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Customer Experience Solutions

CRM

Your sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down. eScalent CRM solutions automates the tasks salespeople hate, and takes minutes to learn – not months. That means doing more deals and less data entry. Manage your pipeline and speed up your sales team with the CRM that’s easy and flexible.

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Main Features

The CRM solution provided by eScalent, offers various features with immense flexibility for customization and integrations. Some of the main features are given below.

  • Contact Management

    • Unlimited custom fields
    • Track activities, sales opportunities, quotes, etc. by contact
    • Group contacts into Accounts for single view of related information
    • Assign leads to team members with email alerts
    • Email contacts from CRM - adds email to contact history
    • Upload documents and attach to a contact

  • Sales Lead Management

    • Setup custom sales stages and sales information
    • Track goals versus attainment
    • Multiple sales reports (pipeline, closes, leads, etc.)
    • Supports sales teams and sales team management

  • Sales Quotations

    • Create, save and edit sales quotations
    • Create PDFs of quotations for customers - branded with your logo!
    • Track quotations by contact
    • Integrated Product Catalog
    • Email quote as a PDF directly from CRM
    • Revise and republish quotes at any time
    • Calculates sales tax and totals

  • Productivity

    • Productivity
    • Track completed activities by contact
    • Schedule future activities
    • Dashboard reminders for upcoming activities
    • To-do list
    • Calendar & Day Planner
    • Google Calendar/Outlook integration

  • Marketing

    • Email Broadcasts through Vertical Response
    • Mail merge from CRM Contacts

  • Documents

    • Attach Documents to Contacts
    • Classify Documents as Public or Private
    • Share Word, Excel, PDF and other important documents
    • Keep your team up-to-date with new document versions

  • Customer Service

    • Integrated support tickets
    • Branded online customer support portal
    • Get your own custom URL
    • Email notifications

  • Customization

    • Unlimited custom fields
    • Customized internal and external email alerts and auto-replies
    • Customized sales information (products, stages, marketing source, etc.)

  • Website Integration

    • Capture leads from your website
    • Auto-reply emails with attachments
    • Add web analytics data to your online leads
    • Create a closed-loop sales lead capture and follow-up process
    • Simple to implement - turnkey services available

Frameworks we use

The CRM solution provided by eScalent, offers various features with immense flexibility for customization and integrations. Depending upon actual requirements, we consider use of one of the multiple framework options to deploy your solution.

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Deployment Options

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eScalent Services

  • CRM Process Consulting
  • Sales Process Gap Analysis
  • CRM Framework Setup and Hosting
  • CRM Reports and Customizations
  • CRM Data Migration
  • CRM Integrations
  • CRM Admin & User Training
  • CRM Support Services

Integrations

CRM can extend your reach and productivity. The Typical Integrations you may require are:

  • Website Forms to CRM
  • eCommerce Site to CRM
  • HelpDesk to CRM
  • ERP to CRM

Pls write to us for your specific needs!

It all starts with a candid conversation!

Whether you are just starting off with your digital transformation or just want to tweak your current set-up, or you want to revitalize your brand; it all starts with a candid conversation. Technology isn't 'one size fits all'. That's why we want to meet you, listen and find out what can make you tick. That way we can suggest and tailor the right solutions for you. Benefit from our experience, intellectual capital and talent. Let's interact!

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