Why cr mery
Transcript of Why cr mery
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Why CRMeryThe Benefits of a CRM
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LEAD MANAGEMENT.Track your leads in one place.
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Manage your leads quickly and efficiently with minimal page loads.
Increase and improve overall team member use.
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Update leads quickly and efficiently, using AJAX technology right from the list screen. No page reloads.
AJAX Updating
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Filter Results InstantlySelect filters and page results will be automatically updated to reflect the current filter
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CONTACT MANAGEMENT.Notes, Emails, Events and more.
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Track all aspects of your contacts. Build, establish, and grow relationships.
notes, emails, conversations, appointments, and more.
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View all aspects of a contact from a single overview screen. Assign ownership, view current deals, see contact value.
Contact Overview
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Assign tasks, events and other important items to a contact. View the history of a relationship.
Track Tasks
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DEAL MANAGEMENT.Maximize sales potential.
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Organize deals associated with both your leads and company contacts.
View active and future deals.
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Similar to leads and contacts, deals can be directly edited from list view. Live filtering is also available.
List Deals
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Give each deal a probability percentage to better define potentially successful deals.
Assign Probability
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REPORTS & GRAPHS.Visualize your information.
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Dynamic charts provide strong visual examples of company data.
Determine profitability in a matter of seconds.
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View multiple graphs and charts from the sales dashboard. Filter based on a variety of factors.
Sales Dashboard
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ROI Reports, and all types of custom reports can be generated and printed or exported.
Detailed Reports
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CUSTOMIZABLE.Your business, your data.
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Your business is unique and you should capture what matters to you.
Track the stats that you want to track.
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Create as many custom fields as you need. Select the type of field you want and specify your options.
Custom Fields
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Build and store reports by dragging and dropping fields. Include custom fields and calculations.
Custom Reports
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SHARED CALENDARS.Meetings and tasks made easy.
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Use personal and public calendars to track and share events or tasks.
Easily view shared events and upcoming meetings.
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Add tasks and events to your calendar, share details with others. Associate with leads, contacts or deals.
Tasks and Events
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Define events to repeat on your specific pattern. Select public or private status to share your events with others.
Recurring Events
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USER ACCESS.Define employee roles.
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Assign users to their specific company role. Keep your data private.
Team members, managers and executives.
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There are no restrictions on the number of users you can add. No per-seat pricing. Add users and assign their role.
Unlimited Users
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Managers have teams of users beneath them. Create a special team name or use the default.
Managers
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IMPORT DATA.Bring your current information.
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Migrate your existing data from other CRM’s with one-click importing.
You have suffered long enough. Change is easy.
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Use the provided sample files to ensure your data is structured best for importing.
Sample Files
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Only three steps to import your data, and the first two don’t count. Upload your file and import your existing data.
3 Steps
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DOCUMENTATION.Find the answers you need fast.
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Knowing where to look for answers is best when you know the answer is waiting.
Detailed documentation is available.
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ORGANIZATION.Run your business smoothly.
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Investing in CRMery is an investment in the long-term success of your business.
Organize and improve your contact management.
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CRMery
www.crmery.com