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CustomerMatrix

Name: CustomerMatrix
Rating: 4.5 (2 reviews)

By CustomerMatrix

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Highlights : About CustomerMatrix

Win opportunities

Manage employee success

Identifies sales opportunities

Integrates with your CRM

Online support is available

Web based dashboard

About CustomerMatrix

CustomerMatrix is a sales forecasting and sales analytics solution that gives you accurate personalized sales trends based on customer movements and trends. CustomerMatrix will notify you via email, or straight to your CRM, whether a competitor comes on the sales scene or if there is a shift in the customers performance or trends. CustomerMatrix also gives you the option to profile your own employees to measure success and delivery rates. CustomerMatrix provides real-time reports and graphs based on findings and all data can be downloaded, exported or fed into charts. CustomerMatrix comes with a freemium version, with limited access and permissions as well as scalable plans and online support/video tutorials.

Specifications

Business Size

Small

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Win opportunities

Upsell and cross-sell

Retain customers

Manage employee success

Generate sales alerts

Accelerate CRM adoption

Identifies sales opportunities

Create objectives

Web based dashboard

Telephone guidance

Online support is available

Integrates with your CRM

Create sales profiles

Identify sales targets

Add custom alerts

Benefits

Win opportunities and Upsell and cross-sell

CustomerMatrix helps you identify business development opportunities from within your CRM by assessing movements and trends amongst your CRM to then formulate solutions and strategies to target and upsell/sell to a particular segment or individual.

Manage employee success and Generate sales alerts

CustomerMatrix gives you the option of monitoring the success of individual employees to assess performances and sales targets. Employees have the option of receive sales alerts straight into the CRM or by individual emails.

Create sales profiles and Edit and update profiles

With CustomerMatrix you can add, edit and update customer profiles within your CRM - eliminating the need for double data entry within the two platforms. You can also add notes and comments to particular segments or individuals within the CRM.

Telephone guidance, online support and demo

CustomerMatrix offer 24/7 support, telephone and email based on your package. A freemium version is also in place with limited permissions and capabilities.

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