Business software has proved its worth over the past years. It is a big and essential investment for all companies that want to gain outstanding results in sales management and CRM. No matter whether you are a small startup or a marker leader you can easily note and enjoy the benefits of using a good business management program. However, the key to getting the most of business software is that you need to make sure you understand what features to look at and solutions to expect.
Sales Management and CRM Business Software
By deploying a client-server business software solution for sales and CRM on your corporate server you gain access to your business information within a single central database. You are enabled to manage contacts, sales and customer relationships, from automating certain stages of the sales process and creating product catalogues to generating leads and managing sales opportunities. You won't miss a new sale or lose a customer because each tiny detail you need for sales management and CRM is right here at your desktop. The system brings you the following benefits:
- Store all of your CRM information in one master database
- Keep records about your leads' visit and interaction history in one place
- Create and manage inventories
- Account for revenues, losses and opportunities
Create and Track Lead Profiles in One Database
CentriQS gives you a centralized business database to capture, store and grow complete information about your leads. This software offers a small business software solution that lets create a richer profile for each lead, identify the best leads, focus on sales opportunities, and plan for more targeted communications with prospects and customers. Lead profiles give a 360-degree idea of which leads are hot, warm or cold. You can track lead sources, name, topics, preferred contact method, email, phone number and other details. The business management system lets focus on new and qualified prospects; all disqualified and lost leads are marked appropriately in the list and hidden from your sight.
Make Product Catalogs
Your company offers or sells something. It could be a product or service, or both. In CentriQS you can make detailed catalogs for all of the inventories and services you are offering. For example, in the Products view you create and organize items by "Type (Service or Inventory)", "List Price", "Units", "Folder", and other properties. You can link each product title to each item in the Products view as well as to other entities available in your database. This linking mechanism enables you to relate inventory items or service to customers, orders, invoices, etc.
Manage Customer Accounts
Managing customers is a vital part of your business, and CentriQS makes this process easier. When a new customer arrives, you create a profile and fill up it with the detailed information about the customer. Name, photo, address, phone, account history, etc. and other details can be added to profiles. Even better: CentriQS provides API to ensure high integration with your existing systems. Let's say, for people registered on your selling website the business software can automatically create a profile in your database. You can manage customer information, see an overview of deals, add new quotes and orders, keep track of scheduled appointments and tasks, view account history, and more.
Account for Sales Revenue
In CentriQS database you can track sales-related information including orders, invoices, customer account history, etc. The software collects this information and provides it for detailed revenue analysis. In the Sales Analytics view you can analyze the amount of money earned per sale. You can create a pipeline diagram that visualizes how sales opportunities are handled and what expected revenue you are going to generate. The Sales dashboard comes up with a summary of your revenues and opportunities to tell you how well you convert a prospect into a sale. CentriQS makes it dead simple to track, analyze and act on that information.
Drive Business Change through Projects and Campaigns
Something gets changed to your business every day, even every hour. You earn new sales opportunities, find partners, provide training for personnel, make a phone call, handle client complaints, etc. Each small action you do on a daily basis can be part of something bigger that brings change. And the way how you manage change determines your business success. This way can be improved if you use CentriQS to drive business change through various projects and campaigns. The business software lets you follow best practices of project management to plan, track and manage ad campaigns, marketing, some internal corporate events, or whatever else which can be regarded as a project. The detailed view each project lets you stay on the right track and keep your team moving toward success project delivery.
Database Customization Solution
The fact is, your business is unique and requires you to use unique solutions and tools. If you use CentriQS's database customization solution you make your business change for better with fewer resources. You can use powerful customization tools to configure and tailor the database right to your specific needs. And it is affordable and simple. No coding required. CentriQS provides a user-friendly interface to let you customize your database. Just in mouse clicks, you add new entities, set properties, create workflows, manage default entities, etc.