Mothernode CRM ENTERPRISE (ERP) EDITION

Size: px
Start display at page:

Download "Mothernode CRM ENTERPRISE (ERP) EDITION"

Transcription

1 Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more.

2 Mothernode CRM The easiest way to run your business

3 Enterprise Edition The Enterprise Edition goes far beyond the capabilities of most CRMs on the market today, and contains a plethora of vital features and modules needed to run your business more efficiently and profitably, from end to end. Mothernode Enterprise is the most versatile and robust CRM in its class. This Edition contains all the features and modules available in every Mothernode CRM Edition we offer. Contact Management Making connections is paramount to business success. With Mothernode, contact interaction has never been easier to manage. A single screen provides snapshots and allows quick access to all contacts, making communication fast and efficient. Opportunities Quick lead follow-up results in more sales, while delays kill deals. The automated tools in Mothernode s Enterprise edition helps improve lead management capabilities and keeps you connected to opportunities as soon as they become available. Account Management Customer Account Management provides you with access to all transactions, notes and customer communication. Nurturing customers and maintaining relationships is now within the tips of your fingers. Collaboration Mothernode s collaboration tools allow you to stay updated on customer accounts in real-time, whether in the office or away. These social networking tools provide constant updates of your customers activities, ensuring you never miss an important event from followers or those whom you follow. Sales Management Increasing leads and boosting sales now takes fewer resources when using the Sales Management module. Automated reporting, comprehensive dashboards and a wide array of tools help you manage your sales team more efficiently and profitably, regardless of its size. Mobility Most successful sales teams are in the field closing deals not hanging around in the office. Managing leads and sales from mobile devices is now easier and more efficient, when using Mothernode s wide assortment of collaboration tools.

4 Mothernode CRM ENTERPRISE EDITION Workflow Transactions The hard work doesn t begin until after a sale is made. Workflow Transactions supplies your business with all the right tools to streamline and improve customer order fulfillment. Spending more time with current and prospective customers is mandatory for maintaining relationships and expanding your customer base. Mothernode Enterprise helps increase customer satisfaction while improving your workflow, regardless of your business or industry. Quotes Orders (Sales Orders) Purchase Orders Work Orders Deposit Invoices Invoices UPS Worldship Integration Lead Capture Forms Without effective lead capture, your company loses cash on a daily basis. Mothernode s Customizable Lead Capture Forms helps businesses increase incoming leads with forms that adapt perfectly to your website, landing pages and even social media platforms. Attract more leads into your funnel and close more deals, with less hassle. Marketing Integration Many platforms don t integrate with other wellknown marketing applications and tools. The Sales and Marketing edition of Mothernode seamlessly integrates with popular platforms such as Constant Contact, Mailchimp, HubSpot and Infusionsoft, among many others. Incorporate your current marketing campaigns into Mothernode, and never miss another beat in your sales cycle. Inventory Mothernode s Advanced Inventory module provides businesses with the tools to create sales orders faster and customer quotes easier, even if your business doesn t stock physical inventory. Track sales, group similar items in inventory bundles for better organization, apply multi-level pricing and so much more. Vendor Management Vendor mismanagement can quickly result in operational delays, communication errors and loss of revenue. Mothernode s Vendor Management module is proven to improve relationships between both vendors and clients. Group your vendors based on their expertise and make more informed decisions, while using the module s purchase order tracking to prevent costly errors. Field Services Scheduling techs in the fields and assigning them work orders is a breeze with Mothernode. Quickly create work orders from sales orders or cases (for after market support) and assign them to individuals or teams. Mothernode even allows you to send work orders to third-party vendors when sub contracting work is necessary. Case Management Mothernode s Case Management module provides your sales team with detailed tracking for each individual case. Increase customer satisfaction and trust by using simple web forms to communicate with customers and manage cases. Accessing , correspondence and customer information is quick and easy. KPIs, Reporting and Dashboards The right decisions for your business requires precision, real-time business intelligence that you can depend on. Mothernode gives you the information you need on to effectively monitor, forecast and act quickly. KPIs (key performance indicators) deliver comprehensive set of parameters that help you understand your business clearer. Mothernode also takes the pain out of reporting, by automating and scheduling reports, sending them right to your inbox.

5 How you doin? Business intelligence that matters

6 Mothernode CRM Mobile Mothernode CRM Mobile empowers you with the ease and convenience of accessing your customers, contacts and sales opportunities, no matter where your business takes you. Shorten your sales cycle and close deals quicker. Collaborate and connect with your team in real-time, even while on the go. Access all of your customer accounts and contacts with ease. Send s and create calendar appointments right from the app. Access all of your sales activity and service customers right from your device. Create tasks and events for customers, contacts and opportunities. Simplify your experience with a user friendly interface. Manage your customer accounts Access all of your contacts Manage your leads and opportunities Compose s and archive them in Mothernode

7 DIALOGUE by Mothernode TM Real-time notifications let you stay connected to your customer activity and improve collaboration - across the office or around the world. John Kennedy Comment (April 20, 2:33 PM) Glad to hear the presentation went well. Do we have any news on when they ll be short listing their finalists? Comment Like Comments (1) Sarah Miller Commented (April 20, 2:50 PM) We ve made the short list and have been asked to refine the pricing to include a 3 year agreement. Dave and I are working on that now. John Kennedy Commented (April 21, 10:09 AM) Great work. We re changing some of our key suppliers next year, that will allow us to be more aggressive in our pricing. Let me know when I can review your updated offer and I can give let you know where you can be more competitive if you need to be. Sarah Miller Commented (April 21, 10:30 AM) Fantastic! Looking forward to seeing you back in the office next week. Post Get Real-Time Notifications When other users post comments or notes to a contact, customer or transaction that you own or follow. When someone s or makes a calendar event for your customer or contact. When a new support case is opened for one of your customers or contacts. When colleagues tag you in a note, event or comment. When orders ship and purchase orders have been received When transaction progress in the work flow (i.e. a quote becomes an order, or an order becomes an invoice.)

8 Features and Benefits Learn more about Mothernode CRM and ERP editions and determine which one is right for your business. Mothernode editions are designed to grow with your business requirements, whatever they may be, and allows you to easily upgrade or customize your solution by adding the modules you need. Productivity and Collaboration Features Description Sales Team Sales & Marketing Professional Enterprise Dialogue Social media style collaboration and realtime notifications. Collaborate with your team more effectively. Outlook Integration Add-on for Microsoft Outlook Calendar Subscriptions Notes Events Tasks Smart Tasks Notifications File Management Activity Views Import Records Export Records Send s and files directly from Mothernode. View your Mothernode calendar events with your Outlook, ical or Google calendars. Journal your prospect and customer activity. Post comments to existing notes. Create and document important events for customers and prospects. Invite other users to participate. Create, assign and dispatch tasks to other users. Create task templates that automatically create and assign themselves when records are created. Optional notifications to alert you of important real-time activity when you re away from your computer. Upload files to customers, prospects and transactional records View a complete listing of system activity and keep informed of all user interactions Import prospects and customers from XLS files. Save mappings to reuse for recurring import activity. Easily export prospects, customers and contacts to Microsoft XLS files. Available for select Microsoft Outlook products Additional storage sold separately

9 Reporting and Key Performance Indicators (KPI) Features Description Sales Team Sales & Marketing Professional Enterprise Standard Reports Run standard reports onscreen Custom Reports Report Automation System Reports KPIs Sales Management Personal Goals Campaign Analytics Create your own custom reports, share them with others and export them to Microsoft Excel. Schedule auto reports for criteria you ve specified and have them ed to you. Generate system reports to track various activities. View essential dashboards for deeper insight into your business. View forecasting and pipeline data. Discover sales trends and areas of strength and weakness. Set monthly sales goals for each sales rep. Create campaigns to track realtime revenue and ROI from your marketing initiatives.

10 Administration and Customization Features Description Sales Team Sales & Marketing Professional Enterprise Customize Value Lists Custom Fields Quoting Terms and Conditions User Management Account Management Message Center System Defaults Session Activity Customize value lists to match your processes and business requirements. Create your own custom fields for modules, reports and transactions. Add your order policies to quotes and estimates. Easily manage your user accounts and their settings. Setup and manage your company profile. Author in application notifications to selected users. Save data entry time, by adding system defaults for most common settings. View user session activity and restore deleted records. Permissions Set access permissions for users.

11 Mothernode CRM UPS ONLINE SHIPPING INTEGRATION Seamlessly integrate your Mothernode shipments with UPS Online $ Get setup for only 99 Mothernode s platform is designed to streamline business by reducing workloads, speeding up processes, minimizing losses and boosting efficiency. That s why Mothernode supports full integration with UPS Online Shipping, cutting out the middleman and enabling you to schedule automatic deliveries for every order. It s features like these which make Mothernode such a great fit for small to medium sized businesses. By streamlining the distribution and logistics aspect of a small business, Mothernode frees up valuable resources and working hours that can be better deployed elsewhere within an organization, boosting efficiency across the board. UPS ONLINE INTEGRATION LETS YOU ACCOMPLISH THE FOLLOWING, RIGHT FROM WITHIN YOUR MOTHERNODE ACCOUNT. Ship directly using UPS within your Mothernode shipping process Print thermal labels from Mothernode Get access tracking information Send tracking numbers to you customers Select your shipping method Choose your package type Get started today!

12 Quote like a Boss

13 Mothernode PRODUCT COMPARISON Product Features Sales Team Sales & Marketing Professional Enterprise Mobile Customer Accounts Contacts Leads Opportunities Tasks Smart Tasks Events Dialogue (Collaboration) Custom Reports Automated Reports Permissions Dashboards (KPIs) Products/Service (Lt. Inv.) Lead Capture Forms Campaign Management Vendor Management Case Management Case Forms Inventory (Advanced) Quote Approval Automation Quotes Orders Recurring Orders Purchase Orders Work Orders Invoices UPS Online Integration Quickbooks Integration Outlook Add-on

14 CRM made just for you No matter your business or industry, whether you re a small or medium sized business or a fortune 100 company, there s a Mothernode CRM Edition designed to help you achieve your organizational goals. Increase sales, improve customer service and support, retain more clients and get organized. Begin working smarter with Mothernode CRM. Mothernode CRM s dynamic platform grows with your business needs and allows you to migrate into new processes, features and modules as your organization matures. Make Mothernode CRM uniquely yours by configuring the application for your industry and customer requirements. Begin with the Mothernode Edition you need today and grow into the capabilities you need tomorrow. Discover for yourself what our customers already know and become our next success story. Mothernode CRM EDITIONS Starting at Sales Team 49 /user/month Sales & Marketing /user/month Professional 69 /user/month.99 Enterprise 99 /user/month.99 Monthly billing Minimum 5 Users

Mothernode CRM SALES & MARKETING EDITION

Mothernode CRM SALES & MARKETING EDITION Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM I White Paper Enhance Your Business Relationships With Accelerate Your Performance With True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell him a new product.

More information

FS CRM Solution. = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory =

FS CRM Solution. = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory = FS CRM Solution = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory = The FS CRM is a cloud hosted on demand solution that caters to all your customer

More information

Sage 300 ERP 2014 Get more done.

Sage 300 ERP 2014 Get more done. Sage 300 ERP 2014 Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences

More information

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in Enhance Your Business Relationships with SageCRM www.sagesoftware.co.in Accelerate Your Performance with True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell

More information

Second CRM CRM Solution for Small Companies

Second CRM CRM Solution for Small Companies Second CRM CRM Solution for Small Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

HubSpot CRM & Salesforce:

HubSpot CRM & Salesforce: HubSpot CRM & What is the best solution for your company? Credits To BluLeadz inbound Marketing Company As a marketing agency, we are always speaking with business owners, marketing managers and sales

More information

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS Maximizer CRM is a completely integrated sales, marketing and customer service and support management solution that enables you to attract prospects,

More information

Enhancing productivity. Enabling success. Sage CRM

Enhancing productivity. Enabling success. Sage CRM Enhancing productivity. Enabling success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

Sage CRM. Communicate, Collaborate, Compete with Sage CRM

Sage CRM. Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

CRM for Business Intelligence

CRM for Business Intelligence CRM for Business Intelligence Real-time visibility into your business Strategise effectively and make informed business decisions with timely, accurate insight into your organisation. Maximizer CRM 2015

More information

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple SAP Digital CRM Getting Started Guide All-in-one customer engagement built for teams Run Simple 3 Powerful Tools at Your Fingertips 4 Get Started Now Log on Choose your features Explore your home page

More information

Enhancing Productivity. Enabling Success. Sage CRM

Enhancing Productivity. Enabling Success. Sage CRM Enhancing Productivity. Enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions.

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions. Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT

Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT What is CRM? Introduction Mavin CRM CRM is an enterprise wide business strategy designed to learn about customer s needs and behaviors to organize and manage

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM 35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are

More information

Overview & Highlights- Maximizer CRM Live

Overview & Highlights- Maximizer CRM Live Overview & Highlights- Maximizer CRM Live In today s world, businesses need a tool that helps flourish client relationships. Maximizer CRM Live is that tool for our firm. Maximizer CRM Live saves money,

More information

Sage 300 ERP 2014 Get more done.

Sage 300 ERP 2014 Get more done. Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. Sage 300 ERP (formerly Sage ERP Accpac) is the foundation for your business to

More information

Know how much inventory is on hand. Inventory is money. Old and obsolete inventory can paralyze your business

Know how much inventory is on hand. Inventory is money. Old and obsolete inventory can paralyze your business WHITE PAPER Introduction Many small and medium-sized businesses are looking for smarter ways to operate in order to survive in this changing economy. After gaining control of your finances (generally with

More information

The Future of Recruiting: The Ultimate Guide to Sales and Recruiting Software

The Future of Recruiting: The Ultimate Guide to Sales and Recruiting Software The Future of Recruiting: The Ultimate Guide to Sales and Recruiting Software Index Recruitment Software: Helping You Find the Purple Squirrel Tools for Individuals Tools for Companies Sales Software:

More information

Sales Force Automation

Sales Force Automation Sales Force Automation Maximizer CRM helps sales managers, teams and individual contributors collaborate, access and share information across Sales, Marketing and Customer Service & Support. Key Benefits

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Gain a competitive advantage.

Gain a competitive advantage. Fully Integrated, End-to-End Business Management Provide a higher level of customer service. Improve internal business process. Improve bottom line. Gain a competitive advantage. End-to-End Business management

More information

CRM Solutions. Banking Sector

CRM Solutions. Banking Sector CRM Solutions Banking Sector BY COMMUNICATION PROGRESS Agenda Changing Sales/Marketing Trends Distinct Markets Banks Strategic Goals Introduction to CRM CRM as a Business Strategy Design an effective segmentation

More information

NetSuite 10.0 Highlights

NetSuite 10.0 Highlights NetSuite 10.0 Highlights Businesses today are looking for technology solutions to help them raise the visibility of their Web site, streamline their customer processes, increase organizational productivity

More information

Enhancing productivity, enabling. Success. Sage CRM

Enhancing productivity, enabling. Success. Sage CRM Enhancing productivity, enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and

More information

From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.

From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively

More information

CRM for Sales. Increase productivity and sales effectiveness to optimise opportunities and drive revenue. Email Templates

CRM for Sales. Increase productivity and sales effectiveness to optimise opportunities and drive revenue. Email Templates CRM for Sales Increase productivity and sales effectiveness to optimise opportunities and drive revenue From quote to close, sales executives and frontline sales professionals face the challenge of higher

More information

CRM SOFTWARE EVALUATION TEMPLATE

CRM SOFTWARE EVALUATION TEMPLATE 10X more productive series CRM SOFTWARE EVALUATION TEMPLATE Find your CRM match with this easy-to-use template. PRESENTED BY How To Use This Template Investing in the right CRM solution will help increase

More information

Advanced Multichannel Order Management Solutions That Optimize Sales Performance

Advanced Multichannel Order Management Solutions That Optimize Sales Performance Advanced Multichannel Order Management Solutions That Optimize Sales Performance Analytics that help you make accurate, informed decisions Scalable and Vendor-Neutral; work with any service provider Over

More information

Enterprise Grade CRM on Cloud

Enterprise Grade CRM on Cloud www.efffiasoft.com TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH EFFIASOFT S Enterprise Grade CRM on Cloud Customer Relationship Management A comprehensive, easy-to-use, customizable and integrated solution

More information

Compare versions with Maximizer CRM 12: Summer 2013

Compare versions with Maximizer CRM 12: Summer 2013 Compare versions with Maximizer CRM 12: Summer Group and Enterprise Editions The Summer release of 12 continues to build on the theme of enhanced performance, usability and productivity while maintaining

More information

Focused sales management

Focused sales management Focused sales management Make the most of every sales opportunity Sage CRM directs your sales efforts toward the most profitable, most winnable deals and helps you make the most of cross-selling and upselling

More information

Perfect Customer Relationship Management (CRM) System

Perfect Customer Relationship Management (CRM) System Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,

More information

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably SalesGrow CRM WTM SalesGrow CRM helps organizations differentiate their businesses to achieve maximum

More information

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses

What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses What to Look For in a Customer Relationship Management (CRM) Application for Small Businesses You ve outgrown Excel. Using your email system to track your customers has become overwhelming. Your business

More information

Sage MAS 90 and 200. Extended Enterprise Suite S

Sage MAS 90 and 200. Extended Enterprise Suite S Sage MAS 90 and 200 Extended Enterprise Suite S An End-to-End Approach to Business Software At Sage, we ve been supporting businesses like yours with world-class business software for well over a quarter

More information

Sage ERP X3 What's new in Sage ERP X3 6.5?

Sage ERP X3 What's new in Sage ERP X3 6.5? Sage ERP X3 What's new in Sage ERP X3 6.5? Sage ERP X3 6.5 improves productivity, simplifies installation, and offers you new specialized features through cloud services. Enhancements include Electronic

More information

Who s ready to buy now? Who s a warm prospect? Who s been left behind? Top Producer has the answers.

Who s ready to buy now? Who s a warm prospect? Who s been left behind? Top Producer has the answers. Who s ready to buy now? Who s a warm prospect? Who s been left behind? Top Producer has the answers. Top Producer - the easy-to-use CRM Follow up with prospects and leads wherever you are A professional

More information

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce

The #1 Web-Based Business Software Suite. Accounting / ERP CRM Ecommerce The #1 Web-Based Business Software Suite Accounting / ERP CRM Ecommerce for every business. Intelligent Complete Simple You have real-time access to all the information you need to make better, faster

More information

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7 QAD Customer Relationship Management Demonstration Guide May 2015 EE2015 / CRM 6.7 Overview This demonstration shows how QAD Customer Relationship Management supports the vision of the Effective Enterprise;

More information

Table of Contents. What is CRM and why do you need it anyway?... 3. One of the best ways to grow your business: invest in technology...

Table of Contents. What is CRM and why do you need it anyway?... 3. One of the best ways to grow your business: invest in technology... Table of Contents What is CRM and why do you need it anyway?... 3 One of the best ways to grow your business: invest in technology... 4 CRM can transform your sales process... 5 Lead management: generate,

More information

Software Solutions Digital Marketing Business Services. SugarCRM Community Edition for Small & Medium Enterprises

Software Solutions Digital Marketing Business Services. SugarCRM Community Edition for Small & Medium Enterprises Software Solutions Digital Marketing Business Services SugarCRM Community Edition for Small & Medium Enterprises Contents Introduction... 1 SugarCRM Community Edition (CE)... 1 Basic CRM Workflow... 2

More information

Create, attract, retain and delight customers, profitably. HubSpot Connector

Create, attract, retain and delight customers, profitably. HubSpot Connector CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects

More information

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE Document K59 RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE THE BOTTOM LINE When Nucleus analysts investigated the use of NetSuite by manufacturers, they found these companies were

More information

Emails + Zoho CRM. for Your Business. Customer Relationship Management. Email

Emails + Zoho CRM. for Your Business. Customer Relationship Management. Email Emails + Zoho CRM for Your Business Customer Relationship Management Email 2 Contents The Basics The Email + CRM Solution Built-in Option to Send Emails Zoho Mail Add-on BCC Dropbox Plug-in for Microsoft

More information

Business Management Made Simpler

Business Management Made Simpler SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Business Management Made Simpler Successfully manage and grow your small business Successfully manage and grow your

More information

Smart field sales excellence platform designed to expedite sales activities in the field

Smart field sales excellence platform designed to expedite sales activities in the field Smart field sales excellence platform designed to expedite sales activities in the field Successful companies need to be agile and responsive to their customer s needs. They ve replaced manual processes

More information

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price.

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price. Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price. Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM,

More information

Deltek Maconomy Project Management

Deltek Maconomy Project Management Deltek Maconomy Project Management Managing the full project workflow To improve project profitability your ERP solution should support all stages of the project life cycle; from presales over project

More information

MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool.

MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool. MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO Everything you need to know to create the ultimate sales and marketing tool. Table of Contents Introduction...3 Chapter 1: What Is Marketing Automation?...4

More information

About ERP Software Whitepaper

About ERP Software Whitepaper About ERP Software Whitepaper Many people have heard the term ERP used in a conversation but don t fully understand what it means. This whitepaper will provide information about the processes and advantages

More information

Delivering Customer Delight... One Field Agent at a Time!

Delivering Customer Delight... One Field Agent at a Time! Delivering Customer Delight... One Field Agent at a Time! BORN for Field Service Management FieldOne Sky - Enterprise Field Management Solutions The most advanced, comprehensive and adaptable enterprise

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Business Introduction Presentation June, 2013 Organise AND Improve What is Business Improvement Boosted win rates by 27% Improved sales

More information

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry

SMART CRM Desk for Service Sector. Solution for Customer Relationship Mgmt (CRM) in Service Industry SMART CRM Desk for Service Sector Solution for Customer Relationship Mgmt (CRM) in Service Industry SMART CRM Desk for Service Sector A unique solution for the aftermarket warranty and service operations,

More information

Xero reviewers guide

Xero reviewers guide Xero Reviewers Guide 1 Xero reviewers guide Xero is the world s leading online accounting solution. Use this guide to understand Xero s key features and how we are helping small businesses thrive. Updated

More information

Sage 100 ERP 2014 Connect your business.

Sage 100 ERP 2014 Connect your business. Sage 100 ERP 2014 Connect your business. The foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions New web and mobile functionality:

More information

The Smart Solution to Customer Relationship Management

The Smart Solution to Customer Relationship Management Dealer Intelligence The Smart Solution to Customer Relationship Management Car dealerships are shifting gears with Dealer Intelligence (DI): Designed with extensive research, knowledge, and real experience

More information

BMC Remedy IT Service Management Suite

BMC Remedy IT Service Management Suite BMC Remedy IT Service Management Suite BMC Remedy ITSM enables streamlined service delivery with an amazing user experience on both sides of the service desk. Business Challenge Today s enterprises are

More information

Easy To Use. Easy To Own.

Easy To Use. Easy To Own. Easy To Use. Easy To Own. YOU DESERVE EASY. Modern dentistry is certainly complex, but your practice management software doesn t have to be. Henry Schein Easy Dental gives you everything you need to make

More information

Jobvite Hire: High Tech. The innovative recruiting solution that fuels your innovation. information@jobvite.com. Follow Jobvite:

Jobvite Hire: High Tech. The innovative recruiting solution that fuels your innovation. information@jobvite.com. Follow Jobvite: Jobvite Hire: High Tech The innovative recruiting solution that fuels your innovation. Few industries today are as hot as high tech and few are as dynamic and competitive. The pace of technology growth

More information

14.95 29.95. 3 Unlimited. Click4Assistance - Package Comparison. The Packages...

14.95 29.95. 3 Unlimited. Click4Assistance - Package Comparison. The Packages... The Packages... Lite Low cost, entry level live chat software, available for small businesses with a single operator. This option allows unlimited chats, and offers a great range of button images and chat

More information

Experience Business Success Invest in Microsoft CRM Today

Experience Business Success Invest in Microsoft CRM Today Experience Business Success Invest in Microsoft CRM Today Published: August 2005 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed

More information

CUSTOMER MANAGEMENT IN THE CLOUD

CUSTOMER MANAGEMENT IN THE CLOUD CUSTOMER MANAGEMENT IN THE CLOUD SPEED UP YOUR BUSINESS WITH CRM2HOST. COST-EFFICIENT, FLEXIBLE, INTUITIVE AND SECURE. Business requirements steadily grow. You need efficient processes and central information

More information

PIVOTAL CRM. CRM that does what you want it to do BROCHURE

PIVOTAL CRM. CRM that does what you want it to do BROCHURE PIVOTAL CRM CRM that does what you want it to do BROCHURE THE PIVOTAL CRM PHILOSOPHY THE PIVOTAL ADVANTAGE Today s business world is a fast moving and dynamic environment one in which your teams expect

More information

Increase Outside Sales Productivity using Mobile Technologies

Increase Outside Sales Productivity using Mobile Technologies White Paper Sponsored by Epicor Software Increase Outside Sales Productivity using Mobile Technologies For most lumber and building materials (LBM) dealers and distributors, their outside sales people

More information

Overall Solutions and Features

Overall Solutions and Features Overall Solutions and Features 9201 Corporate Blvd., Suite 470 Rockville, MD 20850 1-800-350-8656 www.3clogic.com Table of Contents 3CLogic Overview... 2 About 3CLogic... 2 3CLogic Cloud-Based Contact

More information

New to CRM? Discover Cloud Delivered CRM in 30 minutes!

New to CRM? Discover Cloud Delivered CRM in 30 minutes! New to CRM? Discover Cloud Delivered CRM in 30 minutes! Software applications delivered over the Cloud and based on the SaaS subscription model have gone through hyper growth over the last few years and

More information

Sage 300 ERP 2014. What's new. Being connected helps get more done

Sage 300 ERP 2014. What's new. Being connected helps get more done Sage 300 ERP 2014 What's new Being connected helps get more done Get more done by connecting your business, providing a better customer experience, and increasing revenue. Sage 300 ERP (formerly Sage ERP

More information

See your business in a new way.

See your business in a new way. Operations and Distribution Management Brochure See your business in a new way. Realize the future of your business today. See your business in a new way. Realize the future of your business today. Distribution

More information

After the Call: reachlocal.com/reach-edge 866-978-9312. 2013 ReachLocal. All Rights Reserved. No reproduction without permission.

After the Call: reachlocal.com/reach-edge 866-978-9312. 2013 ReachLocal. All Rights Reserved. No reproduction without permission. After the Call: 5 Tips for Successful Lead Management with ReachEdge Attracting consumers to your website is just one step in a successful online marketing plan. That s because you don t just want visitors

More information

CRM for Business Intelligence

CRM for Business Intelligence DATA SHEET CRM for Business Intelligence MAXIMIZER CRM Published By Real-time visibility into your business Strategize effectively and make informed business decisions with timely, accurate insight into

More information

Everything You Need in Service Management Software

Everything You Need in Service Management Software Everything You Need in Service Management Software Welcome to Miracle Service With over 5,000 users in over 45 countries, Miracle Service is the field service software of choice for thousands of service

More information

Customer Analysis CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT

Customer Analysis CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT Customer CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT Companies are continuing to adopt a more customer-centric approach to doing business, realizing that in this competitive marketplace,

More information

Maximizer CRM For Sales

Maximizer CRM For Sales OVERVIEW Maximizer CRM For Sales MAXIMIZER CRM Published By Increase productivity and sales effectiveness to optimize opportunities and drive revenue From quote to close, sales executives and frontline

More information

Speed up your business

Speed up your business Speed up your business incadea is the leading provider of enterprise software solutions and services to the global automotive retail and wholesale market. With a proven industry focus and expertise, incadea

More information

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

Turn Your Business Vision into Reality with Microsoft Dynamics SL

Turn Your Business Vision into Reality with Microsoft Dynamics SL Turn Your Business Vision into Reality with Microsoft Dynamics SL You have worked hard to build a vision for your business. With Microsoft Dynamics SL, you can turn that vision into reality with a solution

More information

S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y

S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y C U S T O M E R R E L A T I O N S H I P M A N A G E M E N T O V E R V I E W CRM: Contact

More information

Deltek Vision. for Consulting Firms. www.deltek.com/vision

Deltek Vision. for Consulting Firms. www.deltek.com/vision Deltek Vision for Consulting Firms www.deltek.com/vision Deltek Vision A Higher Level of Integration, Collaboration and Success Managing the profitability of an engagement-based business requires instant

More information

Sage X3. Now you can grow faster, without getting bigger.

Sage X3. Now you can grow faster, without getting bigger. Sage X3 Now you can grow faster, without getting bigger. Adopt a faster, simpler, more flexible business management solution With Sage X3, you are choosing the next generation of business management solution

More information

Endeavour Dynamics Offering

Endeavour Dynamics Offering Endeavour Dynamics Offering Microsoft Dynamics AX 2012 is recognised as a global leading ERP system that supports a single instance strategy for medium to large enterprise companies. Endeavour is proud

More information

10 Reasons TO TRY QUICKBOOKS POINT OF SALE

10 Reasons TO TRY QUICKBOOKS POINT OF SALE 10 Reasons TO TRY QUICKBOOKS POINT OF SALE 10 Reasons TO TRY QUICKBOOKS POINT OF SALE 1. Ring up sales quickly and accurately.............3 2. Works seamlessly with your QuickBooks financial software*..................4

More information

Increase your Performance with the PSA Suite for Microsoft Dynamics CRM

Increase your Performance with the PSA Suite for Microsoft Dynamics CRM Increase your Performance with the PSA Suite for Microsoft Dynamics CRM With the PSA Suite you will increase your Performance and you will have insight in all the major Key Performance Indicators of your

More information

Benefits of Web-Based Customer Management F A E C. QuickBooks Products and OASIS CRM Your True Total Business Solution. Solutions to Extend Track

Benefits of Web-Based Customer Management F A E C. QuickBooks Products and OASIS CRM Your True Total Business Solution. Solutions to Extend Track F A E C BP Benefits of Web-Based Customer Management QuickBooks Products and OASIS CRM Your True Total Business Solution Solutions to Extend Track 2006 Intuit Inc. All rights reserved. What Is CRM? An

More information

Designed to deliver... today and tomorrow

Designed to deliver... today and tomorrow Signature Designed to deliver... today and tomorrow Field Service & Mobility Jobs Costing & Project Management Equipment Management Time & Expense Sales & Marketing Financials HR & Payroll Supply Chain

More information

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT Introduction People drive business results; amplify their impact and you can achieve greater success. At Microsoft, we believe that when people are equipped with the right tools, they can surmount even

More information

EFFICIENTLY RUN YOUR OPERATIONS. Accounts Receivable Track individual clients, organizations, and funding sources separately.

EFFICIENTLY RUN YOUR OPERATIONS. Accounts Receivable Track individual clients, organizations, and funding sources separately. At a Glance years serving the nonprofit and education sectors MANAGE ACCOUNTING FOR NONPROFITS REPORT AND BUDGET WITH CONFIDENCE EFFICIENTLY RUN YOUR OPERATIONS MAINTAIN DATA INTEGRITY UNDERSTAND AND MANAGE

More information

OpenERP at a Glance. Open Source: OpenERP is committed to Open Source. The software is published under the AGPL licence

OpenERP at a Glance. Open Source: OpenERP is committed to Open Source. The software is published under the AGPL licence OpenERP at a Glance OpenERP is a comprehensive suite of business applications including Sales, CRM, Chatter, Project management, Warehouse management, Manufacturing, Accounting and Human Resources. Complete

More information

GROWTH. Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth

GROWTH. Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth GROWTH Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth Microsoft Dynamics GP Business Essentials Build your business with a solution designed for growth

More information

Customer Relationship Management - a strategic approach

Customer Relationship Management - a strategic approach Sage CRM Solutions Customer Relationship Management - a strategic approach Managing interactions with prospects and customers effectively and profitably is a fundamental part of business. Success depends

More information

S prin g 2 0 1 4. Higher Education Enrollment CRMs. Some assembly required?

S prin g 2 0 1 4. Higher Education Enrollment CRMs. Some assembly required? S prin g 2 0 1 4 Higher Education Enrollment CRMs Some assembly required? Table of Contents Higher Education Enrollment CRMs... 1 Introduction... 1 Best Practice: Closed Loop System... 2 Closed Loop Benefits...

More information