Agile Customer Relationship Management Software

Sales depend on more than the sales department. They depend on the entire company working together to determine and satisfy the needs of the customer, turning initial sales into repeat sales and ordinary customers into reference accounts.

Most CRM packages are strong on opportunity and lead tracking, but weak when it comes to supporting the customers you win.

This is not surprising. It is a lot easier to develop a lead tracking product for the sales departement, than a system that addresses the whole picture. Agiloft delivers a complete customer relationship management solution that includes territory and VAR management, marketing, post sales support and custom-branded portals. Business rules and workflow automation ensure that customer needs are met in a timely fashion.

Potential customers evaluate the quality and reputation of your support when deciding whether to buy from your company. So we approached CRM with the goal of not just helping close the initial sale, but also ensuring that your company provides the superior support and follow-up that drives future sales.

Agiloft is a truly complete package with everything you need to gain new customers, keep existing ones and generate repeat business. Best of all, the system can be implemented rapidly and in stages - so you enjoy immediate benefits in each department before you extend it to the next.

Agiloft Has Everything You Need

Agiloft's robust feature set and preconfigured templates give you all the tools you need to manage your customer relationships. The default CRM template includes the structures to manage leads, contacts, opportunities, campaigns, product lists and pricing, price quotes, deals, support and service contracts, vendor contracts, partner relationships, consulting projects and time billing, customer assets, pre- and post-sales support, and more. Use what you need and hide the rest.

A 360 degree customer view is finally a reality because all customer information is integrated in a single system. When you can see the entire history of all interactions with a customer in that customer's main record, you suddenly have valuable insight about how and when to upsell to that customer.

Improve internal communication and cooperation with automatic notifications and escalation rules. Sales reps can be notified about support issues, reminded of deadlines, appointments, and contract and quote expiration dates, and can view all communications to or about a customer in the customer record so they are better informed.

Enforce your optimal sales process with a graphical workflow editor that lets you design and implement your sales processes directly from your browser. These processes can stretch across departmental boundaries and integrate lead generation, qualification, price quotes, pre/post sales support, territory management, reseller management, satisfaction surveys and more.

Gather leads at your website with direct self-registration into the leads table from a hyperlink or button on your webpage. With custom fields, you can collect whatever information you need directly from your prospects to qualify and assign them automatically for further action.

Connect immediately with website visitors using integrated chat and convert the chat transcript into a new lead or support case with the click of a button. Your staff can communicate with multiple users concurrently, raising efficiency and reaching more customers in a personal manner.

Manage marketing campaigns with outbound HTML emails to drive prospects to your website. Select the recipients using any search criteria, then simply click to send. Emails can contain hyperlinks that will take leads directly to a registration page. Run reports on campaign effectiveness to fine tune your messaging.

Graphical reports and dashboards give users insight into the sales pipeline, support bottlenecks, revenue forecasts, campaign effectiveness, and any other information or statistics you want to collect.

Staff home pages allow users to customize their own interface to include the charts, tables, and action items most useful to them. Users can create their own custom views, searches, and reports so they can display information the way they want it.

MS Exchange and Outlook integration streamlines email communications, contact, and calendar management, while Quickbooks Integration enables single entry invoicing and account creation.

Automatic assignments reduce management overhead, automate territory management and optimize the opportunity distribution among your staff. Assignments can be based on any criteria.

Sophisticated access control allows you to segment leads and opportunities among your staff so that reps can edit, view, and report on only their assigned accounts, while managers have access to all records and reports. Different departments can be given finely controlled access permissions so they are properly informed without being able to modify records inappropriately.

LDAP and Active Directory integration provide secure and centralized access control, while single sign-on allows users to login to the system without re-entering password information.

Web Services and REST APIs offer full integration with other enterprise systems.

Next Steps