CRM Systems

Busy Worker Bee designs and implements powerful Customer Relationship Management (CRM) systems that go beyond just tracking and organizing your valuable contacts—our CRM installations will improve how you acquire new customers and service your existing ones. We believe that your CRM system is the most critical and required sales and marketing tool in doing business today.

Our CRM Systems:

• Provide a true 360 degree view of all customer data and customer interactions with complete visibility into all financial transactions and website interactions.
  
• Focus on managing both your prospects through the sales pipeline and the integration of all relevant information needed up-sell existing customers.
  
• Automate the entire customer lifecycle, from a "suspect" to a “lead”, to a qualified “prospect”, to a buying “customer”, to guiding that customer to buy again.
• Allow salespeople to create real opportunities from customers, while creating a seamless integration with existing order management and accounting system.
  
• Create powerful, automatic up-sell and cross-sell capabilities, helping you to sell more effectively to your existing customers.
  
• Provide complete partner relationship management capabilities making your channel partners an extension of your sales team.
  
• Fully encompass the social and e-mail marketing into the CRM solution including tracking and posting all customer interactions through the Web.
  
• Provide more accurate and detailed pipeline forecasts and reports in real time.

We typically recommend and implement SugarCRM™ platform as our primary solution and our staff has spent so many hours in implementing, configuring, customizing dashboards, creating reports and training sales teams that we have coined the term “The Sugar Pros.”

You can reach Craig Anderson, our IS Director, at 408.982.7244 or email him by clicking here.

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