Accounts - store customer-related data
• Contacts - store information about people associated with your prospects or accounts
• Contracts - manage business relationships
• Opportunities - store and track opportunities and related activities as you grow them into deals
• Products - a repository for all product information. You can also use it to list services and other line items that may be associated with specific opportunities
• Price Books - provides an easy way to associate various products with different pricing depending on the conditions you set (for example, regional pricing, discount pricing, seasonal pricing, MSRP)
• Projects - track special projects.
• Cases - track issues
• Reports - provides an area for you to use, modify or create new reports based on opportunity data

360 View of Leads and Accounts

The platform provides a complete, highly filterable view of your prospects and customers with access to key contacts, your team's activity history related to this leads or accounts, documents, opportunities, and contracts. The Lead and Account objects are also fully customizable, allowing you to tune the application for your specific business needs or extend existing functionality.

Total Contact Management

Unify your sales efforts by sharing contacts across your team. Contacts in the platform can be associated to a lead, account, or neither with its own 360 view and history. You can also directly send emails to contacts from within the platform, automatically track if they've been opened, set up follow-up appointments and tasks, quickly log calls, and communicate next steps. All contact-based activities are rolled up to the lead or account level for a comprehensive, company-wide history. For a step-by-step guide, see Customer Tracking.

Streamline Sales Pipeline Operations

Are your reps too busy to provide basic revenue reporting? The platform enables your team to drive consistent, ongoing revenue with opportunity management, contract management, and quota and forecasting that complements your team members' daily tasks. Fully integrated with leads and accounts, these tools allow your sales team to establish ordering details, track progress, streamline its proposals and follow-ups, and measure success.

Multi-Price Book Product Catalog

Keeping track of products and services is simple with the products catalog and price books. You can store the entire suite of products with complete pricing and description information, plus collect products into custom price books for discounting tiers, specific teams or seasonal or product groupings. It's all up to you. Both the price books and products catalog are fully integrated with the opportunity management features.

Complete Integration

The platform is fully integrated into the platform environment to take advantage of calendaring, tasks, reporting engine, home page widgets, view filtering, data policies, workflows, and role-based access controls. You can even relate custom objects built for other applications directly to objects in the platform.