CRM or Customer Relationship Marketing refers to software tools and processes that are used by a company to manage its sales and marketing people, processes and customer interfaces. This helps sales-persons manage their sales prospects and opportunities, marketing to create sales opportunities and managers to get a view of all the past, present and future opportunities and customer engagements.

For an illustrated primer of terms used in the CRM environment, please see http://marketingdunia.wordpress.com/2010/11/23/an-illustrated-primer-of-terms-used-in-crm/

If you are selling products and services to other businesses If your selling requires salespersons (your own or that of channel partners) directly talking to employees of client organizations Then you can use Salesgenie CRM++ with little or no modification; virtually from day 1.

If you want to evaluate whether your needs are better served by Saleswah, here’s a resource to help you assess your needs.

Other than what a base CRM product does, Salesgenie CRM++ does much more. For one, it is an integrated marketing and sales platform which allows marketing and sales to collaborate on market opportunities. For another, it allows all normal sales and marketing activities like customer communication- sending invites, emailers, quotes, invoices, literature mailing etc. It helps track all sales leads and qualified deals – the entire sales funnel. Most importantly, it automatically tracks the customer activities and basis that, alerts you when a genuine opportunity presents itself. Most cases, this is even before the customer has got in touch with you! This is unique among all similar class CRM softwares in the market.

Of course you can run marketing campaigns (like email newsletters, seminar invites, literature mailings and so on).

Not only that, you can do so using professionally looking HTML templates and customize the mailers by addressees. Additionally, your customers can accept your event (seminar, tradeshow etc) invitation by clicking a link in the email and then you can run a report for the upto the minute seminar registrations to have those that have registered show up. Cool! Read more

SAAS (Software As A Service) is simply the easiest and best way for small businesses (and increasingly even bigger ones!) to use software. SAAS means that the software application is hosted on a server and you, the user, gain access to the software through the internet. So, the only thing you need is your normal PC running a browser. Users do not need to invest in hardware or software in this model; nor do they need to have their own IT infrastructure (networking, IT support etc).

As  a sales manager:

• you can see all the leads and deals in the system that your sales team, managers and executives reporting to you are currently working on
• you can see the deal stages, the probabilities of closure and the forecast date and the value.
• you can see all the quotes and invoices that have been sent to the customers.
• you can forecast with much better accuracy.

Your customer facing team:

• can log the current status of every opportunity
• the forecast date of closure,
• the probability of a win,
• the customer personnel responsible for the opportunity and
• their acceptance of the solution.

They can send a quote (complete with taxes, markup/ markdowns, discounts) or an invoice after the deal is won.

We are governed by the Privacy Policy which basically says that unless we are forced by law, we cannot access your data without your permission. Your data is secured by password and layers of access control. Should we need access to it for purposes of trouble-shooting; we will do so under explicit written permission from you. 

Salesgenie CRM++ allows you to plan your sales and marketing actions, execute on the plan, track and monitor the activities (customer actions, marketing activities and sales meetings) and generate reports on the current state of your business.
Uniquely,
Salesgenie CRM++ not only allows logging customer responses automatically and filtering the valuable responses for follow up by sales team.
The Sales Team can easily follow up on the valuable responses (leads), create their own opportunities and advance them through the sales cycle.
Salesgenie CRM++ is an integrated sales and marketing tool, unique in its class, that helps to ensure teamwork among sales and marketing teams and evaluate the effectiveness of your sales and marketing teams.