AN CRM GUIDEBOOK. The complete guide to CRM & Officetrax

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1 AN CRM GUIDEBOOK The complete guide to CRM & Officetrax

2 Streamline your workflow. Work faster than ever before. Table of Contents 02 What is CRM? 03 Does your business need it? 04 Why Officetrax? 05 Vital Features 06 Basic Plan Features 10 Standard Plan Features 11 Pro Plan Features Customer Relationship Management

3 What is CRM? Growing your business. Customer Relationship Management (CRM) is the overseeing of your interactions with potential customers, and current customers. Using a CRM application streamlines your daily tasks to make sure every day is productive. You can organize, automate and manage sales, marketing and customer service all from one place. Implementation of the right CRM helps to increase sales by being able to track strong acquisition methods, interactions with your customers, valuable lead sources and more! Customers love spending money with companies that give positive customer experiences and that s your CRM goal!

4 Do you need it? Why you should use CRM Imagine that within a year your sales grew by 100%. Would you be able to effectively organize customer, account, sales and marketing data? And on top of that, could you connect with all of your new customers while still maintaining a relationship with your current ones to ensure an outstanding customer experience? Would you know exactly what sales associate landed that sale and the acquisition method that lead to the success? Think of all the paper work, reports, spreadsheets and data associated with those sales and clients. Would you be able to sort through it and stay organized? CRM for any business is more than a smart tool it s a powerful strategy to ensure continued sales growth.

5 Why What makes us great?? Officetrax gives you the tools to make sure that every task and every day is productive. We offer great value for small businesses who are looking to drive their sales growth by providing a better customer experience, and creating stronger customer relationships. Our simple, yet powerful interface means that it s easy for you to learn and use, while still getting the job done right. We offer competitively priced packages that include tons of features and storage so that you can know exactly who you re selling to for a fraction of the cost of other CRMs! One Application. One Workflow.

6 Vital Features What goes on behind the scenes? Multi-Device Laptop Smart Phone Tablet Any with WiFi Mobility Software License Fees Downloads Cloud Computing Users Basic Plan UNLIMITED Standard Plan UNLIMITED Pro Plan UNLIMITED There is no catch. No maximum or minimum users required. Data Backups Basic Plan /day Standard Plan /day Pro Plan /day Extra backups can be added (+$) Supported Browsers Safari Chrome Explorer Edge Firefox Storage/User Basic Plan GB Standard Plan GB Pro Plan GB Extra storage can be added (+$)

7 Basic Plan Your guide to what s inside Officetrax Accounts & Contacts Easily create, manage and track all of your contacts, clients, and accounts. Include detailed information such as birthdays, s, phone numbers, and profile photos. You can also view past interactions, history and activity with a contact. Now you know who you re selling to. Calendar & Events Create and schedule events and set reminders for yourself inside your calendar. Track appointments, meetings and other important dates. For pricing details visit priceofficetrax.com or call Opportunities Manage potential sales and track every stage of the sales process. Track customers that have a higher chance of completing a sale so that you can grow your sales. Case Management Track and record all incidents being submitted to your company from clients or customers. Through this you can save time and money by not focusing on unecessary requests from outside your company.

8 Basic Plan Continued Multiple Currencies Use the currency that makes most sense for your product and business. Mass With the click of a button send campaigns out to hundreds - even thousands of contacts. Use our list manager to segment your contacts and send your messaging to exactly who needs to see it. You can even use tags to customize s with things such as first name and last name so your customers receive a personalized . For pricing details visit priceofficetrax.com or call Marketing Campaigns Create and manage marketing campaigns - set your budget, your timeline, and your expected revenue so that everything is measurable and tracked so you can test success rates. Opt-Out Our mass comes with an opt-out option. This provides customers with an unsubscribe button. This status is then tracked inside their customer profile page so you know exactly who does and doesn t want to hear from you - so that you can comply with anti-spam laws and regulations.

9 Basic Plan Continued Product Tracking Track your products by entering names and relevant files associated with that product so that all of your important product information is readily and easily accessible. Standard Dashboard Our standard today dashboard gives you a quick overview of what your day looks like inside our CRM application. See scheduled projects, meetings, tasks and more as soon as you log in to the system. For pricing details visit priceofficetrax.com or call Documents & Attachments Upload documents and attach them to customer profiles, accounts, marketing campaigns and more so that all relevant information is kept in a central location. No more digging through your computer to find a specific item. Organizational Heirarchy (Roles) This feature gives you the ability to define who reports to who inside the application by setting roles. That means sales associates aren t seeing information meant for managers only.

10 Basic Plan Continued Privacy Settings Set privacy to certain areas of the application so your teammates and colleagues are only seeing or accessing information appropriate to their job position. Set functions such as: public, read only, or private. Custom Sales Pipelines Easily create a sales pipeline that s customized to your product and market. Use it to track progress on sales, meet goals, and efficiently sell your products For pricing details visit priceofficetrax.com or call Activity Feeds All major functions inside the application are given a timeline function. This allows you to easily view actions taken on a specific task. You can even add a note to the timeline to add extra information. You re able to view your own, a specific teammate s, or everyone s timeline for a detailed overview on a specific item. Alternative List Views View lists of contacts, accounts, and more, in 3 different views - card, details, and list - whatever you prefer!

11 Standard Plan Standard plans also include all Basic features. Workspaces Every user on Officetrax has their own environment called a workspace. Managers, and those who have more heirarchy can view, manage and track all of their colleagues work progress and statuses. Project Management Easily manage all projects you ve undertaken. Schedule and assign tasks needed to complete your project, and view your timeline in our innovative gantt chart. The gantt chart provides ease of use by streamlining your workflow. For pricing details visit priceofficetrax.com or call Discussions Our unique discussions tool is like a fully-featured forum board. Here you can discuss ideas, issues and other information with your teammates and other users.

12 Pro Plan Pro plans also include all Basic and Standard features. RFCs / Problem Management After using Case Management you can take it a step further by either using Requests for Change (RFCs) or Problem Management. Use RFCs to track changes made on your product or service, from customer request all the way down to the employee that implemented the change. Use Problem Management to investigate issues that are not easily solvable - this creates a database of problems so they are easily solved in the future. Branded Login Page Use your branding on your login screen to personalize your Officetrax application. For pricing details visit priceofficetrax.com or call Time Tracking Users can track time spent on opportunities, campaigns, projects, and incidents / RFCs / problems. This way you can weed out tasks that are unproductive - or even find leads that take up too much time without converting into a sale. Make every day productive! Territory Management Separate your sales information and representatives into logical or geographical areas. This prevents sales teams from competing against each other in similar areas or territories.

13 One Application. One Workflow. Version: February 2016 Please check for the most up-to-date information on our features Washburn Drive, Kitchener ON N2R 1S2

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