Customer Relationship Management (CRM) systems can be a very effective tool in managing and growing sales. When used properly and populated with all pertinent information they make managing the sales process simple. However, most B2B companies use their CRM like a glorified Rolodex and never get the vital information on their customers into a useful format. When information doesn’t make it into your decision making tools in a timely manner, opportunities get missed and customer relationships suffer. There is a better way.
With CRM Intelligent Integration, leads and appointments generated for you automatically make their way into your Salesforce database. No more information lost in Excel spreadsheets or your Blackberry inbox. Appointments become visible to everyone and all your data is transferred over for you, waiting for your next sales meeting.
Unlike other lead generation companies who can only supply their results in clumsy .csv files or proprietary reports, Smart Systems Technology can synchronize your data between our system and Salesforce in near real-time.
Don’t use a CRM Yet?
We know that many B2B companies have not yet made the switch to Salesforce or other CRM systems. We designed our Lead Management System to deliver your results in multiple easy-to-use formats like email, pre-formatted Excel spreadsheets or even web-based reports.
The Next Step
Contact us to learn how CRM Intelligent Integration can save your team a ton of work and frustration.