Overview:
SmartCompany CRM is a customer relationship management (CRM) system that works right out of the box and is based in the cloud. It is made to meet the needs of small and medium-sized businesses and groups. Some of the most important things it does are account management, contact management, marketing automation, lead management, sales management, project management, and reporting. An accounting system, an email system, a document library, and an order management system are also available. Users have access to both their own personal calendars and shared calendars within the account and contact management modules, as well as the ability to assign tasks and attach documents. It allows you to share all the important information in real-time on voids and redundant order management processes. It gives you a way to keep track of information about your customers, prospects, products, suppliers, resources, and events. The marketing automation tool lets users set up marketing campaigns, add leads, figure out how profitable their campaigns are, and manage their email correspondence. Users are given the ability to import leads directly or from lists using the lead management function and then allocate those leads to salespeople.
About us:
SmatCompany CRM is a software company that specializes in customer relationship management software for businesses of all sizes. SmatCompany CRM was established in the year 2000 in the city of Denver, Colorado. When it comes to customer relationship management (CRM), less complexity is far better.
Studies have shown that the reason over 70% of CRM programs fail is that users don't like them. The majority of businesses employ an excessively high level of CRM. They spend numerous hours adjusting, customizing, and otherwise making things even more complicated, and then they justify the expense by purchasing pricey products that come with capabilities they have no use for. Because of this, users lose interest and get confused, customer relationship management systems aren't used enough, and your money is wasted.
At SmartCompany, they adhere to the philosophy that making CRM less complicated is better. The SmartCompany solution has interfaces that look nice and are easy to use. It also has enough personalization options to make it flexible without being too complicated. People and users can learn how to use it very quickly—it's a solution that just plugs in and works.
SmartCompany also offers a trial. With the help of its very useful Data Import Wizard (demo), you can import data from Outlook, ACT, GoldMine, or Salesforce.com in just a few minutes. It also provides free email and telephone help, as well as promptness. Hosted customer relationship management (CRM) software, strategic CRM consulting, and bespoke CRM development and integration are some of the services that SmartCompany excels at providing. Their knowledgeable team has more than 50 years of experience in designing, building, and deploying mission-critical CRM solutions for businesses of all sizes and in many different fields. SmartCompany Corporate and SmartCompany Sales are both great examples of how to design, build, deploy, and support reliable, enterprise-class CRM applications. They assist you and your team with fulfilling all of your company's CRM requirements.
Company's Services:
For more details about SmatCompany CRM features and services, check http://www.smartcompany.net/Products/featureMatrix.jsp.
- ACCOUNT AND CONTACT MANAGEMENT
- Maintenance of accounts and contacts on two different levels.
- Individuals Calendars and shared calendars for groups.
- Follow-up duties delegated to both yourself and others.
- You can create/establish private accounts and contacts.
- Maintain an archive of inactive or defunct accounts and contacts.
- Connect accounts and contacts to their associated emails, notes, tasks, and events.
- Accounts and contacts can be assigned into a category.
- Attach files (in formats such as PDF and Word, among others) to accounts and contacts.
- Create exports in the vCalendar format for your events (great for copying to Outlook)
- Create vCard files from your contact list (great for copying to Outlook)
- Make marketing campaigns and keep track of their progress.
- Bring in fresh leads for existing marketing initiatives or create new ones.
- Keep an eye on the activities of the campaign throughout the full sales cycle.
- Keep track of the campaign's profitability and return on investment.
- Send out bulk emails to all of the leads in a marketing campaign.
- Email templates can be saved in the email template library.
- Import leads that have been found on lists, or enter them manually.
- Save information about the company and contact details in leads.
- Distribute unqualified leads to the sales representatives.
- Connect leads to their associated emails, notes, tasks, and events.
- Documents in various formats (PDF, Word, etc.) Can be attached to leads.
- Transform quality leads into actual business opportunities.
- To convert qualifying leads into SmartCompany accounts and contacts, promote the companies and organizations, and contacts involved.
- Conduct activity reports on leads for sales.
- Keep an eye on the ratio of converted qualified leads.
- SALES PIPELINE MANAGEMENT
- Define a custom sales procedure.
- Maintain a record of potential customers during the sales process.
- Connect emails, notes, events, and activities to available possibilities, prospects, and new opportunities.
- Attach relevant files to opportunities, such as PDF, Word, and so on.
- Keep tabs on the participants (contacts) connected to a certain opportunity.
- Line items from the integrated product catalog can be easily attached.
- Reports on activities from the sales representative.
- Pipeline reporting by sales rep.
- Reports on the pipeline broken down by each step of the sales process.
- Reports on the pipeline are organized according to the likelihood of shutdown.
- Pipeline reports are organized according to user-defined types and categories.
- Detailed reports on the pipeline organized by product, product line, category, and vendor.
- Conversion of the new lead and sales opportunity just with a single click.
- Define a custom fulfillment process
- Keep tabs on your orders as they progress through the fulfillment process.
- You can attach things like emails, notes, and events to orders.
- Attach relevant files to orders (in formats such as PDF, Word, etc.).
- Maintain a record of the participants (contacts) connected to an order.
- Line items from the integrated product catalog can be easily attached.
- Maintain a record of customer purchase orders and internal invoices. Monitor payments and outstanding balances.
- Maintain a record of your company's total income, gross profit, cost of goods sold, and net profit. Keep tabs on commissions, including how they are shared among different salespeople.
- Keep a record of all change orders, including the associated costs.
- Back charges are also recorded against an order.
- Reports on activities from the sales representative.
- Reports on the activities of each account Revenue reports broken down by sales representative.
- Reports on revenue broken down by each phase of the fulfillment process.
- Reports on sales broken down according to user-defined categories and kinds.
- Revenue reports are broken down by manufacturer, product family, and individual item.
- PROJECT MANAGEMENT, SYSTEM FOR INTEGRATED E-MAIL TRANSMISSION
Pros:
There are the following advantages of SmatCompany CRM that one must consider:
- SmatCompany easily organizes all the information and the database of new prospects and potential customers, so that you don't waste any extra while finding customer details and info.
- This tool is quite complete, it synchronizes all the data, and integrates well with other social media applications too.
Cons:
There are the following disadvantages of SmatCompany CRM that one must consider:
- SmatCompany CRM does have services and tools that work right out of the box, but you need to know English-language to use this tool.
Conclusion:
SmatCompany CRM's flagship product is a hosted customer relationship management system that is uncomplicated, user-friendly, reasonably priced, and fully equipped with everything you require out of the box. It is compatible with Microsoft Outlook, ACT, Goldmine, and Salesforce, among other applications. SmatCompany CRM is reasonably priced. Email and walkthrough videos are also provided as support options. SmatCompany conducts an advanced search and saves the results for use at a later time. Access permissions can be modified, and user roles can be easily assigned. With SmatCompany, you can export the results of your searches and reports to Excel or PDF. You can also import contacts directly from ACT!, GoldMine, Outlook, and Salesforce.com with a click of the mouse. The SmartCompany Toolbar allows users hassle-free access from any place. Overall, SmartCompany CRM is a pretty cool application that understands your business's or organization's requirements, automates all the necessary tasks, and assists you in generating more leads, resulting in more profits and success.