Interprise CRM - Sales Tool connected to the world

CRM, the most integral tool of a sales team, is now one of the most powerful modules in Interprise Suite. Put yourself in a world where data and information flows from all the various modules in and out of CRM. As soon as an order is placed, an invoice is paid, or a shipment is fulfilled that information is immediately reflected in CRM giving your sales team up to date activities, opportunities and marketing results.

Companies can rely on Interprise Suite's CRM Module's powerful yet simple to use functions. As your organization utilizes the power tools of Interprise CRM your company will soon find its way to better and more efficient customer service and relations. Sales will increase by automating key aspects of your company's selling cycle and by managing and tracking all aspects of your sales campaigns.


Interprise Suite CRM Benefits

• Calendar Dashboard
• Create Leads and Contacts Easily
• Create and Manage Activities
• More effectively manage your sales opportunities
• Create and manage profitable sales campaigns
• Built in word processing with mail merge
• Email module integration

PERSONAL AND TEAM CALENDARS ALLOW YOU TO BETTER MANAGE YOUR ACTIVITIES, CALLS AND MEETINGS

The Interprise Suite calendar dashboard gives you instant access to the activities, to-do's, meetings and scheduled phone calls of you and your teams. Fly-out panels in the dashboard groups both you and your team's calendar items into easy to understand specific lists organizing even the most complex Calendars. Helpful bubble help allows you to learn more about calendar activities without having to open them thus saving time.

• Company-wide view of all the activities for a particular period
• Pinable fly-outs organize calendar items
• Calendar views include daily, work week, weekly, monthly or list view
• View calendar activities by month, number of days, today, tomorrow or on a specific date range
• Filter out calendar activities by activity type (phone call, meeting, to-do, etc.)
• Filter out activities by priority
• View all activities assigned to a particular user
• Filter out all activities that are either completed, in progress, or cancelled
• User defined filters can be saved and reapplied
  

CREATE LEADS AND CONTACTS

Interprise Suite takes a comprehensive approach to lead and prospect management. By managing the entire sales cycle from lead to customer, Interprise Suite can greatly simplify the process. Designed around a lead -> prospect -> customer approach, Interprise Suite allows your sales team to qualify incoming leads, converting them to prospects and optionally creating sales opportunities in just a single step.

With Interprise Suite, sales quotes can be created for prospects ensuring that your customer list only contains customers. When sales quotes are accepted they can be turned into orders while the prospect is turned into a customer. Directly from a lead, prospect or customer file you can create activities, send emails, make quotations, send faxes and more. Interprise Suite's fully integrated approach allows it all to happen.

• Detailed lead and prospect Information
• Supports an unlimited number of leads and prospects
• Create custom fields
• Included is Interprise's word processor which simplifies lead, prospect or customer related mailings
• Support for personal contacts
• Tabbed Contact Form
• Create activities and opportunities within the prospect or customer form
• Attach documents and other files for the prospect and contacts
  

CREATE AND MANAGE ACTIVITIES

Charles Robert Darwin once said "A man who dares to waste one hour of time has not discovered the value of life." We couldn't agree more. Interprise Suite's integrated approach allows your sales team to quickly and easily create entity (customers, suppliers, prospects, contacts) and non-entity based activities. Activities can be marked private or shared at the team or company level. Whether you believe that time is the ''value of life'' or more simply that ''time is money,'' Interprise Suite includes the tools needed to better manage time.

• Activities are automatically displayed on the calendar
• Activities can be assigned to individuals or teams
• Activity types include: To-do, Case, Meeting, Call and Callback
• Reminders can be set up to pop-up before the task is due
• Supports custom categorization of activity items
• Activity notes supports pictures and advanced text formatting
• Attachments can be added to activities keeping activity related information together
• Activities can be assigned to opportunities and campaign waves
• Callback buttons allow you to set up return and follow-up calls with just a single click
• Call activities features a timer to automatically and accurately record call times
• Meeting activities allows you to assign resources, check the availability of team members and automatically notify participants via email of new meetings
• Support for reoccurring activities
  

MORE EFFECTIVELY MANAGE YOUR SALES OPPORTUNITIES

One of the most exciting aspects of the CRM module is its ability to guide and organize sales activities from inception to completion. Through the use of the sale opportunity feature, all sales functions can be efficiently managed allowing the entire team to work together as one compressive unit increasing synergy and productivity. Sales opportunities can be created for both prospects and customers while sales forecasts can be entered manually or updated automatically based on the latest sales quotations. Incoming and outgoing faxes and emails, as well as all activities, can be associated with a particular sales opportunity allowing you to view all opportunity related information in one logical location. A graphical opportunities dashboard with customizable charts and graphs brings all your opportunity information together allowing you to quickly spot trends and develop more profitable selling strategies.

• Complete sales force automation
• Create and estimate opportunities
• Predict estimated revenue to be won or lost
• Relate sales quotes, email and other documents
• Include competitor details for comparison
• Add notes and view activities, communications and history
• Chart analysis of opportunities to see results
• Search form filters out open, won and lost opportunities
• Supports an unlimited number of custom fields
• The embedded Interprise word processor creates e-mail or documents that can be sent via e-mail or fax
• Audit trail tracks opportunity progress
  

CREATE AND MANAGE PROFITABLE SALES CAMPAIGNS

Nothing is more effective in increasing sales than a targeted sales and marketing campaign. The Interprise Suite CRM campaign feature gives you the tools you need to plan and execute sophisticated sales campaigns. Based on the CRM wave concept where campaigns are executed in multiple waves, you can develop fax, email, call and direct mail campaign waves to ensure the success of your campaign. Wave types can be mixes within the same campaign allowing you to send first an email wave, then follow-up with a second phone call wave several weeks later. Campaigns can be linked to sales opportunities and orders allowing you to monitor the success of your activities.

• Create target lists based on customer history - i.e. all companies that bought product "x" or bought items in "y" category
• Create personalized text or HTML based emails and faxes to send to your leads, prospects, customers or suppliers.
• Selectively send emails or faxes to customers and prospects. For example, customers with good credit who bought a particular item
• Attach campaign related documents
• Integration with your entire contact transaction history allows for better communication with customers allowing for better service, building loyalty and increasing sales
• Share contact history with the entire team for informed decision making
• Audit trail tracks campaign progress
• Included chart analysis of campaigns to decide on appropriate course of actions
• Search Form searches active, completed and cancelled campaigns
• Campaign Form allows for an unlimited number of custom fields
  

BUILT IN WORD PROCESSING WITH MAIL MERGE

Interprise Suite includes a comprehensive Microsoft Word ® compatible word processor that can better manage written communication throughout the enterprise. An integral part of Interprise Suite, the Interprise Suite word processor is data aware allowing you to create or merge documents faster and easier than what is possible in a separate stand alone system. Documents created in the word processor can easily be added to the template library allowing it to be shared throughout the enterprise.
That's how you say INTEGRATED.

• Full featured word processing
• Can open and save documents in rtf, html, doc (Microsoft Word), XML and TXT formats.
• Documents can be saved in Interprise Suite to be shared company wide
• Documents can be exported to adobe PDF files
• Easily create mail merge documents
• Integrated spelling and autocorrect options
• Built in templates makes mail merging a one step process
  

EMAIL MODULE INTEGRATION

Email has become the accepted form of business communication. The disparate nature of today's most commonly used email clients makes it very hard for a single organization to work together as one comprehensive unit. To overcome the shortcomings in today's software choices, Interprise Solutions created an email application that directly integrates with Interprise Suite. As an integral part of Interprise Suite, the email client will automatically copy all incoming and outgoing emails of your shared contacts giving the enterprise a complete sharable history of all email correspondence.

The sophisticated email writer sends attachments and embeds pictures directly inside the email like the best selling email clients do. To ensure compatibility with older email clients, emails can be sent as plain text or html. As users move between different computers, they still have access to their entire email history.

• Email dashboard (Incoming / Outgoing / Sent)
• Comprehensive email composer with spell check and autocorrect
• Read, reply, send or forward email
• Send mass email with mail merge; multiple file attachments
• View team based e-mails
• Support for BCC
• Contact-related e-mails are stored in contact history, allowing you to view a company-wide record of all e-mail related activities
• Works with Interprise Suite user profile allowing the set-up of e-mail accounts with no additional work