Sales Force Automation
Marketing Automation
Reporting and Management
Foster your business network
• Create and update contact profiles
• Record relationships between Persons and Companies
• Record Activities with your customers, suppliers and other contacts
• Share the knowledge within your team
• Know your business contacts and their history
Effective customer management of your business contacts will determine your long term success. Recording and sharing contact information among your team members is about building business knowledge. The business knowledge is a foundation for more effective marketing, sales and customer care. Contact management in SprinxCRM is the corner stone of managing your contact information, relationships and activities. SprinxCRM enables you building one centralized place where your team records and shares contact information.
Multichannel marketing campaigns
• Create one campaign across all channels
• Plan and execute tasks to process a campaign
• Reach your prospects with web, email and phone
• Track a campaign progress
• Generate Business Opportunities right from a campaign
Marketing campaign is a main vehicle for acquiring new leads and leads fuel your sales. It is never ending process doing marketing and it can burn your budget very fast. SprinxCRM enable you to put formal control over planning, execution and tracking of your marketing campaigns. You will be able establish standards and best practices. Having marketing campaigns organized across channels and connected back to your sales will help you to increase ROI.
Know your sales process
• Set up rules for opportunities phase and volume tracking
• Know your overall sales volume per sales stage
• Identify issues in a pipeline regarding volumes and numbers
• Evaluate staff individual pipelines
• Evaluate performance of a marketing and products
Your sales pipeline is the starting point to get an overview of expected sales volume with respect to sales process stage. You can identify issues like low opportunity volumes, underperformance of marketing and sales in early sales process stages. Set up rules for handling sales opportunities information in crm and get detail early insight on who is performing well or underperforming. You will be able identify whether issues are in marketing or sales or even with product or individual sales person. Having effective tool to get insight into your sales opportunities will enable you step in where needed and take corrective actions.
No opportunity gets left behind
• Record and track all details of your opportunities
• Link opportunities to your accounts and customers
• Rate your opportunities with probability of close, expected date and quality
• Track opportunity progress and increase your closing ratio
• Apply your sales methodologies and increase your productivity
Closing Sales opportunities is essential to your business success. The closing ratio and time to close are key performance indicators how well are your sales doing. In order to increase the closing ratio and to shorten opportunity time to close you need right information at right place, shared among your team members. SprinxCRM is such a tool, it gives you opportunity to set up and perform best practices for daily sales operation, such as opportunity tracking, pipeline, sales process tracking and activity management. Having all the information you need at one place, you will be able effectively evaluate your business opportunities and prioritize them. Acting upon proper business priorities is the way to increase your opportunity closing ratio and shorten time to close.
Contacts nomination solved
• Let sales nominate contacts themselves
• Use external contact import / export
• Convert prospect to a crm contact
• Maintain Opt-in/Opt-out lists
• Check campaign geographical distribution
Every campaign starts with a task to create list of targeted audience. The selection of right audience is first a key hurdle you need to overcome and end up days/weeks/moths later with quality leads and sales success. SprinxCRM gives you opportunity to bring into audience nomination process your sales. Defining campaign target list based on sales knowledge, contact profile data will help you create successful campaigns.
Know your future
• Set up rules for expected revenue and close date tracking
• Compare revenue prediction with past results
• Set standardized metrics for lost ratios and sales durations
• Evaluate sales staff performance
• Discover performance of channels and products
Expected revenue forecast is key point of a sales manager life. Set up rules for tracking expected sales opportunity close date and expected revenues with respect to sales opportunity phase. Set up standard metrics for sales phase duration and opportunity lost ratios. Having such practices in place will enable sales manager to track expected revenues and compare them with past real results. Even more sales manager will be able to identify opportunity duration slips, sales staff under performance or product or marketing influence on sales performance. . Having effective tool to get insight into your sales opportunities will enable you step in where needed and take corrective actions.
Doing the right things
• Schedule and track appointments
• Keep history of communication, attach documents
• Manage tasks effectively, set best practices
• Track tasks and appointments by opportunity and contact
• Reduce cost of selling and increase sales
Activities are corner stone of your sales – every opportunity starts with an activity, every closed deal ends with an activity and in between again there are activities. Activities are your sales daily operation no good happens without an activity. Even more, nurturing your contacts and fostering your business network is again about activities. So, here comes the question: Are we doing right activities, right time? How are we effective performing activities? Why is that we have x times more activities to close a deal compared to another “same” deal? SprinxCRM gives you a tool to plan, record and track activities performed with your contacts and opportunities. You will be able to evaluate your efficiency and you will be able to take control of your daily operation, set the rules, and employ best practices for all your team. Knowing all activity history on your contact and opportunity will give you and your team the knowledge where to push or ease effort while improving sales efficiency and to reduce cost of sales.
Deliver targeted message
• Focus on delivering targeted message
• Personalize email campaigns
• Use contact profile info
• Record lead nurturing process
• Record prospect feedback
Defining message and its fine tuning is second key hurdle that marketing manager has to pass. Right message delivered to right people creates a critical momentum for success of your marketing campaign. SprinxCRM will enable you to reach your prospects with personalized emails and will provide contact profile information to your marketers staff they will be able to handle lead nurturing process with higher efficiency.
Keep tabs on every opportunity
• Set up rules for an effective activity planning
• Track sales team calendars and workload
• Monitor activities on key sales opportunities
• Push to close more deals
• Prevent abandon opportunities
There is no closed deal without series of well prepared and timely executed activities. Essentially sales activities are the daily “business” of each sales rep. Therefore effective activity planning, tracking and evaluation are the way for to keep or improve sales affectivity. Set up rules for planning and tracking of sales activities on sales opportunities. Use crm to help sales people proper and effective activities management. Use crm for effective sales team activities control.
Doing things right
• Plan and assign tasks to your colleagues
• Record a message from a client and forward it to your colleague
• Get the customer financial data at your grasp
• Use your favorite email and communication tools
• Share notes and knowledge
It is never ending quest for doing things right, while you know you are doing right things still you need to do them right. Doing right things right is ultimate goal on the way to be productive. Collaboration and productivity tools can help you to achieve that goal. SprinxCRM gives you tool that will help you to put a contact financial and personal information right where you need it and share it with your team. SprinxCRM gives you tool to automatically keep track of your communications with your customers and colleagues information. There is no need to spend time on retyping information, access information on different applications, no risk of inaccurate or missing information. Hence you can focus on doing right things.
Conversion and close rate are king&qeen
• Record lead source and quality
• Record targeted product
• Record every prospect interaction
• Monitor campaign status and costs
• Monitor lead generation
Campaign execution is right the moment you burn your marketing budget. You will need to watch over progress of campaigns, interim results and activity of your team. SprinxCRM will help you overview campaigns status, modify its target list and review team activities. Based on your rules, you will be able to record additional information to every lead and prospect in the campaign in order to analyze where is your campaign most effective and where it fails.
Establish performance KPI
• Know your real close rates
• Track cost of a qualified lead
• Track cost of marketing per closed opportunity
• Track number of activities per lead
• Track number of opportunities per opportunity
CRM can help you significantly to get insight of a real cost of sales. How many activities are spent on a lead or sales opportunity are often main indicators whether sales costs are running too high. Too many activities, no activities, longer durations, falling close rates, low number of qualified leads all this and many other are indicators that your cost of sales are running high. CRM will enable you to collect data, and measure your KPIs. Proper set of KPIs will spot an issue in early stage and will help sales staff and management to steer their attention and take corrective actions.
Get closer to your customers
• Increase your client face time
• Review up-to-date customer information before meeting
• Reduce time spent on an office administration
• Keep accurate and complete notes
• Collaborate with others
Field sales need accurate information right at the moment of an event and back office need accurate information on a progress on the field. What actions should be taken, what resources I need and who is available to do it. All this and many other things field sales and back office need to resolve on operational day-to-day bases. SprinxCRM has a mobile access that helps field sales plan activities and tasks, keep notes and provide the information to back office. So, salesman do not need to spent extra time to go to office, keep records on more places or do things more times. SprinxCRM gives you a tool to be more time with your customers, keep accurate information, manage tasks and reduce overhead administration time.
Drive your marketing by KPIs
• Measure response rates per campaign
• Measure cost of lead per campaign
• Evaluate conversion rates
• Identify lead quality issues and address it
• Link won opportunities to leads and measure close rate
Quest for a more effective marketing is also about improving campaign effectiveness. You can’t manage it if you can’t measure it. You need to build a knowledge what segments have higher response rates, lead quality or lower cost of sales. SprinxCRM gives you a tool you can record vital information from marketing process for evaluation of effectiveness and marketing intelligence. You will be able to establish your KPI and start its measurement. Having all collateral data such as lead quality, interactions, source, product and more you will able to get insight of your marketing and drive it towards higher KPI levels.
Know where your business is
• Know where are your contacts
• Know where are your campaigns successful
• Know where your sales team is active
• Know your sales by region
• Know your sales opportunities
Map reports are a forth dimension of your sales intelligence. Knowing answer on a question starting “where” will often pinpoint strong or weak aspects of a business. for example having information where our marketing campaigns are successful or failing or even not properly planned will open an opportunity to growth the business. Map reports are the ultimate tool for effective finding answers on business questions starting “where”.