Finding ways to better integrate your global sales and marketing staff is an economic requirement. No matter the size or nature of your staff, the better the quality and flow of data between your team and your partners, the more successful your organization. Our web-based CRM solution was designed with ease of use and ease of adoption in mind. Developed based on our experience in integrating and extending other solutions, we created an opportunity-centric tool perfect for the firm looking for a lighter, more accessible solution.

Key Features

• Web-based CRM tool provide real-time visibility.
• Customizable sales model templates to fit your sales model, not ours.
• Import/Export tool included.
• Integrates with most financial packages through common industry standards.
• Screens permit easy modification.
• Automatic lead distribution based on your sales territories or channel requirements.
• Document Repository supports any file type.
• Rules-based security for better control of access to your customer and prospect data.
• Extensive reporting tool included, with both preconfigured and ad hoc reporting capabilities.

Key Benefits

• No Synchronization required to maintain accurate data.
• Our application responds to your process, not ours.
• Simplifies your implementation.
• We recognize that your CRM solution is only one of element of your software infrastructure.
• Simplifies adoption and application interaction.
• Simplifies and accelerate your lead management.
• Improves communications and lowers distribution costs.
• Better information visibility greatly improves your decision making.

“By leveraging our custom development experience, our technical depth, and our development framework, we have created a highly usable, extensible CRM solution. Sales processes differ and your CRM solution should recognize that.”