Solutions

They can be the answer to a problem, or the path to achieving a goal. We prefer the latter. Below you can find some of the most common solutions we provide for our customers. Need a different solution? Bring it on. We love a challenge.

 
stop watch

Close Sales Faster

Empower your sales people with the tools they need to close opportunities faster.

  • Create rules to assign leads as they arrive, and prevent missed opportunities.
  • Generate proposals in seconds, and email them directly to a customer.
  • Close the deal on-site with digital signature solutions.
  • Automate reminders for open deals to reduce the time to close.
 
bulls-eye

Improve Marketing Effectiveness

Without knowing what is working and what is not, how do you know where to spend your marketing dollars. If you’re still asking the question, "how did you hear about us?", something is missing from your marketing.

  • Learn exactly what marketing campaigns generate leads and profit

  • Focus on the excellent returns and stop the things that have no effect

  • Measure influence and not just sources

  • Market faster and smarter

 
gears

Connect with Your Customers

Make your relationship with customers so great, they wouldn’t think of purchasing from anyone else. Different generations require different forms of communication. The right system can make all those interactions visible to your customer service and sales departments.

  • Capture Social, Email, and Personal interactions all in one place

  • Respond to requests in minutes or less

  • Bring customer requests right into your application, no data entry required

  • Give customers access to manage their own information
 
stacks of money

Integrate Sales and Accounting

Two departments with one goal, increase sales and margins. Let them live in the applications they love, and the applications can do the talking. A successful integration between CRM and Accounting systems is one that gives you just the info you need and nothing you don’t.

  • Keep customer information up to date, everywhere

  • Give your sales team critical customer statistics (total sales, past due, open invoices)

  • Save your bookkeeper hours

  • Automate your collections