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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.


Planetary CRM home screen shot
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
Planetary CRM opportunity screen shot
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
Planetary CRM account screen shot
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
Planetary CRM contact screen shot
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
Planetary CRM activity screen shot
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
Planetary CRM dashboard screen shot
Dashboard
  • Sales pipeline analysis by stage
  • Monthly Sales pipeline analysis
  • Sales opportunities by lead source
  • Drill-down the dashboards by time and opportunity stage