Pull it all together with the CRM Solution Library. Customer Relationship Management (CRM) is not a single-point solution, but a holistic approach to managing customer interaction with your organization in an effort to generate, maintain, and grow business. With the Workgroups CRM Library, you can easily turn prospects into opportunities, and opportunities into repeat customers without having to budget the monthly expense of other CRM-only solutions.
Use the included tools for managing imported or manually entered prospect data. Schedule calls and contact activities, assign users to activities, indicate contact origination (incoming call / out outgoing call), and see a comprehensive history of all contacts per prospect with the included solution. When a prospect is validated, simply create an Opportunity to track the potential business.
Opportunity Management has never been easier than with the tools included in the CRM Solution Library. Schedule activities, assign users, and record the history throughout the sales process to ensure you turn your opportunities into new business.
The CRM Solution Library provides robust tools for helping you understand your history with your customers and the capability to continually manage your relationship with them. A proactive Customer Management strategy can help ensure repeat business, increase customer satisfaction, and prevent potential customer defections. Use the tools built into the Workgroups CRM Solution Library to see, schedule, and assign sales staff to customer management activities (calls, contacts, emails, direct mail, fax, etc.) used to maintain and strengthen the relationship and drive sales.
The Workgroups CRM Solution Library provides the tools you need to implement a robust CRM strategy in your organization. The solution includes sales forecast, pipeline, activity, and management reporting. Create custom reports with Microsoft's SQL Server Reporting Services.
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