Who uses CRM?

CRM can be used by your entire organization

The fact of the matter is is that Customer Service is everyone's responsibility and access to customer data is an important aspect of being able to provide superior customer service.

CRM for Sales Management Sales Managers love SalesLogix CRM
  • Able to review the status of the Opportunities in the pipeline, as well as the notes anytime/anywhere
  • The CRM software makes his team more productive
  • The sales software has allowed him to improve the communication throughout the organization
  • Customer Service has improved dramatically
  • Outlook Integration has allowed the ability for his team to store e-mails in the sales system with the push of a button
  • Operating now strategically rather than tactically (no longer always putting out fires)
  • Able to get new sales reps up to speed on their territories quickly
  • Can easily identify problem accounts and at risk opportunities
  • Can identify top sales people and share their processes with other members of the team
SalesLogix for Sales Sales Reps earn more commissions with CRM
  • Account and Contact Management
  • Can access and update information anywere he is
  • Sales Automation Tools helps improve his efficiency
  • Loves the Outlook Integration features
  • Says the MailMerge and Speedsearch functionality has really increased productivity
  • Finally can see which accounts in his territory have received marketing literature
  • His pipeline reports are created automatically for him
  • The ability to rapidly create great-looking Proposals has increased his proposal send-rate
  • Reduced ramp-up time when taking over a new territory
  • Customer data is secured on the company servers and backed up, not on a sales person's notepad any longer
SalesLogix CRM for Customer Service Customer Service can solve client issues faster
  • Online Customer Web Portal
  • Customer Self-Service KnowlegeBase
  • KnowledgeBase to look up resolutions of customer issues
  • Complete and Robust Ticketing System
  • Defect Tracking
  • Returned Merchandise Authorizations (RMAs)
  • Automatic Ticket Escallation Process
  • Manages Customer Service Contracts
  • Integrated with Microsoft Outlook
  • Shares Ticket Information with Sales
CRM for Business Owners The Owners appreciate the ROI and productivity enhancements
  • Fast ROI
  • Increased productivity throughout the organization
  • Option to purchase outright or through a leased arrangement made the enhancments to the company easy to get into
  • Had the decision to run the sales software as either an on-premise CRM solution or as a Web Hosted CRM application
  • Appreciated the quick service and partnering of Rocky Mountain CRM
CRM for Finance The CFO will like these features the best:
  • Low total cost of ownership
  • Availability to finance the software
  • Increased revenue for the company
  • Has noticed a marked improvement in the ROI of Marketing Campaigns
  • Reduced back-office expenses
  • Solved the issue of integrating multiple systems cheaply
  • Able to own the software instead of renting it
  • The business intelligence software purchased with the Customer Relationship Management software has helped her make the right decisions quicker
CRM IT Considerations The IT Department will appreciate:
  • The Customer Relationship Management application has checked off a lot of goals that Niko had this year
  • The software uses industry standard tools such as SQL Server and Crystal Reports
  • The software was easy to get installed and quick to return an ROI
  • It integrated easily with some of the company's other legacy systems
  • With one applicaiton she was able to make a lot of people within the company very happy
  • The ability to provide needed data via the LAN, the Web, or on the President's Blackberry was a cinch
  • The Ticketing Features of the product, as well as the Knowledgebase and the Customer Service Portal checked off three of her goals for the year
  • The fact that the system is supported by over 300 business partners nationwide makes support easy to find.
CRM for Marketing Managers Marketing will be able to get better ROI information
  • Provides Marketing the capability to track Campaigns, Budgets, Stages and Steps of the Campaign
  • The E-Marketing functionality provides a big-win to "her customers" (the Sales team and Management) and gives her the capability to move rapidly and handle special campaigns
  • The ability to easily segment the prospect database is something she's been needing for a long time
  • You're not going to see much of her around any more - she's got some making up for lost time to get done with the new system
CRM Business Intelligence (BI) Business Intelligence aspects
  • Your new Sales Software Application comes out of the box with some very nice sales dashboards and reports
  • It's easy to drill into the data that you're most interested in such as your top 10 Opportunities, your reps with the highest odds of closing some business this week/month etc.
  • On top of that it's easy to add new reports and release them to the users
  • And Visual Analyzer can drill into and slice and dice any of the data in the database and put together some very nice looking graphs that can be cut and pasted into most presentation software