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Second CRM Software

Name: Second CRM Software
Rating: 4.5 (2 reviews)

By Soft Solvers Solutions

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Highlights : About Second CRM Software

Generate and send quotes in nicely formatted pdf's

Generate sales orders directly from approved quotes

Generate and send invoices, including recurring

Track service requests (tickets) with rule based escalation

Execute surveys for learning about customer satisfaction

Manage inventory control at all your locations

About Second CRM Software

Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features lead generation functionality that allows users to consolidate leads from email, website forms and social networks, as well as create filters to segment and qualify leads. Users can track and monitor prospect activities and set alerts that engage sales reps when prospects signal interest in a product or service. Users can also create personalized email templates that can then be sent to contacts from directly within the CRM system. With Second CRM, users can plan and set sales targets and filter them based on territories, products, sales rep or sales teams. They can also measure the effectiveness of marketing campaigns, discover where prospects are getting stuck in the sales funnel, calculate cost per lead and tie closed deals back to the original campaign.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Generate and send quotes in nicely formatted pdf's

Generate sales orders directly from approved quotes

Generate and send invoices, including recurring

Track service requests (tickets) with rule based escalation

Execute surveys for learning about customer satisfaction

Manage inventory control at all your locations

Maintain your vendors and issue Purchase Orders

Features

Consolidate leads from email, website forms, and social networks

Manage sales and support teams and activities

Share sales data across individuals and teams

Generate and send quotes, sales orders and invoices

Track communication with customers and timely follow ups

Manage schedules, calls, meetings and emails from a single location

Create and execute campaigns across marketing channels

Manage warranties and support contracts

Track service requests (tickets) with rule based escalation

Plan and execute customer survey with analytics

Knowledgebase and self-servicing portal

Manage projects, deliver orders and track inventory

Purchase orders and vendor management

Manage bills, track payments and issue receipts

Holidays and leave management

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