If you are looking to boost your sales efforts, and what we really mean is strap it to a jet-rocket of ROI, we can help.

Build Prospect Files: The sales-automation portion of our relationship management software will allow you to enter single prospects or mass-import prospects along with critical profiling data and make all easily accessible to your sales staff at a moment’s click with quick prospect and marketing criteria selections.

Track and Share Activities: You can even track and share all your past activities and future follow-ups with other members of your team while integrating with your Outlook email, task or calendar items. You can even take this power on the road with you when using your Blackberry or other MS-Enabled mobile device.

Refer Prospects and Cross-sell Customers: Cross-selling your existing customers or referring new prospects to other departments for follow up is made easy with a built-in referral engine and proprietary customer-build that will ensure you see all the products and services your existing customers own regardless of any core-system deficiencies you may be experiencing. You do not have to clean up your core data to use our software; we will do it for you in each nightly customer-build.

Incentivize Sales Staff: As prospects become customers or customers buy new products, the software will recognize new product and service additions and automatically close related open referrals so you don’t have to and grant appropriate incentives based on the software’s built in standard incentive plan or one we customize to your needs.

Manage Follow-ups: You can create customer and prospect "groups" to better organize your customers and prospects for your own or your marketing department’s continual follow up (e.g. quickly add your prospect to the "Golfing Group" so next time your organization sponsors a golf event they can easily be invited). Use the system’s myView to see all your Referrals, To Dos, and Past Activities in "dashboard-widgets" that work best for you. You can even auto-assign customer relationship ownership through an event-based hierarchy.

Build Pipelines: Create pipelines for your new business in 30/60/90 day buckets by responsibility while recording expected close percentages, new business vs. renewals, expected fees, and more to make your next management meeting a synch.