powered by CentrixOne
Follow-up on potential customers by integrating your calendar in the software to easily plan your important follow-up meetings.
Consolidate your business processes and make your job easier by having your customers’ latest contact information on hand at all times.
Send the right message to the right person at the right time and effortlessly create attractive emails with an easy to use editor.
Easily check your sales information, your representatives' activities and no longer miss a sales opportunity by using clear, concise and accessible dashboards.
Rapidly access your contracts and other important documents at all times, and be confident that your sales representatives are providing their customers with the right version of sales documents.
Automatically execute planned actions or repetitive tasks, such as sending emails and reminders and target your public according to their actions and preferences.
Assess your web presence objectively and effectively by capturing and analyzing your web data (pages viewed, visits, etc.).
Automatically generate customer files in Acomba with contacts created in e-CRM (and vice-versa) and associate by default your transactions with a customer in e-CRM.
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Configuration of your CRM
|Plan follow-ups of sales opportunities|
|Consolidate contacts and their profile|
|Integrate your calendar in the e-CRM software|
|Create customer files|
|Assign contacts for each customer|
|Create price and discount lists applicable to each customer|
|Create and send emails using an integrated tool|
|Analyze the results of the communications you send|
|Apply standards and Canada's Anti-Spam Law for sending emails|
|Produce clear and concise dashboards|
|Analyze your sales data and your representatives' activities|
|Deposit your contracts and other important documents|
|Backup marketing presentations and campaign images|
|Capture and analyze your web data|
|Integrate your social media pages in your customer communications|
|Plan recurring tasks (sending emails, follow-ups, etc.)|
|Program automatic responses|
|Target your public according to their actions and preferences|
|Synchronize contacts created in e-CRM with your Acomba software (and vice-versa)|
|Associate quotations, orders and invoices from your accounting software with the customer file in e-CRM|