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Contact Management
Building lasting relationships with your existing customers and prospects is critical to growing your business.
SCM's intuitive design and logical screen layout puts all of your main contact details right in front of you on one screen so you can easily and quickly retrieve critical information when you need it.
Increase Efficiency, Improve Customer Service and Keep Customers For Life !
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Sales Force Automation
Powerful pipeline management and sales
forecasting tools help individuals and teams
manage opportunities.
Automate critical steps, such as sending e-mail
and faxes, scheduling tasks in your calendar and importing new leads or capturing leads from the Internet and automatically routing them to the appropriate individual for follow-up.
Tracking, Managing and Closing Sales has
never been easier !
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Marketing Campaign Management
Build lasting and profitable customer relationships by executing marketing campaigns effectively.
SCM delivers a comprehensive means to design, execute, and manage personalized marketing campaigns over traditional and electronic channels.
Realize Significant Value and Gain Lasting Competitive Advantage today !
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MULTI USER -- Surado Small Business CRM
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Surado no longer offers multi-user versions of Smart Contact Manager Pro. Instead, Surado is pleased to offer Surado Small Business CRM, for organizations with up to 10 concurrent users.
Surado Small Business CRM includes tools for Contact & Account Management, Sales Automation, Marketing Automation, Customer Service / Help Desk, integration to third-party databases, integration with MS Exchange, and Web access to basic features, all with affordable purchase and lease options.
Click here for details...
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Contact Details
- Provide your representatives with a single comprehensive view of your customers.
- Review Upcoming Activities, History, Attached Documents, Quotes, Sales Opportunities and more with a single click.
- Send e-mail and faxes and track them in the History Folder Tab.
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Contact Hierarchy View & Search
- The Hierarchy View allows you to quickly search and view (in alphabetical order) all companies or contacts, and can breakdown the view by departments within a company.
- SCM Pro also provides a powerful search engine when there is a need to search multiple fields using combinations of operators.
- Global Search feature searches all fields at once, including the second (or subsequent) words or numbers in a field, or part of a word of number.
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Calendars & To-Do's
- SCM Pro provides advanced workgroup scheduling and task management features.
- View Daily, Weekly, Monthly and Yearly calendars with ease.
- Review daily To-Do's with sorting and data filtering options to prioritize activities
for the day.
- Managers can easily view schedules of team members to manage workloads.
- Access and update Activities from Calendar and To-Do's windows directly.
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Scheduling Activities & Resources
- Utilize Available Time Slot window to schedule Activities and/or Appointments.
- Easily create follow-up Activities with Notes History.
- Schedule Resources such as Conference Room, Overhead Projector, Drinks, etc.
- Create recurring Activities with ease.
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Pending & History Activities
- The History folder provides a complete accounting of all
communications between you and your customers.
- The Pending folder lists all outstanding activities, to-do's, appointments and automated scheduled activities.
- Once activities (including e-mail and faxes) are completed, you will always have access to them in the History folder.
- The History folder also allows the viewing of faxes that have been sent to a customer.
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Reminders
- Stay on top of important activities with SCM Pro's Automated Reminders.
- Alerts can be scheduled at varying user-defined intervals, to "pop up" on your desktop even if you are not logged on to SCM Pro.
- Directly update pop-up alerts or access customer contact record to review account prior to updating activity information.
- Customize alerts based on user preferences.
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Attachments
- All documents pertaining to contacts (proposals, contracts, images, etc.) can be linked
to contact records.
- Documents can be MS Word, Excel, PowerPoint or any other Windows-based
document.
- Documents that are linked to contact records can easily be opened for viewing.
- Reduces the time it takes to search for a document in Windows and increases
efficiency.
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Referrals
- The Referral folder allows "links" (referrals) to be created between one or more contact records.
- Once a referral has been created, you can easily access the "referred to" contact and vice versa.
- Set relationships between contacts to identify strategic alliances, partners or other
relationships.
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Knowledge Base & Reference Library
- Leverage the knowledge of company policies and procedures, product experts and FAQ's to standardize handling, increase access,
improve response time, and shorten ramp-up time.
- Quickly find documentation using the Index Listing for search feature.
- Knowledge Base documents can either be relayed over the phone or e-mailed or faxed directly to the customer.
- Users can save commonly used articles or information under the Favorites tab.
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E-Mail
- Record and view Outlook e-mail (received & sent) in SCM Pro.
- Send e-mail from SCM Pro using Outlook.
- Automatically synchronize Outlook Contacts, Tasks and Calendaring Information.
- Create SCM Pro contacts directly from Outlook.
- E-Mail any Knowledge Base document (as an attachment) from SCM Pro.
- Synchronize with PDA's using Outlook.
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Web Resources
- SCM Pro is tightly integrated with major Web sites that can easily provide you with the information that you need.
- Automatically populate required fields on Web sites. For example, automatically send address information to receive driving directions.
- Use Web Resources to:
· Receive Company News
· Get Driving Directions
· Map a Location
· Search for Businesses
· People Search
· Receive Stock Quotes
· Check On the Weather
... and more!
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Faxing
- Service representatives don't have to manually send out and track faxes to customers.
- SCM Pro Fax Server allows you to quickly fax reports or other documents directly
from SCM Pro.
- Once a document has been faxed, SCM Pro will automatically create a History activity and copy of the fax under the contact name for future lookup.
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Unlimited Custom Screens & Fields
- One of the most powerful features in SCM Pro is the
ability to create unlimited Custom Screens and Fields without programming.
- With SCM Pro, system administrators can easily create Custom Screens.
- Custom Screens and Fields can be accessed by users through the "One-Click" feature from the Main Contact Screen.
- Custom Fields can be imported and exported from and to other applications.
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Track Opportunities
- Manage unlimited sales opportunity life-cycles with ease.
- Track key account information, manager commissions, source, status and probability.
- Analyze forecasts and progress towards company goals to create a winning sales team.
- Track competitors, quotes and activities related to each opportunity.
- Create custom sales fields.
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Create & Manage Quotes
- Create Quotes with ease.
- Link Quotes to Sales Opportunities for Pipeline Analysis.
- E-mail or fax Quotes directly from SCM Pro with history tracking.
- Managed inventory and product information file to create accurate quotes.
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Monitor Pipeline & Forecast Sales
- Build an intimate profile of accounts and manage every stage of an opportunity
life-cycle, from initial contact to presentations to contract negotiations to sale and
post-sale activities.
- Forecast future opportunities through pipeline visibility by sales stages.
- Review opportunities by account manager, product lines, time periods and probability.
- Analyze past trends including won/lost opportunities.
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Track Competitors
- With Competitor Intelligence, empower your sales team with tools to close the sale.
- Track competitor strengths, weaknesses, ratings, past performance and sales teams
- Analyze reasons for win or loss for future opportunities.
- Strategize and utilize notes to overcome competitor offerings.
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Manage Commissions
- Assign multiple users, such as managers and sales reps, to the same opportunity.
- Automatically calculate commissions based on a percentage of the potential or actual opportunity amount.
- Run reports to analyze commissions by account manager.
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Distribute Leads
- Automatically assign new contacts (or re-assign existing contacts) to sales reps or other users.
- Notify users of new leads with customized reminders.
- Use Data Mining to filter leads based on contact information, product information, marketing preferences or group membership.
- Limit access to leads with security options for users or groups.
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Automate Business Processes
- Provide a consistent automated approach for streamlining sales operations.
- Create unlimited business rule processes that automatically schedule distribution of literature and follow-up activities.
- Add conditions before automated events are triggered.
- Automated events include sending e-mail and faxes and printing documents.
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Create Campaigns
- Create multi-channel marketing campaigns while facilitating flawless execution all in one location.
- Track and report campaigns based on objectives, status, region, budget and campaign managers.
- Assign tasks according to revenue projections, time periods, targeted audiences and channels.
- Run automated business rules to automate broadcast e-mail and fax to clients and create follow-up processes for sales representatives.
- Retain past campaign performance results for future analysis.
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Track Lead Sources
- Track marketing campaign and source for each sales opportunity.
- Review and analyze key campaign analytics and productivity in real-time.
- Advanced analytics will help you gain valuable insights, resulting in improved
marketing campaigns. Match profitable customers and products with the most
effective campaign channels to increase your ROI.
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Data Mining
- Create targeted e-mail and fax campaigns for automated execution and follow-up.
- Use integrated data mining with suppression and permission-based rules to
select optimal approaches for targeting prospects, so your customers receive the
right offers at the right time.
- With multiple permission levels and opt-in and opt-out facilities, marketers can make sure that the right prospects are reached through their preferred method of
communication.
- Import leads from third party providers for mass targeted campaigns.
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Budget Management
- Realize significant value and gain lasting competitive advantage through business
intelligence features such as Campaign ROI.
- View real-time opportunities linked to each marketing campaign source. By
identifying the most profitable campaigns, you can invest marketing dollars more
effectively, increasing customer satisfaction and boosting profits.
- Track real-time projected revenue and responses versus potential and actual
revenue and responses.
- Review and analyze campaign performance by specialized target groups.
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Campaign Analysis
- Easily track the effectiveness of your marketing campaign, comparing potential to actual sales as well as potential to actual responses.
- Get real-time results on campaign effectiveness.
- Identify the most profitable campaigns against the least profitable campaigns.
- View and analyze graphical representations of your campaigns with various selection criteria.
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Capture Leads from the Internet
- Capture sales leads directly into your SCM Pro database from your Web site.
- Automatically route leads to the appropriate account manager based on defined
business rules.
- SCM Pro automatically reminds sales account managers of incoming leads and product/service interests of prospects.
- Import leads into the system using wizards that allow leads assignment to account managers.
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