Nurture prospects

Import leads
Import leads and integrate web forms to automatically kick start your sales process.

Segmentation
Segment your prospects and customer contacts into lists, take actions such as outbound calling, group emails, event organisation.

Email campaigns
Engage at scale, send personalised email campaigns from your personal email not a generic marketing alias, increasing trust and conversion rates. Send email messages for a specific purpose, such as marketing a product, conference or webinar information. theCRM manages campaigns and provides an easy method to review the effectiveness and impact of campaigns.

Activities
Manage your activities and your team’s to do list. Help your team manage and stay on top of tasks such as calls, events and meetingd with one unified action tracking dashboard. Activities or tasks may be assigned to the user or any other account. Activities provide a reminder of tasks to be completed and can be managed by a workflow stage that also provides a history of events.
 

More growth

Relationship management
Automatically combine contacts, communications, SMS, email boxes, calendars, product relationships. Help your team’s collaborate by bringing key contact information into one unified location.

Contact mapping
Provide a map representation of where customers are or maybe which products are ordered from each location. Have you ever wanted an easier wasy to see which customers you could visit when you are in an area for a meeting?

Email tracking
Emails are tracked and synchronized with outlook which automatically links an email to a contact by cross referencing the email address.

Enterprise search
Quickly find anything. No more searching to find the right list to search to find the information you need, find anything quickly from anywhere within theCRM.

Lists and backlogs
Filter/Search/Group lists – create bookmarks to manage lists. Each list within theCRM allows you to search across every column and filter by each column type eg. date ranges, this week, last month etc. Columns may be grouped by type, for example, to make large rows more manageable.

Pipeline management
Plan and track effectively. Stay on top of every stage in your sales process with a visual representation of your pipelines, using forecast lists or clickable funnels. Automatically track touch point’s such as events and communication activities to optimise your sales processes and grow more.

Qualification
Set your qualification dashboard’s by process, ensuring lead quality. Measure and track your business development consistently and focus on better quality opportunities.

Product catalogue
Set up product catalogues so that quotations can be created simply and quickly to a standard business model or integrate products from third party product management systems.

Sales forecasting and analytics
Realtime reporting of your team’s historical and forecast revenue. Quickly providing the insights you need to take action at the right time.

 

Personalise

No constraint custom objects and fields
No constraints creating new objects or fields. theCRM is built around storing data in objects, such as companies, contacts etc. Adding unlimited new objects such as jobs, opportunities, tickets, channels, along with any required or mandatory fields takes minutes rather than hours. Relationship’s between objects are defined by the customer, not by the system.

20 field types including encrypted fields
All the field types you could ever need are available to capture specific types of data, including multiple selection dropdowns, paragraphs, images, HTML along with encrypted fields for passwords etc.

Telephone fields may also be configured to link to mobile phones.

Custom workflow
Help your teams consistently follow process by setting up your processes in theCRM. Set mandatory or important tasks, hints and tips, or reminders. Automate actions to hand over key task’s to colleagues. Track process performance and continuously improve your organisation.

Custom architecture
theCRM has a unique Omni-relational database. theCRM stores information in objects, such as a company, contact, note and activity. Each object may be linked together in any order. This is extremely powerful and allows the collation of data without constraints and in the order you want.

Have you ever had to use a CRM where you need to enter company details before you can add a contact?! theCRM enables you to add data in the order that is best for you, reducing frustration and saving significant amounts of administration time. This makes theCRM a pleasure to use.

Document Management
Centralised document management. Reducing adminstration overheads and improving data quality.

 

Automate workflow

Automate tasks
Automate repetitive actions. Set automated tasks and communications to manage your business as efficiently as possible. For example why not send your customers an annual satisfaction survey to gather more insights and drive coninuous improvement. Or set automated emails when pre-defined triggers or actions are are reached.

Automate guidance
Set up hints and tips to help your team close tasks more efficiently and effectively.

Auto-fill documents
Automate the creation of emails, word or PDF’s for events, quotes and invoices or other key documentation. Client templates may be used to create customised reports which may be exported to Word/PDF/Excel format.

Automate Tender Matching
This feature allows you to take a tender with thousands of entries and match to your product list and compare to prices your marketplace. The advantage is reducing a task that can take months to a couple of days, and also facilitate accurate market competitive pricing.

 

Business intelligence

Reports
theCRM provides visual engaging, reports that translate your data into dynamic and interactive information that can be shared across the business. Reports can be personalised to the customers own templates such as quotes, invoicing and orders or other key company goals. Data within the system such as company, contact and product pricing are retrieved automatically in real-time from the system to produce the very useful and engaging reports.

Dashboards
Dashboards give management and front end users instant business intelligence, instant indication of which processes work and don’t work, and where best to spend time and resources. Set company Dashboards to give your Exec team real-time insights into your companies key activities and KPI’s (Key Performance Indicators).

Business Intelligence (BI)
Leverage your businesses existing investments in BI by integrating with your current capabilities.

 

Integrate

Integrate anything
Connect all your organisational silos and give better insight, coordination and end-to end customer service.

Modern CRM with modern API’s, integrate anything with an API regardless of the technology. Deliver rapid integration with; Marketing Automation, Events, Websites, Portals, Microsoft Exchange, ERP Systems, Accounts Software or bespoke systems.

Integrate everything and centralise your reporting dashboards. Reduce manual data duplication, increase efficiency and deliver better service. Learn more about theCRM Integration

 

Privacy and workflow

Account Access
Each user account may be assigned a specific role to allow varying levels of data access.

Administration Centre
Manage users/roles, add tables/fields, dropdowns, system settings, etc. The Administration centre manages the backend system. Administrators have the ability to manage the database scheme by adding tables and fields along with managing users/roles and a variety of system specific settings.

SAML SSO (Single sign- on)
Yes

AES-256 Encryption
Within your own system certain fields can be AES256 encrypted at user-level to allow the storage of business-critical information such as passwords. This provides military grade encryption to your most sensitive material, accessible only to those granted specific access within your organisation.

User access notifications
Yes

Two Factor Authentication
Your data is further secured by two factor authentication, including mobile phone based authentication.

Auto lockdown
Yes

GDPR compliance
Yes. Streamline or even automate your GDPR policy management.
Automate GDPR data reporting, erasure and Subject Access Requests.

CRM-UK staff privacy trained
Yes

Daily Backups
Stored 3 months

Deployment Options
Software as a Service (SaaS) or deployed On Premise.

ISO27001 PCN Compliant Data Centre
The Centre’s security risks are systematically tested, taking account of the threats, vulnerabilities, and impacts;
• a comprehensive suite of security controls are designed and implemented to address any such risks;
• an overarching management process is implemented to ensure the security controls continue to mitigate the threat landscape on an ongoing basis.

Nuclear Bunker based data centres
Yes

 

UK Service

Telephone support
Yes. 1st line support delivered by UK based CRM experts.

Online support
Yes