ExSellence CRM - Optima Technologies
ExSellence CRM software automate sales, marketing & customer service giving higher Satisfaction and growing relationships.
The goal of Optima ExSellence™ CRM is to automate clients'
current processes while integrating with
existing IT infrastructure.
The ExSellence solution is built using the Optimation™ framework
which provides the fundamental system functions used by the CRM
application.
With security, data flow, reporting and workflow business processes,
ExSellence CRM offers an intuitive user experience.
Cost effective and robust, Optima allows for customization to ensure
the perfect fit with the client's requirements.
Optima ExSellence CRM Benefits
Shorter Sales Cycles through Streamlined Automated Process Tools
Quicker Response to Customer Inquiries Resulting in Happier Clients
Proactive Alerting and Escalation
Complete Access to Information for Better Executive Decision Making
Market-Leading and Industry-Recognized CRM Solution
Seamless Integration to Legacy and Third-Party Applications
Industry Leading Implementation Success Rate Utilizing READI™
Methodology for Quick Custom Implementations
Optima ExSellence CRM Functionality
Sales Force Automation (SFA)
Contact Management, Opportunity Management, Remote & Online Order
Management, Marketing and Product Encyclopedia, Expense Reporting
and Tracking, Forecasting and Pipeline Management, Automated Sales
Process and Workflow, Goal & Quota Tracking, Pricing and Quoting and
Client Organization Tracking.
Marketing Automation
Campaign Management, Lead Management, Product Management, Reference
Management, Fulfillment, Document Management, Competition Database
Management, Business Intelligence and System Integration, Web-Site
Integration for Lead and Materials, Expense Tracking and Reporting.
Customer Service Automation
Help Desk and Service Ticket Management, Issues & Activity Tracking,
Time Sheet Reporting, Service Contract Management, Escalation and
Alerting,
Role Based Workflow and Agents, E-Mail Management, Auto Response and
Customer Self Service.
Business Improvement Components
Portals and Dashboards, Business Intelligence, Improvement
Initiative Management, Trend Alerting and Escalation, Activity
Tracking, ERP and Legacy and Integration Reporting.
Management Forecasting and Reporting
Territory Management Controls.