If you are already using a CRM system this will probably sound familiar, if you haven’t used one before please Click Here

PerfectCRM and the Sales Professionals:

• Manage your schedule from anywhere, and setup SMS or email reminders for appointments or calls that can be sent to remind yourself, co-workers you are collaborating with for this appointment, as well as the prospect or customer to minimize rescheduling.
  
• Build your schedule with both activities you schedule manually, as well as activities that are automatically scheduled based on your preferred lead follow up methodology.
  
• Use traditional opportunity or sales stages, or create your own based on your unique methodology.
  
• Streamline proposal creation with intelligent templates that merge in customer information, products and/or services details related to the proposal, as well as custom sections based on the variables that make one proposal different from the next.
  
• Email proposals as attachments within PerfectCRM and know when the email is opened, and how many times it is opened to gauge when to perform your next follow up.
  
• If applicable, territory management is made simple with PerfectCRM. Lead and opportunity assignment can be automated based on territories, and reassigning territories during holidays or extended absences can be done with a few clicks.
  
• Use outlook email integration to consolidate all records of communication with a lead or account within PerfectCRM and know the whole story before you take your next action.
  
• Minimize redundant data entry with PerfectCRM’s template entry system that can populate all redundant fields with one click.
  
• Sales professionals can easily view their pipeline at glance with attractive 3D reporting that both they and management will appreciate.
  
• Daily activity logs are automatically created as actions are performed, phone calls are made, and letters or emails are sent.
  
• View activity logs for inside sales reps, field reps, and call center reps all on one dashboard!

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PerfectCRM and the Marketing Professionals:

• Easily build and manage marketing campaigns that automatically connect to lead records, opportunities, and sales.
  
• If ad copy, scripts, videos, or other attachments are related to the campaigns, store them right within the campaign to allow for collaboration during campaign development, as well as easy reference when reviewing past campaigns.
• Bridge the gap between the marketing and sales team with alerts that notify you when leads or opportunities are entered without a campaign source to ensure the sales team is properly crediting the campaign related to the incoming phone call they just received.
  
• Easily create landing pages on the fly which automatically insert web lead records into PerfectCRM paired with the relevant campaign. This will not only turn your website into a lead generation machine, but it will also automatically populate the reports that will speak volumes about both what search terms are generating the most traffic, and also what your website visitor's navigation trends are within your website.
  
• Be alerted anytime a new lead is generated by the website by email or SMS, and either assign it manually to a sales rep for follow up, or create automated assignment rules which assign leads on a rotational basis, or based on any rules you create.
  
• Enjoy a reporting engine that allows you to make the dashboards you need to convey what is working and what isn't on several different levels. You can analyze campaigns by individual efforts like March's mail-out, or by type such as reviewing what overall is working more - online marketing, telemarketing, direct mail, tradeshows and so on. Further, breakdown the results by both the total amount of leads generated, and more importantly - the value of won opportunities related to an individual campaign or campaign type.
  
• Create and automate all your lead nurturing correspondence using the auto-email feature which allows you to develop strategic target groups of leads, and stagger the distribution of targeted materials to build interest on a weekly basis or any other frequency of time.
  
• Assign a lead for a timely follow up by sales when the lead opens 2 or more emails consecutively.
  
• Analyze open rates based on your email subjects, sending address, and also know what links in your emails generate the most click-through, all without using another program.
  
• Create folders of templates for letters, emails, and other media and make them available to other departments to ensure quality communication is company-wide.
  
• Manage your company newsletter and analyze its performance.

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PerfectCRM and the Customer Service Managers:

• Use the global search to quickly reference customers calling in by their phone number, contact name, business name, account number, or case number.
  
• Easily create and manage a knowledge base to ensure all questions are answered with the company’s preferred response.
  
• With a few clicks cases can be reassigned or escalated to allow for multiple team members to collaborate in resolving complex challenges.
  
• Create automated assignment rules based on cases being logged for particular products or services, or from specific channels such as from your website.
  
• Setup automated updates to your customers when a case or trouble ticket status changes to keep them informed.
  
• Setup automated “we are still looking into it” messages to your customers for when a case is open longer than your average duration.
• Have customers receive a QA survey anytime a case is closed to ensure they agree that the challenge was resolved.
  
• Create easy to follow instructional templates to send to customers and minimize time spent by service reps issuing repetitive instructions when they could be helping the next customer.
  
• Reports are automatically populated with performance data about each rep’s average calls managed per day, call duration, and customer satisfaction based on responses from case completion surveys.
  
• Use reports to identify areas where customer service can be improved to strengthen customer satisfaction and foster more frequent referral generation.
  
• If applicable, setup easy to view service agreement profiles for each customer in order to ensure service is not provided to customers that currently do not have an active service plan and the appropriate level of service is extended to customers if multiple options are available.
  
• Allow customers to log challenges or support requests from your website as well as view solutions to minimize unnecessary calls as well as provide afterhours support.

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PerfectCRM and the Partner/Channel Managers:

• Streamline referral communication by setting up Partner landing pages example: www.yourwebsite.com/partner_name where partners may enter in the referrals’ information and PerfectCRM will automatically create the record and pair it with the associated partner.
  
• Setup automated emails to partners to acknowledge anytime a new lead or opportunity is entered with that partner as the source.
  
• Issue limited access partner logins to PerfectCRM for your partners to view the current status of all their referred opportunities. Not only will this allow them to collaborate with your sales force when needed, but they will also appreciate the transparency of real-time information and will likely choose to refer more business to your company versus their other partners who do not provide this to them.
  
• If applicable, create a compensation dashboard that also allows partners to login and forecast revenue sharing based on referred business set to close that quarter.
  
• View attractive reporting that displays current lead generation, as well as revenue generation per partner.
  
• Combine partner reports with campaign analysis to identify what styles of campaigns yield the best results with each partner’s referred business.
  
• Easily create a monthly newsletter for distribution to partners to update them on new product or service information, provide updates on current pricing specials, share best practices, and maintain consistent communication.

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PerfectCRM and the Human Resources Professionals:

• PerfectCRM’s candidate management module will help you to organize all candidates based on the job they are applying for, their applicant score, what stage of the application process they are in, and more.
  
• PerfectCRM will transform the company website’s job opportunities page into an online job application, where all the information they submit – including their attached resume – will be automatically entered as a new candidate record. You will never have to use email folders to manage candidates, search for a resume, or file a faxed resume again!
  
• Schedule interviews with one or multiple decision makers by checking off their name in the interview request screen, and be alerted in real time when interviews are confirmed internally.
  
• Use the auto-alerts to remind all parties the day of an interview.
  
• Develop your own candidate scoring system for each position, and sort candidates by their score in case of needs for immediate placements.
  
• Setup scheduling rules for PerfectCRM to automatically schedule all future performance review dates.
  
• Attach signed employee contracts to employee profiles for easy reference.
  
• Log sick days and vacation requests with a few clicks and prevent employees from exceeding allotted time off.

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PerfectCRM and the Project Managers:

• PerfectCRM is equipped to handle the needs of the complex project management such as agile software development as well as simpler projects for order fulfillment.
  
• Create and customize the workflows, stages, and departments involved with a project, and automate the project assignment based on what stage each project is in.
  
• Track time spent on each work order or task related to each product in order to easily see a total of time spent on each project, whether for billing purposes or simply optimizing internal processes in order to develop a greater profit to cost per/project ratio.
  
• Create project templates for recurring project types.
  
• If applicable, issue limited access logins to PerfectCRM to allow external stakeholders the opportunity to collaborate when necessary and prevent unnecessary increases to the project scope.
  
• Setup easy to view reports to identify projects which may need attention to prevent falling behind schedule.
  
• Setup redundancy rules for task assignment when key team members are unavailable to work on a project.

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PerfectCRM and the Directors:

• The success of a CRM solution is based on how well it is rolled out to your departments, PerfectCRM was designed with this in mind and we take pride in providing successful roll outs at a fraction of the time and cost in comparison to other popular vendors.
  
• PerfectCRM allows you to focus on vision and strategy for your company versus being inundated with tasks related to ensuring productivity is up to standard in each department.
  
• Enjoy the peace of mind knowing that all key members will not only adopt this system, but will continue to enjoy using it for years without the possibility of outgrowing its endless capabilities. Make this the last time you have an interdepartmental meeting about what software system to manage your business with.
  
• Instead of having to review reports provided by your management team that are from several different systems, or worse – manually composed, you can now view reports provided from one system where accuracy is a guarantee instead of a hope.

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If you are already using a CRM system this will probably sound familiar, if you haven’t used one before please consider this

When we made the decision to release PerfectCRM, it was based off the desire to resolve the main pain points that all companies using a hosted CRM solution or "web CRM" were experiencing, including ourselves:

• The most important users aren't actually using it:
  Even though the on-demand CRM solutions purchased were deployed with the company's sales force in mind, all too often it is the sales professionals who rarely or never use the CRM Solution.
  Reasoning ranges from it being too time consuming to use, too difficult to use, or lacking a few small but significant features which become large annoyances when you consider CRM is something a sales professional is usually logged into 75% of their working hours.
  
  The result:
  
  a wasted investment and unneeded friction between management who is unhappy about the empty pipeline dashboards, and a sales department who no longer believes in management's ability to recognize what tools are needed on the front lines.

• "It's very customizable, but it can't do that":
  All too often the out of box features are not enough to satisfy the specific needs of the other departments intended to use CRM solution and the measures needed to have the system reflect the uniqueness of how each department operates either require a large investment with a 3rd party professional services group, or the vendor claims to have a future release of the CRM solution that will offer the missing features (this as you may know is software terms for "don't expect this anytime soon").
  
  The Result:
  
  The marketing staff will request the purchase of a marketing-specific system to properly manage their campaigns, requiring further investment and an expensive magic trick that will eventually be needed to make the marketing system integrate with the CRM used by the sales department. The customer service staff will request the same, or worse, not request anything and compromise your customers' service experience as they try to make it work for their needs. Lastly, you'd better hope you never have a need for any project management or proposal streamlining, we won't even go there.

• Too little, way too late:
  This pain point is the worst, and was enough to push us over the edge in discontinuing our relationship with the supposed "leader in software-as-a-service."Imagine taking the time to plan out a complex deployment to several different groups of staff, already running at full capacity. Imagine paying a software trainer $1000's of dollars to train your staff who are also being paid to attend these workshops while falling behind in daily work. Imagine your management team spending more time trying to figure out how to get the stats they are looking for instead of actually analyzing and developing strategies based on the stats. Now imagine at the end of all this, you learn that your leading CRM's reporting engine "currently is not able" to provide reports that collect data from several different areas of the program which happen to be the reports you need to run your business. We learned the hard way that although a vendor will offer you CRM designed to work with your business regardless of how unique it is; expecting it to have unique reporting capability was our mistake.
  
  The result:
  
  You are placed in a position where you either give up entirely on the vision of having this system that will help your business, or, you look for a CRM Vendor that has experienced exactly the same situation, look no further!

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