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Accelerator Business

Accelerator Partners

 

Promotion of the month

Managed CRM

Questions to ask yourself

  • Do you want to increase your sales success? Do you want to shorten the sales cycle, improve rates of lead closure and improve opportunity management ? Do you want customizable workflow rules for automated sales processes, quote creation, and order management?
  • Do you understand your customers’ needs? Do you want comprehensive reporting which lets you forecast sales, measures business activity and performance, tracks sales and service success, and identifies trends, problems, and opportunities?
  • Do you want a comprehensive view of your customer information? Do you want to view Sales and Support activity for all your customers, and across all your colleagues’ account, where appropriate?
  • Do you want to run your Client Relationship Management (CRM) from within the tool you are familiar with - Microsoft Outlook? Do you want also to be able to access all the information from a web browser?
  • Is it important to you that you collaborate with your colleagues on sharing and updating customer information? Do you need to share sales and customer service information across teams and departments?
  • Do you need to integrate your CRM information with other business systems?
  • Do you want to be able to able to quickly and easily customise a CRM solution to fit your sector needs?

What is it?

  • Accelerator CRM is a state of the art system for managing and sharing information about your customers.
  • It helps to prevent you and your colleagues creating isolated islands of knowledge about the relationships you run with your organisation’s customers. The emphasis is on openness and sharing, allowing individuals and teams to work in a more coordinated way.
  • It is a very effective way of sharing intelligence across your client base to increase the opportunities for successful sales and to improve the customers’ perception of good service from your organisation.
  • This allows to work on line or offline, mobile or static through something you are already familiar with Microsoft Outlook

What does Accelerator CRM comprise?

  • Sales Module (Standard or Professional)
  • Customer Service Module (Standard or Professional)
  • Integration services to tie your customer information back to your business systems, if appropriate.

Accelerator CRM Sales

Comprehensive Customer view

View, manage and share customer account activity and history, contact information, communications, quotations, pending orders, invoices, credit limits, and payment history.

Lead routing and management

Track information on prospective customers, then qualify and assign inquiries. Leads are automatically routed to the correct salespeople or teams.

Opportunity management

Convert qualified leads to opportunities without data re-entry and then track opportunities throughout the sales cycle.

Sales Process Management

Initiate, track, and close sales consistently and efficiently with workflow rules that automate the stages in the selling process.

Microsoft Outlook integration

Work online or offline using Microsoft Outlook, with access to accounts, opportunities, products, quotes, orders, and sales literature. Integration of CRM contacts, appointments, tasks and e-mail with Outlook.

Product catalogue

Work with a full-featured product catalogue that includes support for complex pricing levels, units of measure, discounts, and pricing options.

Order management

Create and convert quotes to orders, then modify and save orders until they are ready to be submitted.

Quotas

Use quotas to measure employee sales performance against goals. As opportunities are closed in CRM, they are credited against the assigned quota.

Territory management

Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports.

Reporting

View, sort, and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.

Sales literature

Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.

Competitor tracking

Maintain detailed information on competitors in a library and associate that information with opportunities and sales literature. Reporting functionality tracks competitor activity by product, region, or other criteria.

Workflow

Automate leads routing, notifications, and escalations. Workflow rules also make it easy to generate and send auto-response e-mails to customer requests.

Correspondence and mail merge

Use customisable templates to create and send e-mails to targeted prospects and customers. Printed communication materials can be created and sent using Microsoft Word Mail Merge.

Accelerator CRM Customer Services

Case management

Create, assign, and manage customer service requests from initial contact through to case resolution, as well as manage communications and other activities.

Service requests

Automatically associate incoming support enquiries with the appropriate case using Exchange Queue routing and email to Case / Contact email resolution.

Queuing

Send cases to a waiting area - the queue - where they can be easily accessed by individuals and teams.

Routing and Workflow

Route service requests automatically to the appropriate representative for resolution, escalation, or reassignment.

Searchable knowledge base

Resolve common support issues quickly by using a searchable knowledge-base that contains relevant articles. Built-in review processes help ensure that published information is complete, correct, and properly tagged for search.

Contract management

Create and maintain service contracts within Accelerator CRM to help ensure accurate billing for support incidents. Each time a support case is resolved, relevant contract information is updated automatically.

E-mail management

Maintain accurate customer-related communications records with automated (includes auto-response e-mail) tracking of customer e-mail messages. Generate and send auto-response e-mail to customer requests.

Product catalogue

Work with a full-featured product catalogue that includes support for complex pricing levels, units of measure, discounts, and pricing options.

Reporting

Use comprehensive reporting tools to help identify common support issues, evaluate customer needs, track service processes, and measure service performance.

Accelerator CRM Integration

  • Sales and Customer Service functionality are completely integrated, empowering employees to work collaboratively, and ensuring that customer information updates automatically across sales and service departments.
  • Sales people can view customer service information that might affect sales processes for an opportunity or customer.
  • Customer service representatives can view complete account information, including sales and orders, to help them identify top customers and evaluate specific customer needs.
  • Sales and service employees can view, share, and update information with individuals and across team departments.
  • Salespeople can access Accelerator CRM from Microsoft Outlook, and work online or offline with access to sales functionality. E-mail, contacts, appointments, and tasks are integrated with Outlook.
  • With offline access to sales functionality, salespeople can work on the road with up-to-date information for accounts, contacts, opportunities, leads, sales literature, competitors, quotes and products.
  • If a salesperson makes changes to data while working offline in Outlook—for example, updating a quote for a customer—the new information will synchronize with the central CRM server the next time they go online.
  • Integration with Microsoft Word Mail Merge lets users import CRM data into Word and easily create and print communications to prospects, customers, employees, and partners.
  • CRM data and reports can be exported to Microsoft Excel for sorting and analysis.
  • Accelerator CRM integrates with Microsoft Business Solutions for Financial Management.
  • Integration functionality includes key data mapping for accounts, contacts, product catalogue, orders, and prices.

Third-Party Applications and Web Services

Built on the Microsoft .NET Framework, Accelerator CRM can be integrated with a wide variety business and financial systems using well establish integration technologies e.g. Microsoft BizTalk®.

Is Accelerator CRM right for you?

  • If you are looking for a CRM system which is reasonable priced
  • If you are looking for a CRM system which is based in something you already use Outlook
  • If you need a CRM solution which will grow with your business in a phased approach without huge consultancy costs
  • If you need a CRM solution which gives you both office working and mobility on your laptop.

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