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NetCRM is a comprehensive front-office solution for small- and
mid-sized companies to manage all of their marketing, sales
force, and customer service business processes in one integrated
solution. Unlike other CRM solutions, NetCRM allows your sales
team to create sales orders and invoices, not just quotes and
estimates, and notifies your shipping department of orders to
fill. The addition of sales information gives your employees a
complete view of each customer so your sales team can better
recommend additional products to them, your customer support
team can better serve them and your marketing team can better
target them with campaigns and promotions.
Because NetCRM is a Web-based
application, your sales people on the road, your support staff
that telecommute, and your shipping clerks located in different
warehouse locations can all access and use its full capabilities
anytime, anywhere. All they need is a browser and an Internet
connection. NetCRM connects your entire customer-facing staff to
delight your customers and grow your bottom line — we call it
Complete Relationship Management.
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NetCRM

View Product Demos Here:
Sales Force Automation
Customer Support
Marketing Automation |
The features found in
NetCRM are:
Sales Force Automation
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Territory tracking &
assignment
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Sales lead status management
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External lead capture form
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Partner relationship
management
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Sales order entry
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Pipeline and forecast
reporting
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Referral / promotion code
tracking
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Customer transaction history
Customer Support Management
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Case creation & assignment
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External case capture form
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Full-loop case management
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NetAnswers knowledge base
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Self-service customer support
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Marketing
Automation
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Campaign management
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Group segment creation
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Custom e-mail templates
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E-mail creation & scheduling
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Approval tracking
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Supports data tag tracking
Contact Management / Other
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Group calendaring
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Import / export of records
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Outlook® and Palm®
synchronization
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Employee expense management
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Anytime / anywhere Web access
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Executive dashboard snapshots
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NetBase custom records
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Customizable reporting
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NetCRM feature highlights:
NetCRM allows you to manage leads and
prospects from origination right through to the close. Lead
information captured via online lead forms is automatically
entered into the system and routed to sales representatives and
territories for follow-up. As leads progress, you can assign
them different statuses with different probabilities of closing
for more accurate sales forecasting. When a lead is ready to
purchase, your salespeople can automatically convert estimates
into sales orders without any data re-entry for efficient sales
processing.
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To create a lead capture form for
your Web site or other online purpose, simply select the
fields you would like to show on the form, and arrange them
in your preferred order. You can add as many custom fields
as you wish in order to obtain any particular type of
information about a lead that you want.
You can also specify the
behavior you want after the form is submitted: what the lead
sees next after submitting the form, whether to send a
personalized e-mail reply, what status leads from this form
should be assigned, and more. |
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NetCRM gives you the ability to create
promotion codes and to run promotions to generate interest and
drive sales. Promotions can be applied for limited-time pricing
discounts, special referral offers, or simply to associate them
with a particular marketing campaign. Complete statistics of
promotional response is tracked at both the campaign level and
the sales transactional level, allowing for comprehensive
customer profiling of response and buying patterns.
NetCRM contains complete marketing
campaign management functionality to automate, track, and report
on your marketing efforts. Customer segments can be created
based on actual customer purchase activity, giving you a
platform for true one-to-one marketing. NetCRM also provides
complete e-mail campaign management, from target segment
creation to e-mail creative development with promotion options
to campaign execution and results analysis. Custom e-mail
templates are provided, and e-mails can be personalized with
customer names or products that interest them with data tag
features.
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The Campaign Creation screen allows
you to specify all the attributes of the campaign you wish
to create, including specifying multiple facets to a single
campaign such as e-mail, direct mail, phone and so on. Once
the campaign is over, campaign statistics show detailed
success metrics including cost per acquisition and the
return on your campaign investment. |
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NetCRM includes NetAnswers Knowledge
Base capabilities, which allows a company to create a database
of frequently asked questions and answers, standard problems and
resolutions, known issues or special tips. NetAnswers allows
information to be organized into different levels of topics and
solutions, giving support representatives the ability to answer
customer inquiries via e-mail or phone more quickly. Customers
can access this knowledge base as well if you choose, giving you
a customer support self-service option to lower expenses and to
provide a 24x7 support option to your customers.
NetCRM integrates your selling efforts
with your partner or channel selling efforts. You can create
secure and limited system access for all of your partners at no
additional charge, as well as your customers. With our unique
partner relationship management capabilities, you can allow
partners and resellers to access information on their partner
profile, view leads, place orders, submit support cases, view
the status of existing orders and cases, view sales reports, and
search the knowledge base. Customers can view the status of
their current orders and their order history, track their
shipment status, or even pay for orders online.
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Role-Based Centers and Snapshots |
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NetCRM has separate roles for
marketing, sales and support users within your organization.
Each role gets a custom-designed center which each employee
can further customize to give him or her views of data or
access to features that they need for their work. Whenever
they log in, they get their selection of graphical snapshots
and real-time summary reports, shortcut links to features,
saved searches, customer information as well as their own
calendar and tasks. |
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NetCRM includes a complete
complement of calendar and task management tools to make all
of your employees more efficient. Features include automatic
event reminders, attendee availability checking, resource
management, priority-based task tracking and e-mail
notification of assigned tasks. Time spent on events, tasks
and customer support cases can be tracked for billing to
customers. Group calendars are also included for convenient
access to departmental events. All these schedule management
capabilities ensure high productivity while providing sales,
support and marketing managers with complete visibility into
the activities of their representatives.
Click on one of the buttons below,
or have a representative contact you to
answer any questions you may have.
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