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   Surado CRM Online_
   Online CRM Software backed by Great Service


Surado CRM Online
Live Demo
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Surado CRM OnlineSurado CRM Online
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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
Don't Let the Economy Slow You Down! Get Online CRM from Surado.

Surado CRM Online allows you to access all your information anytime, anywhere using the Internet.  From Email Marketing to Salesforce automation to Contact Management and managing Customer Service, Surado's Online CRM provides the ease of use and power for businesses of all size.

With Online CRM, you no longer need to make costly investments in CRM Software Applications and Server Hardware and Software.  Access your Online CRM information securely using the internet from our networks where the highest level of security is implemented. And the best part is, you will never have to worry about upgrading your CRM software – because we do it for you automatically!

And unlike other Online CRM software that locks you in an On Demand CRM environment, we don't! You can easily transition over from Online CRM to an on-premise CRM solution when it makes business sense.

CONTACT & ACCOUNT MANAGEMENT
Online CRM - Contact ScreenRecord 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 customer issues, all from a comprehensive Main Contact Screen.


E-MAIL MARKETING & CAMPAIGN MANAGEMENT
Online CRM - E-Mail MarketingWith Online CRM, send eMail marketing utilizing hundreds of available templates and stock images without having to import and export to other programs. With campaign management, you will be able to track all sales as a result of your marketing activities -- all in one integrated solution.
Click Here to Learn More…



SALES AUTOMATION
Online CRM - Sales FunnelManage customer accounts throughout the sales cycle. Track detailed opportunity information, probability, 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 using multiple criteria.

CALENDAR & ACTIVITY SCHEDULING
Online CRM - Calendar Online CRM includes fully-integrated scheduling and task management to track both internal and customer activities, including multiple participants and resources, with To-Do's and Calendars. With Online CRM, you will always be on top of your schedule!

Manage Relationships with ease! With Online CRM, each contact can be related to another contact record to track the social networks that exist in your customer base. This is extremely important as you continue to leverage relationship that already exist in your network of clients, prospects, vendors, suppliers, etc.

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


CUSTOMER SERVICE / HELP DESK
Customer Service ConsoleEmpower 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 Service Level Agreements, and track Return Merchandise Authorizations all directly in Surado CRM Online.

With Online CRM, you will be able to reduce Customer Service costs and increase customer satisfaction!


DOCUMENT / KNOWLEDGE MANAGEMENT
Knowledge ManagementAs you may already know, an average of 2 hours per day is wasted by each professional employee in your company looking and filing documents. This can amount to a huge loss of productivity and even business. With Online CRM, you can attach any Windows based file (document, spreadsheet, image, video, music, etc.) directly to a contact record. By doing this, each member of your team will always have access to the latest version of documents related to a contact or company easily and most efficiently.

With Online CRM / On Demand CRM, all of your template documents can easily be stored in an online Knowledgebase which can be easily accessed. This will prevent having to look for document templates, accidentally overriding templates, utilizing older versions and so on. You can also use the online Knowledgebase for literature fulfillment, company policies and procedures and answers to frequently asked questions that your customers may have.

With Online CRM, whether it is a client contract or a credit application form, accessing documents will always be easy!


REPORTS & ANALYTICS
WorkflowEmpower your employees with tools that enable them to analyze their own performance on a real-time basis, resulting in improved customer service across all touch points. The power to measure performance, not just for a selected few but for all employees, allows them to be more responsive. Online CRM provides powerful next-generation business analytics and reporting tools necessary to provide a comprehensive view of your customers. The benefits are faster generation and distribution of reports, more informed decision-making, rapid deployment of changes and increased efficiency.

With over 200 prebuilt reports offering hundreds of querying and sorting combinations, employees from the CEO to employees will be able to quickly identify, execute and review performance. Managers will be able to run reports for individuals as well as teams in order to gain insight into business operations.

And now with Online CRM Automated Reporting module (optional), reports can automatically be scheduled for automatic delivery (Daily, Weekly, Monthly, etc.)


ALSO INCLUDES
Standard Online CRM Support

  • Free 1-2 hours ($300 value) setup/configuration consultation
  • Unlimited e-mail Support
  • Access to Online CRM tutorials
  • Access to Online CRM Help to submit questions and review answers
  • Online CRM User Guides and How-To's
  • Ability to upgrade to Premium or Platinum support with live telephone support



  • Minimum System Requirements are applicable for Surado CRM Online. Not all features of Surado CRM Small Business or Surado CRM Enterprise are currently available using Surado CRM Online editions. Please consult with your Account Manager to ensure that your requirements are met prior to subscribing to our services. Please feel free to request for a free Live Demo or evaluation version by one of our Account Managers. All subscriptions are final upon completion of the registration and acceptance of service. Surado does not provide any money back guarantee. Additional monthly charges are applicable for all optional features. This is a limited time offer and is available to new clients only. This offer cannot be combined with any other offer. All sales are final.

    For more information about Surado CRM Online, please contact your Account Manager at 1-800-478-7236. Surado reserves the right to end any speical or discount offers at any time without prior notice.