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“Surado CRM Online plays a vital role in taking our business to the next level”

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“Surado Delivered -- we were up and running in less than a month”

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“knowledgeable, responsive, and personal attention that quickly gained our confidence”

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“Surado offered us a solution across the board”

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“Your support and follow-up so far has been unmatched”

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“truly powerful training and implementation experience”



   Surado CRM Online_
   On-Demand CRM Solution


Surado CRM Online
Brochures
Surado CRM OnlineSurado CRM Online
(PDF: 912k)

White Paper
Contact & Account Management
. Workgroup Calendaring & Scheduling
. To-Do's List
. Integrated E-Mail
. Resource Scheduling
. Attach Documents
. Integration with Microsoft Office
. Activity Tracking
. Knowledge Base
. Global Search
. Contact Group / Lists
. Track Relationship Networks
. MS Exchange Integration (Optional)
. Analytics & Reporting
Sales Automation
. Opportunity Management
. Forecasting & Pipeline Analysis
. Sales Workflow Automation
. Team Selling & Management
. Inventory & Quotes
. Source Tracking
. Lookups & Groups
. Integrated E-Mail
. Automated Business Triggers
. Productivity Analysis
. Multi Product/Service Sales Stages
. Knowledge Base
. Win/Loss Analysis
. Literature Fulfillment
. Cross-sell and Up-sell Analysis
. Web Resources for Research
. Back-Office Integration (Optional)
. Online Lead Capture (Optional)
. Analytics & Reporting
Customer Service / Help Desk
. Open, Track & Resolve Incidents
. Unlimited Support Tickets
. Service Console View
. Track Resolution Time & Costs
. Service Level Agreements (SLAs)
. Track Billing Information
. Complete Customer History
. Converts E-Mail into Tickets (Optional)
. Return Merchandise Authorizations
. Knowledge Base
. Support Process Automation (Optional)
. Track Activities
. Attach Documents
. Customer Self-Service (Optional)
. Track Support Productivity
. Analytics & Reporting

Why Surado CRM Online ?

There are many CRM Solutions in the market place, so why select Surado? Please see how we offer a great value proposition today and as you continue to grow your operations for the future:

  • Unique Easy to Use Interface
    Most on demand CRM or hosted CRM solutions look like a standard web page where information is displayed in a left to right, top to bottom approach. This approach works great for regular websites, but when you are trying to get the 360 degree view of your Account or Contact, the information is all over the place and you have to scroll pages and pages to get to the information you are looking for.

    With, Surado CRM Online, we have mimicked our on-premise look and feel on the web; this unique look and feel provides you with a clearer picture, easier access and faster response – just think of Surado as opening the cabinet for an Account where all communications are neatly organized in folders for easy access. Don't take our word for it, compare our interface with the competition.

  • You have a Choice – Migrate to On-Premise When it Makes Sense
    The benefits of On Demand CRM are many. But there are many benefits to purchase on-premise CRM solutions too – from long term cost savings to integrating with other on-premise technology solutions to needing the security of having your data in your total control physically located at your site.

    Surado offers the best of both worlds. How? Both Surado CRM Online and Surado CRM On-Premise solutions utilize the same powerful back-end database system, rules and presentation layers. This means that you can start with On Demand and move to On Premise when it makes business sense. The best part is that the entire process will be seamless since there is no exporting or importing of data. Your current online database will be installed at your premise and you will have all of your information. We mean ALL of it – not just bits and pieces, which happens when you migrate from one application to another. And since the application look and feel are similar, no additional training will be required for most features and functionalities.

  • Complete Offline Solution
    The promise of on-demand CRM is to provide you with access to your critical CRM information anytime, anywhere as long as there is an internet connection. So, what do you when you do NOT have an internet connection or the connectivity is too slow, or you are in an area where connectivity is too expensive? With other solutions, you are out of luck.

    With Surado CRM Offline, we offer you a software solution that can be installed on your laptop that will provide you with all the features and functionality that you have using the online version without having an active internet connection. Once you are back in your office or you have connectivity to the internet, all the information is automatically synchronized between your laptop version and your online version. And unlike other solutions that may offer only basic offline functionality, we offer complete offline functionality with no limits to the number of Contacts or Accounts that can be offline.

  • Advanced Security Options
    Because Surado CRM Online was developed using Surado CRM on-premise which supports enterprise wide usage, Surado CRM Online will continue to offer the many advanced security features built into the product typically found only in enterprise wide solutions. From Access Control based on roles, to data security to audit trail, Surado's advanced security options can provide a comprehensive security solution.

    Surado also recently introduced an advanced document security feature that protects attachments, documents, files, music, movies, etc. from unauthorized use.
  • Integrate with 3 rd Party Software
  • High Customer Satisfaction
  • Best Value – Low TCO
  • Innovative R&D Team – First to Market Features
  • We Don't Just Sell CRM, we Live it!
  • CRM Success Since 1995

 

* For a complete benefit listing, please contact Surado at 1-800-478-7236 (or 951-682-4895). Depending on your needs, some features may not be available, feasible and/or cost effective; please contact Surado for a detailed needs analysis.