Increase Sales and Measure Results with Our Integrated, Customized Solution
InfoServeCRM is designed to work with your company's lead lifecycle. From the initial contact to the sale and the resale, InfoServeCRM moves in step with your sales team.
InfoServeCRM's sales cycle includes the following stages:
Lead Collection - Your leads come from multiples sources: downloadable services such as GlobalSpec®, trade shows, cold calls, warm calls, e-mails, and website forms. InfoServeCRM collects all of these leads into one central database where they can be accessed and tracked through your website.
Lead Distribution - Once your leads are in the system, you have to make sure the right people see them so they can follow up. InfoServeCRM automatically distributes incoming leads to the appropriate person or team based on any sorting criteria you wish, such as region, ZIP code, or industry. Since this is all automated, you don't have to worry about overlooking or misplacing potential leads.
Lead Processing - Next you need to qualify the new leads. InfoServeCRM provides access to custom-built, interactive forms to help you qualify each lead and move them along the sales cycle.
Quoting System - After a lead is qualified, it's time to provide a quote. InfoServeCRM provides an automated quoting system. By filling out your customized Opportunity Overview form, a quote is automatically generated and sent to the lead, beginning the sales process and moving the lead out of the contact stage and into the e-commerce stage where the purchase can be made.
Financial Management - Most CRM and Lead Management systems end with the purchase, but InfoServeCRM looks forward. Your existing and returning customers are your most valuable resources. The Financial Management stage of the Sales Cycle compiles lists of customers based on selected criteria so that you can upsell and resell.
Management Reports - The advantage of a centralized, standardized CRM is most obvious when it comes to reporting. With the click of a button, management can generate reports to view the status of various leads, the successes of the sales team, and the activity of individual sales people. Using this powerful tool, you can make sure you don't drop leads or miss sales opportunities and track your company's growth and sales revenue.
E-Mail Broadcast - InfoServeCRM integrates seamlessly with our E-Mail Broadcasting system. Send e-mail blasts to customers, leads, and other groups to market new products, upsell existing customers, and keep leads up-to-date on your latest offerings, all at the click of a button.