Surado Small Business CRM

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

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

And because small businesses need a cost-effective solution that will meet growing needs, Surado Small Business offers affordable purchase and lease options, and can be upgraded to the full Surado CRM Enterprise edition when businesses grow beyond 10 users.

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 Small Business CRM 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.

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 Small Business CRM 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.

MARKETING AUTOMATION
Using Surado Small Business 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.

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 Small Business CRM. Take advantage of advanced Business Intelligence features to build support rules that automate labor-intensive processes, such as routing and confirmation.

DASHBOARDS
Surado Small Business CRM 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.



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 Small Business CRM and launch third-party applications.

PROJECT MANAGEMENT

Unlike other CRM software, we believe that managing projects is an essential business need for every organization.  This is why, project management is included as part of Surado's core product suite.  Surado CRM's built-in project management features include the ability to synchronize records with Microsoft Project. Tasks and sub-tasks can be created. Then activity records can be linked to these tasks, to record more specific information, including times, participants, resources and notes. Existing Project files can be imported into Surado CRM, or new files can be created and managed in Project.  With Project Management, Surado further enhances the 360 degree view by enabling quick review and access all projects from a Contact or Account.
   
SURADO INTEGRATION FOR MS EXCHANGE 200x
Support for Microsoft Outlook e-mail is built-in to Surado Small Business CRM. 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 Small Business CRM through Enterprise Application Integration (EAI). Administrators can also create stored procedures to automatically write Surado CRM 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 Web allows remote users to access basic Surado Small Business CRM 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.

ALSO INCLUDES

• Product Installation Technical Support valid for 60 days from Purchase Date
• 1 yr Surado Small Business CRM Technical Support & Maintenance
• Access to Web Self-Service to Download Latest Service Packs/Revisions
• 12 Telephone/Web Self-Service Support Incidents
• System User and Admin Guides
• Major Functionality Tutorials

To Learn more about other CRM Solutions, please click on the links below:
Online CRM
On Premise Enterprise CRM
Offline Solution