Bring it all together

Customers are at the heart of your operation. Suppliers, partners, and resellers all of them figure highly, but it’s the sourcing of new leads, conversion into sales, and looking after your customers so they come back to you time and time again: that’s the mainstay of your business.

During the sales life-cycle, whether that’s for goods or services, your clients or customers will interact with many different areas of the business. Therefore, it’s important that the various departments in your organization interact with the same centralized data. With Exact for CRM, the entire workflow of the business becomes integrated, with each point of contact along the business journey recorded, managed, and shared from the same source.

Exact for CRM provides the constant source of reference, allowing you to benefit from the powerful workflow and project tools which ensure maximum efficiency, healthy sales figures, but most of all, contented customers.

By integrating all your organization’s systems, every employee in every location and office, right across the globe can work in the same system. The organization-wide information source holds insights, opportunities, conversions, financial figures and business intelligence.

The broad range of tools available from Exact means that your staff, selected partners, and suppliers (plus any appointed resellers) can work from anywhere. With mobile apps which bring data into the palm of the hand, through to carefully created intranets and partner portals, Exact software is a solution which proactively manages and disseminates information via powerful-yet-simple dashboards.

Exact for CRM ensures the right people get the insights needed, in the correct way, at the right time.

Giving the right signals 

Right across the enterprise, in every department, with Exact you can define business rules which automatically trigger activities if specific events occur.

Exact software acts like an uber-efficient digital assistant, removing manual, repetitive tasks, and undertaking chores which previously gobbled up valuable working hours.

When KPIs exceed a predefined threshold, or a deadline looms, the fully integrated data-based systems at your disposal will send reminders, calls to action – a range of digital “nudges”.

In addition to increasing the visibility of existing processes within your organization, you can set rule-based triggers which give greater management control and give your employees a crystal clear understanding of what is required of them and their goals. The outcome? Enhanced performance right across the organization.

What’s refreshing with Exact for CRM is that your workforce, partners, and suppliers don’t have to learn complex new systems, or necessarily change their working methods to “fit” around Exact’s systems.

The cloud-based solution presents simple-yet-powerful and customizable dashboards which impart vital information attractively. Additionally, Microsoft Office integration capability means that Office products like Word, Excel, and Outlook integrate seamlessly into Exact for CRM and its powerful document management capabilities.

Showing it like it is

Whether your organization is selling unique services, “widgets” by the million, or makes just a few large yet critical sales per month, with Exact for CRM, you get a powerful environment created with sales teams in mind.

Any sales manager knows that the more time spent on administration, repetitive tasks (like double- or triple data entry), and administration, the less time remains to be spent on finding customers making sales and maintaining healthy customer relationships.

By centralizing projects, marketing campaigns (including e-marketing), lead management, meeting schedules, quotes and financial transactions, sales teams have a single source of truth from which the entire team – and the whole business – draws its knowledge.

Customers’ details, documents, and correspondence connect to one customer file. With Exact for CRM, whole campaigns can be managed, with powerful mail merge functionality and templates to support all sales activities.

Visit reports, internal and external communications, contracts, and offers will never get lost – say goodbye to the missed sale! And with Exact mobile apps (for iOS, Android and Windows Phone) your teams need never be out of touch.

Exact’s solutions present a single dashboard to all personnel involved at all stages of customer life-cycles. From lead sourcing through to on-going customer care, and interactions down the line like helpdesk provision, the customizable dashboards present relevant information for each function.

Exact for CRM (like all of Exact’s solutions) is available in 40 languages, meaning that the software will always speak your language. And finance teams will be reassured to learn that the software comes with local tax and financial governance built-in, with multiple currency transactions, tax and localized strictures already in the code, right “out of the box.”

To learn more about how Exact for CRM can form the cornerstone of your organization, get in touch with a local representative today. With offices in Malaysia, Singapore, China and right across the world, Exact speaks your language.