SalesXCRM Productivity Solutions

To build the strongest possible relationships between a business and their customers, SalesXCRM engineers solutions that focus on user productivity, increasing sales and overall profitability.

DASHBOARD

SalesXCRM software provides multiple intuitive dashboards to manage both sales and support for the company. Data includes user activity, today’s appointments, open proposals, open tickets, opportunities, sales forecasting, sales rankings and much, much more

DOCUMENT STORAGE

SalesXCRM software provides document storage for storing documents under Accounts in the system. Users have the ability to create the names of the documents stored in addition to restricting access to documents based upon user privileges.

SUPPORT TRACKING

SalesXCRM software provides an integrated ticket tracking system to track customer support requests. Tickets assigned to users will display on the user dashboard to ensure the user is alerted and streamline customer service. We also offer integration with Zendesk.

LEADS - SALES PROCESS

SalesXCRM software is designed to follow a proven sales process to ensure the highest possible closing percentages. Businesses are able to modify the sales process in SalesXCRM to meet their current sales process. All leads are tracked for each sales stage until the sale is completed.

PROPOSAL GENERATOR

SalesXCRM software streamlines the process of being able to quickly generate proposals and purchase orders for prospects and customers. The proposal feature is customizable by the end user to ensure. Once a proposal is generated, the system tracks the new opportunity

SALES TRACKING

Each time a proposal is generated, SalesXCRM creates an opportunity to track the potential revenue and any maintenance fees that may apply to the (If applicable). Sales managers and sales teams stay in control with the ability to identify the status of each sale with the ECD.

VIEW 360

SalesXCRM software has created the absolute best design for viewing accounts and contacts in a single page view. Whether you are looking for the latest activity, notes, support tickets, documents, statistics, text or email communication, SalesXCRM centralizes the data for you.

SALES MANAGERS ALERTS

SalesXCRM software will immediately alert the sales managers whenever a new proposal or sales opportunity is created. This keeps the sales managers in the loop and on top of all sales opportunities for each sales rep. Sales managers are more efficient and on top of all sales.

QUICKVIEW

SalesXCRM software created QuickView as a tool to automate the review of accounts and contacts. Users are able to select the accounts or contacts they want to review and then select QuickView. SalesXCRM will display the data in a simple format to enhance viewing the data.

REMOTE WORK - ACCOUNTABILITY

SalesXCRM software tracks the login and logout times for each user. Based upon the employee start and end times, SalesXCRM will alert the assigned mangers via text or email if a user has not started their day on time or if the user is not showing activity throughout each business day.

CALL LIST AUTOMATION

SalesXCRM software is designed to take any grouping of contact or accounts and create a custom call list. Once a call list is created, it can be assigned with another user to make the calls. As calls are completed, the system tracks these calls until the last call is completed.

CAMPAIGNS

SalesXCRM software offers unlimited campaigns that are created by the user. Each campaign is tracked to compare the cost of the campaign to the sales generated and the ROI. SalesXCRM campaigns deliver results and ensure our clients know where to invest their time and money.

MAP IT

SalesXCRM software enables users to select groups of prospects or customers and map the addresses of these accounts on a map. This makes providing a visual image as to the location of these accounts simple and convenient while enhancing time management.

CALENDAR

SalesXCRM software provides a full calendar for users to schedule activities such as phone calls, meeting, To-Do’s, Virtual Calls in an easy to view calendar. Groups that share access are able to view users in those groups and the activities scheduled by each user

RESPONSE WIZARD

SalesXCRM software enables businesses to enter the most common responses to customer questions to ensure all employees are providing the same level of knowledge to each customer. The response wizard is fully customizable to meet the needs of all business types.

REPORTING

SalesXCRM software provides a full range of reports that includes general reporting and administrative reporting. From tracking each user that accesses the system and their activity to generating reports on leads added, proposals generated and sales won, we have you covered.

SMS - ON DEMAND TEXTING

SalesXCRM software offers integrated (SMS) text messaging to any contacts that has a cell phone number entered in SalesXCRM. All text messages sent are automatically updated in the account. Text messaging simplifies the task of communicating with prospects and customers.

EMAIL INTEGRATION

SalesXCRM software offers integration with Gmail and Microsoft Outlook to automate the creation and sending of emails. All emails are automatically updated in the account to make accessing previous emails fast and efficient.