Key Modules

Campaign Management

E-mail Marketing

Lead Management

Opportunity Management

Account Management

 

Campaign Management

  • Manage organization-wide marketing campaigns
  • Track campaign effectiveness based on customer data
  • Execute personalized mass mailing campaigns for the campaigns

E-mail Marketing

  • Manage mailing lists based on existing data related to leads, accounts, and contacts
  • Create HTML templates directly from the system
  • Send mass E-mail campaigns from the selected mailing lists

Lead Management

  • Capture leads directly from your Web site and transfer to SYS IT CRM
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Qualify leads to next stage based on information captured in lead details

Sales leads are a vital resource for sales and SYS IT CRM offers sales teams a full range of lead management functions.

  • Manage leads end-to-end (from creating leads to converting them into opportunities)
  • Capture leads directly from your Web site and transfer to SYS IT CRM
  • Customize online lead form as per your organization requirements
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Add multiple products to the leads
  • Qualify leads to next stage based on information captured in lead details
  • Convert leads into sales opportunities, accounts, and contacts with a single-click
  • Lead conversion mapping for all the custom fields
  • Create fully customizable lead reports
  • Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Opportunity Management

Opportunity Management is another important sales function covered by SYS IT CRM.  Opportunities are labeled Potentials in SYS IT CRM.  SYS IT CRM includes the following features for Opportunity Management:

  • Track all sales opportunities end-to-end in a sales cycle
  • Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
  • Generate quotes, sales orders, and invoices from the potentials
  • Create fully customizable opportunity reports
  • Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any

Account Management

  • Track all accounts and related contacts, opportunities, cases, and other details from a common repository
  • Specify parent-child relationships between accounts and their subsidiaries or other divisions
  • Import accounts from external sources, such as ACT, GoldMine, and other applications
  • Generate quotes, sales orders, and invoices for the accounts
  • Track purchase history of the customers and analyze opportunities for up selling and cross selling
  • Create fully customizable account reports
  • Export accounts to spreadsheet software (such as Microsoft® Excel®, OpenOffice®, and others) to analyze the buying patterns of a customers and set up loyalty programs
  • Attach customer-specific documents to accounts for a quick reference in future

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