Sales & Customers

The Sales & Customers application is a powerful, easy-to-use sales force automation (SFA) and customer relationship management (CRM) product designed to allow companies to effectively manage both their sales leads and customer base. By tracking leads, prospects, and customer support, a company can efficiently follow a customer throughout the lifespan while achieving excellent customer service and response times.

The application allows for faster access to critical data to make your job easier, not more complicated. With its comprehensive account management system, you can track a wealth of information about each prospect or customer. Managers and business owners can easily access information to evaluate the performance of each sales and customer representative with its full reporting system.

Security & Access Control

The following security infrastructure, policies, and procedures have been evaluated and tested for your peace of mind in knowing that your data is secure:

• User Access - The Sales & Customers application offers access on different levels, ranging from Level 1 to Level 4. Access levels must be granted by the user who has Level 1 access.
  
  Level 1 access provides complete control of the Sales & Customers application. Level 2 and 3 provide access for specific functions within the application. Level 4 is used to temporarily remove or suspend access to the application.
  
  
• Security - The Sales & Customers (SFA/CRM) application is operated from a secure environment with integrated security measures that protect against loss, misuse, and data tampering. We use Secure Socket Layer (SSL) technology to protect your data and provide security during transmissions of sensitive information. When you log into your account, you will see a small lock icon at the bottom of your browser display, which indicates that a secure connection has been established with our server, and credit card numbers and user passwords are not available to anyone.
  
  
• Data Backups - Data stored in the Sales & Customers (SFA/CRM) application is automatically backed up on a regular basis, and is available through redundant servers if something should happen to the primary servers.
  
  
• 24-7 Availability - The Sales & Customers (SFA/CRM) application is available 24 hours per day, 7 days per week basis, and is accessible from any computer with an internet connection.
  
  
• Privacy - We understand and adhere to all legal obligations regarding data privacy.

Import Accounts and Contacts

You can import your accounts and contacts into the Sales & Customers application to allow you to quickly transfer quantities of information in just a few steps. The import wizard allows you to load up to 2,000 records at one time from several types of data formats to help you map the information that you need to manage. You also have the option to update accounts with new import information or to ignore the update and keep your existing information.

Track Prospects & Customers

The Sales & Customers application allows you to track prospects, potential leads, and customers. Fast access to a wealth of online information allows you to have a 360-degree view of your customers, improve milestones, perform detailed analysis in real-time, and much more. You can track and view all history for your customers and prospects in one place, while creating and organizing tasks, notes, and opportunities.

Track & Customer Follow Up

Customer follow-up is fundamental to any successful business strategy. The Sales & Customers application allows you to follow-up with your customers and prospects by following a pre-defined "best practices" procedure that will help you to retain your customers while reinforcing your message and encouraging them to return. You can integrate your tasks into your Calendar so that you have extra reminder so you can fast react to changes thus, saving time and money.

Full Reporting System

The simple, easy-to-manage reporting solution in the Sales & Customers application allows you to identify key issues that are costing you sales deals, perform detailed pipeline analysis, generate forecasts with up-to-date information, and much more! The full reporting system lets you enhance the effectiveness and profitability of your next sales goals, manage your accounts, contacts, and opportunities, as well as build customized reports to find you the exact information you are looking for.