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BisnessMart
Small Business
Investigators
Senior Care Industry
Human Resources
CRM
Digital Filing
$59.95/month includes 2 users additional users at $19.95
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CRM
Customer Relationship Management (CRM) is designed to help you bring the difficult and cumbersome task of maintaining close contact with current customers, as well as prospects. Extensive sales and customer information is available immediately which helps you to manage sales and marketing initiatives and track their results. Key components of the application include:
Develop and track sales

Automated sales functions to increase productivity and acquire more customers.
At your fingertips, you have detailed account and contact information, the
ability to track opportunities from lead to close, forecast revenues, manage
sales activities and have complete visibility into each prospect as they move
through the sales cycle.
An additional benefit to using this system is that in the event that any of your
sales representatives leave the company, they don’t leave with important sales
information tucked away in their mind, but instead it’s all accessible, right at
your fingertips, eliminating any disruptions in work flow, lead follow-up and
ultimately closing the sale.
Run Email Campaign
Assemble the campaign by selecting the message and the groups to receive it.
Then determine the frequency and the date to start. Based on the above
information, the system will run the campaign and report on results.
Managing Marketing expenses
You can set up and administer marketing programs and track their success. The
system enables you to:
-- Tracking different marketing and advertising campaigns (TV, radio, print
campaigns, etc)
-- Monitor return on investment (ROI) for each campaign by providing real time
information on the number of generated leads, number of sales and total sales
dollars as a result of each marketing campaigns.
Customer Relationship
Having client information in one location provides you with deep knowledge of
every account, so that you and your staff can provide superior client service to
build and maintain strong, lasting customer relationships. Creating trust and
longevity with current clients will only lead to better customer relations with
them, as well as your reputation among potential new clients.
Knowledge is Power
You will have all the details of a client’s account right in front of you: a
history of past service inquiries, a list of the products the customer is using,
the service level to which the customer is entitled, and much more in a single
contact manager interface. The system can also create a complete, at-a-glance
case history for each customer inquiry.
Understanding your client’s position puts you in a better place to provide
better solutions for their needs. Not every client is the same and so each
client needs to be handled appropriately. This system can help you accomplish
that goal and ultimately make for happier customers.
Another added benefit of this system is that you can have a complete
understanding of a customer’s interactions with your service organization,
including up-to-date information about customer purchases and payments. Being
able to see how your clients are interacting with your employees can also help
you determine if you are using your staff, finances and other resources
effectively to service those accounts. You may find that your current approach
is not the best way to handle a more demanding client versus a less demanding
client.
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