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Slide 1: Wouldn’t it be great if you could manage leads, make sales and grow your business All with a single click? Click to edit Master subtitle style 2/8/11
Slide 2: Now Click to edit Master subtitle style You can… 2/8/11
Slide 3: Introducing Engage CRM A CRM made for every user, ranging from one man organizations to Fortune 50 establishments Click to edit Master subtitle style Engage CRM is fast, affordable, easy to understand, easier to use and even fun! 2/8/11
Slide 4: With Engage CRM you can manage Opportunities Accounts Contacts Leads Campaigns Documents Click to edit Master subtitle style E-Marketing Surveys Reports Solutions Cases Products 2/8/11
Slide 5: Click to edit Master subtitle style Manage Campaigns 2/8/11
Slide 6: ü ü ü Create unlimited campaigns Manage campaigns based on timelines, Generate leads through deadlines and expected fresh campaigns revenue. Plan and execute everything from a single Assign members to window. campaigns Prioritize campaigns based on importance Attract more leads with special promos and offers Click to edit Master subtitle style ü ü 2/8/11
Slide 7: Click to edit Master subtitle style Create Leads 2/8/11
Slide 8: ü ü ü Bring in leads through referrals or advertisements Create leads and view Categorize leads in existing ones along with customized groups their status and reports through the lead Follow up generator. on leads with specific tasks Assign tasks and events relevant to individual leads Click to edit Master subtitle style ü ü Transfer leads to different owners 2/8/11
Slide 9: Click to edit Master subtitle style Monitor Accounts 2/8/11
Slide 10: Convert leads into business generating Monitor all your accounts accounts based on when they were created, viewed or modified and prioritize your workflow ü Have multiple accounts accordingly. for each company ü Click to edit Master subtitle style ü Assign time specific tasks to individual accounts 2/8/11
Slide 11: Click to edit Master subtitle style Create Contacts 2/8/11
Slide 12: ü Quick create contacts Import contacts automatically from Create new contacts, organize Outlook, GMail, Yahoo, them into various categories etc. and view their status. All this ü and more with a single click. ü Create contacts manually or automatically Master subtitle style Click to edit ü Convert contacts into leads 2/8/11
Slide 13: Generate Opportunities Click to edit Master subtitle style 2/8/11
Slide 14: Create opportunities from campaigns, contacts and accounts Generate opportunities after following up on contacts and ü Assign business leads and turn your development tasks to campaigns into resounding opportunities successes. ü ü Convert opportunities into successful accounts Click to edit Master subtitle style 2/8/11
Slide 15: Click to edit Master subtitle style Manage Documents 2/8/11
Slide 16: ü Assign business development tasks to opportunities Share documents across A single window for managing your enterprise all your documents with up to 1GB of storage space. ü Collaborate across documentsto edit Master subtitle style Click ü ü Add, edit and delete documents as you would do on your desktop 2/8/11
Slide 17: Click to edit Master subtitle style Manage Products 2/8/11
Slide 18: ü Control price books for your product ü Assign your products Manage all multiple price and theirbooks for each product pricebooks within a three click procedure. Make ü yourCreate and within Engage sales from edit products on CRM. a mass scale Master subtitle style Click to edit ü Assign multiple products to a single price book 2/8/11
Slide 19: Click to edit Master subtitle style File Cases 2/8/11
Slide 20: ü Assign contacts and accounts to cases ü Add solutions concerns File all queries andto cases regarding your contacts and ü Use in Cases and resolve accountscase studies for future reference and them as you go. projects to edit Master subtitle style Click ü Mass add, edit and delete cases 2/8/11
Slide 21: Click to edit Master subtitle style Find Solutions 2/8/11
Slide 22: Multiple solutions for individual cases Find all solutions to your cases filed here. Create them on the ü Allocate past solutions go or refer tosolutions to team members for quick turnarounds. ü Click to edit Master subtitle style ü Mass add, edit, delete solutions 2/8/11
Slide 23: Click to edit Master subtitle style Generate Reports 2/8/11
Slide 24: Select modules and filters on which to generate reports Address all your MIS needs with the intuitive, easy to ü Display report summaries understand Reports section. ü ü View reports edit Masteror Click to in textual subtitle style graphical format Export reports in PDF or Excel sheets ü 2/8/11
Slide 25: Click to edit Master subtitle style Conduct Surveys 2/8/11
Slide 26: ü Create simple, easy to respond surveys in less than 2 minutes ü Compile survey results Sometimes the public is into a a different looking forsingle sheet approach than the one you ü Alter campaigns had visualized. Find their according to edit Master pulse through thethe survey subtitle style Click to Survey results module. ü Strategize Analyze ü 2/8/11
Slide 27: Click to edit Master subtitle style Manage E-Marketing 2/8/11
Slide 28: ü Customizable templates Send through plaintext or stylized HTML ü Send out your e-marketing ü Merge with campaigns collateral through Engage or have a standalone ECRM's whitelisted spam-free Marketing strategy server and get noticed by potential customers Master subtitle style Click to edit ü Monitor read messages, bounce rates, deleted messages and so on 2/8/11
Slide 29: Interested? www.getengagecrm.com Click to edit Master subtitle style 2/8/11