The life-blood of any commercial company is sales and the revenues generated. Yet many small to medium sized companies rely on outdated, ad-hoc sales procedures that do not provide any real coordination of the sales efforts and have poor visibility into sales activity and pipeline.

CRM systems replace inefficient excel spreadsheets and disparate contact lists with a robust set of services that enforce correct procedures across the sales department and provide complete visibility and reporting to management.

CRM allows you to track your sales activities from the first contact all the way to the fulfillment of the sales order. Integration with Microsoft Outlook, other mail programs, and mobile phones allows your team to continue working the way they like, while keeping full synchronization with all aspects of the sales activities.

Leads, opportunities, sales orders, billing, after sales services and product catalogue are all coordinated within the system.

The system guides the sales staff to follow up on leads in a consistent way, and create and track opportunities as the sales cycle progresses. Leads initiated from the contact form on your website are automatically integrated in the CRM. Your sales people can keep track of all mails and documents exchanged with the customers. After closing a deal, the system can automatically initiate and manage invoicing, product fulfillment and the delivery processes.

The CRM address book and meetings calendar ensure meetings are shared between sales teams and are fully integrated with the other applications like employee holidays and mobile phone applications.

Reporting and analysis features provide a complete overview of the sales process to management. Sales analysis tools allow you consult your sales totals according to different group criteria (salesman, partner, product, etc). Opportunities analysis menu gives you instant access to expected revenue, planned costs, missed deadlines or the number of exchanges by opportunities.

This powerful set of tools can be customized to adapt to your own organization’s procedures. In addition, CRM data can be downloaded into other formats to give complete portability and avoid vendor lock-in.