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Friday, March 29, 2024

Customer Relationship Management (CRM) Software

EASY INTEGRATION & CUSTOMIZATION

With DataBoost CRM, we have made it easy to use and to customize your CRM requirements.

  • Feature-rich interface with numerous customization options to fit your specific needs
  • Integration options to easily transfer pre-existing data into software
  • Intuitive software experience for easy operational learning

LEAD GENERATION & OPPORTUNITY MANAGEMENT

Let DataBoost CRM walk you through your lead generation program. Set your tasks and automate your steps. Track and manage all your opportunities to stay ahead of your competitors. Utilize our quote management tool to offer specific pricing to varying levels of clients.

Create a sales funnel that works for you.

  • Awareness: Enter the consumers that show interest through your marketing efforts.
  • Engagement: Set up follow-up actions to ensure no opportunity goes to waste.
  • Conversion: Engage the right actions at the right time to maximize.

CUSTOMIZED REPORTS & DASHBOARDS

The dashboard within DataBoost CRM has all the reports you could ever want at your fingertips and in real-time. Whether you like bar graphs or pie charts, DataBoost CRM will provide all the metrics desire.

Reports are able to be completely customized to your liking and fit the analytic requirements your business has. Organize your opportunities, conversions, products, etc., and use these findings to help you formulate your crucial decisions moving forward. This ensures you are focused on your R.O.I. and making judgment calls based on actual metrics.

MOBILE & REMOTE ACCESS

Whether you are in the office, on the road or at a client’s location, you can access your customer data from your cell phone, tablet or computer.

  • Ability to be hosted locally or in the cloud.
  • Adheres to your mobile lifestyle.
  • Access to your dashboards and metrics when you need them.
  • Allows you to always make the right business decisions.

CAMPAIGN MANAGEMENT

Manage all your marketing campaigns and track your results all at your fingertips. Compare the campaign timeline to real-time business results to understand if the marketing initiative is meeting your objectives set out at the start. Utilize the information gathered to highlight the weak points in your consumer’s purchase path and generate more conversions from future marketing tactics.

DataBoost CRM utilizes a central file management system.

SALES FORECASTING & AUTOMATION

Make your sales force more efficient, automate their daily tasks, and compare forecast vs actual results.

  • Individually manage your sales team members’ tasks.
  • Align marketing campaigns with automated sales tasks.
  • Create an initiative by highlighting company projects.

EMAIL INTEGRATION

Eliminate the challenge of sifting through all your e-mails and have them time/date stamped per client. This will eliminate critical information being missed and allow your business to streamline time management and communication.