The most important and integral tool a sales team may ever utilize, is now one of the most powerful modules in Interprise Suite. The CRM module creates a world where data / information flows in and out freely from all the other various Interprise Suite modules. As soon as an order is placed, an invoice is paid, or a shipment is fulfilled that information is immediately reflected in CRM giving your sales team up to date activities, opportunities and marketing results.

Companies can rely on Interprise Suite's CRM Module's powerful yet simple to use functions. As your organization utilizes the power tools of our CRM module, your company will come to the realization of Interprise’s superior and more efficient customer service relationship capabilities. Sales will increase by fully automating key aspects of your company's selling cycle and managing / tracking all aspects of your sales campaigns.

The Interprise Suite calendar dashboard gives you instant access to the activities, to do's, meetings and scheduled phone calls of you and your teams. Fly-out panels in the dashboard groups both you and your team's calendar items into easy to understand specific lists organizing even the most complex Calendars. Learn more about your calendar activities without having to open them thus saving time.

• Company-Wide View Of All The Activities For A Particular Period
• Pin-able Fly-Outs Organize Calendar Items
• Calendar Views Include Daily, Work Week, Weekly, Monthly Or List View
• View Calendar Activities By Month, Number Of Days, Today, Tomorrow Or On A Specific Date Range
• Filter Out Calendar Activities By Activity Type (phone call, meeting, to-do, etc.)
• Filter Out Activities By Priority
• View All Activities Assigned To A Particular User
• Filter Out All Activities That Are Either Completed, In Progress, Or Cancelled
• User Defined Filters Can Be Saved And Reapplied

Interprise Suite designed a simplified lead and prospect management system so your sales team saves time and focuses more on closing the deals. Interprise Suite CRM supports an unlimited amount of leads and prospects with the capability to easily convert them into a customer. With a conveniently built in word processor, creating mail to keep relations with your leads, prospects and customers is easily accomplished.

CREATE LEADS AND CONTACTS

Interprise Suite delivers a comprehensive approach to lead and prospect management. By managing the entire sales cycle from lead to customer, Interprise Suite can greatly simplify the process. Designed around a lead -> prospect -> customer approach, Interprise Suite allows your sales team to qualify incoming leads, converting them to prospects and optionally creating sales opportunities in just a single step.

With Interprise Suite, sales quotes can be created for prospects ensuring that your customer list only contains customers. When sales quotes are accepted they can be turned into orders while the prospect is turned into a customer. Directly from a lead, prospect or customer file you can create activities, send emails, make quotations, send faxes and more. Interprise Suite's fully integrated approach allows for this to happen easily.

• Detailed Lead And Prospect Information
• Supports An Unlimited Number Of Leads And Prospects
• Create Custom Fields
• Included Is Interprise's Word Processor Which Simplifies Lead, Prospect Or Customer Related Mailings
• Support For Personal Contacts
• Tabbed Contact Form
• Create Activities And Opportunities Within The Prospect Or Customer Form
• Attach Documents And Other Files For The Prospect And Contacts

A brilliant small business owner once said ”The most valuable and important commodity in life, is time itself.” We couldn’t agree more. Interprise Suite's integrated approach allows your sales team to quickly and easily create entity (customers, suppliers, prospects, contacts) and non-entity based activities. Activities can be marked private or shared at the team or company level. Whether you believe that time is the true ''value of life'' or more simply that ''time is money,'' Interprise Suite includes the tools conducive to superior time management.

• Activities Are Automatically Displayed On The Calendar
• Activities Can Be Assigned To Individuals Or Teams
• Activity types include: To-Do, Case, Meeting, Call And Callback
• Reminders Can Be Set Up To Pop-Up Before The Task Is Due
• Supports Custom Categorization Of Activity Items
• Activity Notes Supports Pictures And Advanced Text Formatting
• Attachments Can Be Added To Activities Keeping Activity Related Information Together
• Activities Can Be Assigned To Opportunities And Campaign Waves
• Callback Buttons Allow You To Set Up Return And Follow-Up Calls With Just A Single Click
• Call Activities Features A Timer To Automatically And Accurately Record Call Times
• Meeting Activities Allows You To Assign Resources, Check The Availability Of Team Members And Automatically Notify Participants Via Email Of New Meetings
• Support For Reoccurring Activities

MORE EFFECTIVELY MANAGE YOUR SALES OPPORTUNITIES

One of the most exciting aspects of the CRM module is its ability to guide and organize sales activities from inception to completion.Through the use of the sale opportunity feature, all sales functions can be efficiently managed allowing the entire team to work together as one compressive unit increasing synergy and productivity. Sales opportunities can be created for both prospects and customers while sales forecasts can be entered manually or updated automatically based on the latest sales quotations. Incoming and outgoing faxes and emails, as well as all activities, can be associated with a particular sales opportunity allowing you to view all opportunity related information in one logical location. A graphical opportunities dashboard with customizable charts and graphs brings all your opportunity information together empowering you to quickly spot trends and develop more profitable selling strategies.

• Complete Sales Force Automation
• Create And Estimate Opportunities
• Predict Estimated Revenue To Be Won Or Lost
• Relate Sales Quotes, Email And Other Documents
• Include Competitor Details For Comparison
• Add Notes And View Activities, Communications And History
• Chart Analysis Of Opportunities To See Results
• Search Form Filters Out Open, Won and Lost Opportunities
• Supports An Unlimited Number Of Custom Fields
• The Embedded Interprise Word Processor Creates E-mail Or Documents That Can Be Sent Via E-mail Or Fax
• Audit Trail Tracks Opportunity Progress

Nothing is more effective in increasing sales than a strategically targeted sales and marketing campaign. The Interprise Suite CRM campaign feature gives you the tools you need to plan and execute sophisticated sales campaigns. Based on the CRM wave concept where campaigns are executed in multiple waves, you can develop fax, email, call and direct mail campaign waves to ensure the success of your campaign. Wave types can be mixes within the same campaign allowing you to send first an email wave, then follow-up with a second phone call wave several weeks later. Campaigns can be linked to sales opportunities and orders allowing you to monitor the success of your activities.

Campaigns can be linked to sales opportunities and orders allowing you to monitor the success of your activities.

• Create Target Lists Based On Customer History - I.E. All Companies That Bought Product "X" Or Bought Items In "Y" Category
• Create Personalized Text Or HTML Based Emails And Faxes To Send To Your Leads, Prospects, Customers Or Suppliers.
• Selectively Send Emails Or Faxes To Customers And Prospects. For Example, Customers With Good Credit Who Bought A Particular Item
• Attach Campaign Related Documents
• Integration With Your Entire Contact Transaction History Allows For Better Communication With Customers Allowing For Better Service, Building Loyalty And Increasing Sales
• Share Contact History With The Entire Team For Informed Decision Making
• Audit Trail Tracks Campaign Progress
• Included Chart Analysis Of Campaigns To Decide On Appropriate Course Of Actions
• Search Form Searches Active, Completed And Cancelled Campaigns
• Campaign Form Allows For An Unlimited Number Of Custom Fields

Interprise Suite includes a comprehensive Microsoft Word ® compatible word processor that can better manage written communication throughout the enterprise. An integral part of Interprise Suite, the Interprise Suite word processor is data aware allowing you to create merge documents faster and easier than what is possible in a separate stand alone system. Documents created in the word processor can easily be added to the template library allowing it to be shared throughout the enterprise.

FULLY INTEGRATED.

• Full Featured Word Processing
• Can Open And Save Documents In RTF, HTML, Doc (Microsoft Word), XML and TXT Formats.
• Documents Can Be Saved In Interprise Suite To Be Shared Company Wide
• Documents Can Be Exported To Adobe PDF Files
• Easily Create Mail Merge Documents
• Integrated Spelling And Auto-Correct Options
• Built In Templates Makes Mail Merging A One Step Process

Email has become the accepted form of business communication. The disparate nature of today's most commonly used email clients makes it very hard for a single organization to work together as one comprehensive unit. To overcome the shortcomings in today's software choices, Interprise Solutions created an email application that directly integrates with Interprise Suite. In Interprise Suite, the email client will automatically copy all incoming and outgoing emails of your shared contacts giving the enterprise a complete sharable history of all email correspondence.

The sophisticated email writer sends attachments and embeds pictures directly inside the email equivalent to the best selling email clients. To ensure compatibility with older email clients, emails can be sent as plain text or HTML. As users move between different computers, they still have access to their entire email history.

• Email Dashboard (Incoming / Outgoing / Sent)
• Comprehensive Email Composer With Spell Check And Auto-Correct
• Read, Reply, Send Or Forward Email
• Send Mass Email With Mail Merge; Multiple File Attachments
• View Personal Team Based E-mails
• Support For BCC
• Contact-Related E-mails Are Stored In Contact History, Allowing You To View A Company-Wide Record Of All E-mail Related Activities
• Works With Interprise Suite User Profile Allowing The Set-Up Of E-mail Accounts With No Additional Work