Enterprise CRM Software Overview

Surado CRM Software has the power you need at a price you can afford!

Combining the core Surado CRM Software suite (Contact & Account Management, Sales Automation, Marketing Automation and Customer Service/Help Desk) with Integration for Exchange (for e-mail, contacts and tasks), the Surado Integration Module (for connecting to third-party databases or creating custom tables and screens) and Surado CRM Web (a web interface for remote user access to basic functionality), Surado CRM Software offers an unprecedented level of power and flexibility for businesses looking to move beyond simple, under-powered single user and workgroup solutions.


CONTACT & ACCOUNT MANAGEMENT
Record detailed information for customers and vendors, both at the company-level (Accounts) and for individuals (Contacts). Empower your representatives to provide a high level of customer service with a complete record of customer communications, including phone calls, e-mails, meetings and presentations. Easily review upcoming activities, sales opportunities, attached documents and integrated information from other databases, all from a comprehensive Main Contact Screen.

Surado CRM Software includes fully-integrated scheduling and task management to track both internal and customer activities, including multiple participants and resources, with pop-up reminders and customizable To-Do's and Calendars.

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SALES AUTOMATION
Manage customer accounts throughout the sales cycle. Capture and import leads, distribute them and create automated follow-up reminders for qualification. Track detailed opportunity information, including competitor information, and create customized sales stages, based on projects or product lines. Use the powerful Opportunity Management Sales Funnel to forecast future revenue, and target the most profitable accounts.

Surado CRM Software includes an integrated quoting system and fully-featured inventory and part management. Create quotes and print, e-mail or export them, or merge information into Microsoft Word or Excel.

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MARKETING AUTOMATION
Using Surado CRM's comprehensive marketing campaign tools, you can build lasting and profitable customer relationships by executing effective and timely campaigns over both traditional and electronic channels. Create targeted e-mail campaigns for automated execution and follow-up and use integrated data mining and contact grouping to optimize multi-channel marketing. Realize significant value and gain lasting competitive advantage through ROI analysis. Track the effectiveness of campaigns, comparing potential and actual responses and sales, and invest your marketing dollars more effectively.

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CUSTOMER SERVICE / HELP DESK
Empower your customer service, help desk or support staff, with an integrated system that not only tracks communications, but provides the comprehensive overview needed to improve customer satisfaction. Track inquiries and issues, build a knowledge base, create contracts and SLAs (Service Level Agreements), and track RMAs (Return Merchandise Authorizations) all directly in Surado CRM Software. Take advantage of advanced Business Intelligence features to build support rules that automate labor-intensive processes, such as routing and confirmation.

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DASHBOARDS
Surado CRM Software allows the creation of unlimited customized graphical dashboards that can include activity, sales, marketing, customer service and integrated data. Users at all levels can quickly view "snapshots" of critical data in a single comprehensive screen.

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DYNAMIC WORKFLOWS
Managers can easily design graphical workflows to help ensure that processes are carried out consistently and efficiently. Users can then access these dynamic workflows to guide them through both customer inquiries and internal procedures. Workflow icons can launch windows and perform functions within Surado CRM Software and launch third-party applications.


SURADO INTEGRATION FOR MS EXCHANGE 200x
Support for Microsoft Outlook e-mail is built-in to Surado CRM Software. For those using Microsoft Exchange Server 2000 or 2003, the included Integration for Exchange module can automatically sychronize incoming and outgoing e-mail messages, contacts and tasks.

SURADO INTEGRATION MODULE
The Surado Integration Module (SIM) allows users to view and manipulate data from SQL, Oracle, DB2 and Access databases directly in Surado Business CRM through Enterprise Application Integration (EAI). Administrators can also create stored procedures to automatically write Surado CRM Software data into other databases using Automatic Data Exchange (ADX). The Surado Integration Module can also be used to create custom tabs and screens as "front-end" interfaces for custom tables, allowing for unlimited "one-to-many" relationships.

SURADO CRM WEB
Surado CRM Software Web allows remote users to access basic Surado CRM Software functionality through a Web interface. In addition to creating and modifying contacts, users can manage activities (including To-Do's), sales opportunities (including the Opportunity Management Sales Funnel), quotes and customer service tickets.

For more detail information, please Click Here to visit Surado CRM Software Home Page or call 1-800-478-7236.