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Customer Relationship Management Benefits || Planetary CRM Features || Demo
Planetary Customer Relationship Management (CRM)
Customer Relationship Management is a business strategy to select, manage, and capitalize on valuable customer relationships. Our Internet applications can provide your sales, marketing, and service department the tools to bring Customer Relationship Strategy to reality.
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Planetary CRM Will Enable You To
Manage leads end-to-end (from creating the leads to converting them into opportunities)
Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns (tab delimited, comma delimited sources)
Qualify leads to next stage based on information captured in lead details
Change lead status as per sales process
Convert leads in to sales opportunities, accounts, and contacts with a single-click
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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 of all opportunities
Export opportunities to spreadsheet software, such as Microsoft Excel®, Open Office and others to analyze the sales pipeline and quickly identify the bottle-necks if any
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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
Export accounts to spreadsheet software, such as Microsoft® Excel®, Open Office®, 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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Contact Management
Track all contacts and related opportunities, cases, activities, and other details from a common repository
Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
Import contacts from external sources, such as ACT, GoldMine, and other applications
Export contacts to spreadsheet software, such as Microsoft Excel®, Open Office, and others for further analysis
Attach customer-specific documents to accounts for a quick reference in future
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Activity Management
Add all important customer-related e-mails for quick reference in future
Store all the details of customer meetings and calls
Manage daily tasks to the CRM users to have a streamlined sales process
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Dashboard
Sales pipeline analysis by stage
Monthly Sales pipeline analysis
Sales opportunities by lead source
Drill-down the dashboards by time and opportunity stage
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