StayinFront CRM 12 with New CRM Features
StayinFront CRM 12 is the latest version of StayinFront’s flagship product. It gives sales reps and managers the right tools to help solve business challenges, increase productivity and improve sales effectiveness.
New features in StayinFront CRM 12 add depth and efficiency aimed at increasing sales success while enhancing manager performance. StayinFront CRM has a powerful CRM analytics engine built into the system, which translates into seamless and effortless functioning, allowing CRM analytics to become an integral part of your sales and marketing processes.
Whether printing a quick report, profiling and detailing prospects and existing customers or collaborating with the sales team, StayinFront CRM 12 enables you to retrieve valuable information out of the system when you need it.
StayinFront CRM 12 provides the right tools to help you sell more and manage better.
Benefits of CRM 12
- Collaboration enhanced among teams through easy document sharing
- User-defined KPIs with full history and tracking available system-wide
- Easy coordination of schedules, meetings and calendars through seamless integration between Microsoft® Outlook® and CRM
- Search simultaneously across your CRM system, email and hard drive
Key Features of CRM 12
CRM with Enhanced Microsoft® Outlook® Integration
StayinFront CRM 12 provides a seamless integration between Microsoft Outlook and StayinFront CRM. Instead of replicating data, appointments in either system are available as “one view”. Outlook appointments display in the CRM calendar; likewise, CRM appointments display in the Outlook calendar.
Outlook emails are stored easily into the CRM call history while emails are created and sent from inside StayinFront CRM. The StayinFront CRM Outlook sidebar allows users to see critical CRM information pertaining to email senders and recipients right inside Outlook, as they are browsing their email.
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CRM Key Performance Indicators (KPI) Engine
Key Performance Indicators, or KPIs, help organizations evaluate their progress and strategize how to reach their long-term goals. An excellent performance management tool, they give everyone in the organization a clear picture of what's important.
StayinFront CRM 12is the first CRM system to incorporate a KPI Engine, which allows you to easily define your own KPIs, track them over time, then action trends and results.
KPIs are displayed using colorful graphic visualizations showing quantifiable measurements such as sales and revenue goals, service and satisfaction.
KPIs in CRM 12 can be used throughout the system, including on grids, forms and reports. KPIs are also used to segment and filter different views.
Additional Features of CRM 12 KPIs
- History tracked and trended
- Automatically calculated
- Targets can be set, managed and changed
- When linked to workflow, can trigger both automatic and manual tasks
- KPIs can be displayed as dials, tachometers and other visually captivating graphics
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CRM with Configurable Dashboards
With StayinFront CRM 12, dashboard definitions can be dynamically modified and deployed. Users create and share their own dashboards, choosing from a variety of dashboard components using drag and drop. Summaries, KPIs, analytic views and external web pages are all included on dashboards, making StayinFront CRM 12 completely adaptable to the way you work.
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New Full CRM Keyword Search: CRM with Windows® Search Integration
With StayinFront CRM 12, any piece of CRM information is found quickly using keywords. Integrated with Windows search under Vista® and Windows 7, users can search hard drive, email and CRM simultaneously. Search results are returned in order of relevance rank, so what you are looking for will most likely be listed first. StayinFront CRM 12 can also be integrated with most popular Enterprise Search Engines.
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CRM with Document Integration
StayinFront CRM 12 makes it easy to view, manage and share documents. Documents can be opened inside CRM 12 and indexed by a keyword search. With the same ease and simplicity with which Windows® operates, a user can drag and drop documents to and from CRM 12. With Document Integration, you obtain a complete view of your customer – right at your fingertips.
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