Advanced CRM
erpconnectconsulting.com
Business & Industrial / Finance & Insurance

Advanced CRM

$1,800.00
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Use Cases and Features Relationship Management Lead/Opp/Customer Contacts — Enhances the Contact Card in BC allowing contacts to be different stages of the sales process. Enhanced Contacts Card — One place to see everything about a contact, including Timelines and profile. Activity Logging — Ability to log emails, calls and meetings directly in a contact card to track activity. Checklists — Simple checklist to assist with workflow. Salesperson Productivity and Dashboarding Role Centers — Specific Role Centers for Agents and Managers. CRM Dashboards — Dashboards for both Agents (Salespeople) and Managers (Teams). Task Creation and Tracking — Allows Agents/Managers to set and complete tasks relating to leads/opportunities/customers. Emailing and Marketing Email Templates — Ability to send emails directly from the contact card tied to an agent and create plug-and-play templates. Marketing Campaigns — Ability to easily create Campaigns for Emailing, Tasking, etc. Email Automation — Follow-ups to Customers and Agents/Salespeople to make sure nothing gets missed. Quoting and Order Creation Enhanced Quoting — Auto Follow-ups, Win/Loss Tracking, Quoting Templates, etc. Estimates — Ability to send Quote without a Customer and without Items or Resources. Order Creation — Conversion Rates, Booking Log, and Auto creation of New Items. Advanced Descriptions — Enhanced/Extended Product Descriptions and Images to Display on Print Outs. Download Links Download from AppSource Access Setup and User Guide The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com. Video - Product Demo Advanced CRM - Relationship Management Advanced CRM - Salesperson Productivity and Dashboarding Advanced CRM - Toolbox Tuesday Episode 39 Advanced CRM - Toolbox Tuesday Episode 13 Advanced CRM - Toolbox Tuesday Episode 1 Product Screenshots Enhanced Contact Cards Enhanced Activity Tracking Sales Manager Role Center View Sales Manager Dashboard View Sales Rep Dashboard View

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