Since our systems are cloud-based solutions, there is little technical expertise required and there is no need to maintain and/or manage a complex hardware infrastructure. You will get a cost-effective solution that will deliver a quick ROI, while it allows your company to focus on making business.

Our custom-made solutions and professional services will meet your needs, budgets and access requirements. It can be easily configured to meet specific needs of your business. Custom CRM reporting is also available for you to get key insights into your business performance.

What is CRM?

According to one industry view, CRM consists of:


  • Helping an enterprise to enable its marketing departments to identify and target their best customers, manage marketing campaigns and generate quality leads for the sales team.


  • Assisting the organization to improve telesales, account, and sales management by optimizing information shared by multiple employees, and streamlining existing processes (for example, taking orders using mobile devices)


  • Allowing the formation of individualized relationships with customers, with the aim of improving customer satisfaction and maximizing profits; identifying the most profitable customers and providing them the highest level of service.


  • Providing employees with the information and processes necessary to know their customers, understand and identify customer needs and effectively build relationships between the company, its customer base, and distribution partners.

Lead Management is a term used in general business practice to describe methodologies, systems, and practices designed to generate new potential business clientele, generally operated through a variety of marketing techniques. Lead management facilitates a business's connection between its outgoing consumer marketing and the responses to that advertising.

Lead management is in many cases a precursor to sales management and customer relationship management (CRM). This critical connectivity facilitates business profitability through the acquisition of new customers, selling to existing customers, and creating a market brand. The process customer acquisition management is critical to a successful business.

Optimized Lead Management:

The central core of the lead management process, once the prior architectures are in place is communication. Effective lead management principles require intensive and accurate high-level communication, both internally within organizations, and externally to the lead inquiries.

Analytics:


The analytic design is the last and most critical piece of an effective lead management system. This portion of the architecture allows for the dynamic review and analysis of lead actions, marketing channels, and sales performance.

For many organizations this information can be vital in assisting management teams make decisions that improve production, increase return on investment, and improve the overall performance and cost benefits of their marketing and sales strategies.

Sales Force Automation:


Our Sales Force Automation solution provides such functions as contact management, note and information sharing, e-mail, distribution lists and bulk e-mail, quick proposal and presentation generation, quotes, calendars and to-do lists including events, follow-ups and tasks. All sales functions are integrated with marketing and customer service automatically synchronizing with our integrated ERP updating all your financial reports across the board in real time.

Sales force automation (SFA) is used loosely throughout the industry and means different things to different people. Basically, SFA includes all of the technologies, techniques, and strategies on which successful sales are built. It's an activity that brings you together with your customers and improves communications and productivity. Customer Relationship Management (CRM) falls under this umbrella.


Real-time Dashboards:

Real-time dashboards are a role-based, customized solution for knowledge workers that consolidates personal, team, corporate, and external information. The dashboard provides single-click access to analytical and collaborative tools. It brings an integrated view of a company's knowledge sources to an individual's desktop, enabling better decision making and providing immediate access to key business information.


E-Mail Distribution Lists:

Distribution lists are designed to facilitate the timely and cost-effective distribution of information pertaining to your business. Our flow platform eases the process around widespread e-mail distribution to Employees, Customers, Vendors, Patients, Leads, or any other type of business contact optimizing your communication channels.

Mailing lists became popular because they are a powerful marketing tool for most businesses, Sunbelt Microsystems has all necessary tools built-in, no need to have a separate software program to fulfill those important marketing tasks.

Financial Reports:


For a business enterprise, all the relevant financial information presented in a structured manner and in a form easy to understand, is called the financial statements. They typically include three basic financial statements, accompanied by a management discussion and analysis.

  • Balance sheet: also referred to as statement of financial position or condition, reports on a company's assets, liabilities, and ownership equity at a given point in time.
  • Income statement: also referred to as Profit and Loss statement (or a 'P&L'), reports on a company's income, expenses, and profits over a period of time. Profit & Loss account provides information on the operation of the enterprise. These include sale and the various expenses incurred during the processing state.
  • Statement of cash flows: reports on a company's cash flow activities, particularly its operating, investing and financing activities.


We offer a multitude of financial reports and financial utility reports. For large corporations, these statements are often complex and may include an extensive set of notes to the financial statements and management discussion and analysis. The notes typically describe each item on the balance sheet, income statement and cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.

 Demographic Contact Analysis:


The analytic design is the last and most critical piece of an effective lead management system. This portion of the architecture allows for the dynamic review and analysis of lead actions, marketing channels, and sales performance.

For many organizations this information can be vital in assisting management teams make decisions that improve production, increase return on investment, and improve the overall performance and cost benefits of their marketing and sales strategies.

The Demographic Contact Analysis gives your business a better understanding of your business market presence in the hottest demographic areas. Demographic Contact Analysis provides your business with a theoretic framework for present and future decision making.

Demographic reporting (past, present and future) allows your business the ability to make strategic decisions required to ensure business success.

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Click Pictures to enlarge

We provide CRM software which is important to learn about your customer's needs, we deliver powerful business productivity solutions which are easy to deploy, use, and maintain.

SUNBELT MICROSYSTEMS

CRM Software - Customer Relationship Management

Applications of CRM


  • Customer relationship management is about managing the interactions between a business and its customers. A well implemented CRM solution should increase the number of customers, the satisfaction of those customers, and should increase revenue and profit. Some of the most common CRM applications are:


  • Sales Force Automation – Manages and optimizes sales representatives’ activities with contacts, leads, opportunities, sales forecasting, territory management, etc.


  • Help Desk Automation – Manages and optimizes problem resolution with features such as trouble ticketing, contact management, reporting, resolution tracking, etc.


  • Field Service Automation – Manages and supports field service operations with functions like technician scheduling, parts ordering, work orders, dispatching, etc.


  • Marketing Automation – Manages and supports marketing activities with features like campaign management, lead scoring, lead nurturing, web forms, campaign reporting, etc.


  • Customer Service and Support – Manages and supports the tracking of customer service issues with functions like trouble ticketing, agent coaching, contact channel management, escalating, workflow, etc.


  • Channel Management – Manages and supports direct sales partner relationships with functions like lead and contact management, channel recruiting, partner portals, channel partner financial information, etc.

Lead Management

CRM Software - Customer Relationship Management