Performance Dashboard
Your Performance Dashboard represents your sales environment visually, with easy to read charts and tables. Recent opportunities,
activities, contacts and companies are all displayed. A graphical "funnel" represents your sales pipeline.
New leads flowing into the system are also visible.
Activity and Diary Management
BluWave CRM integrates with Outlook and most web-based email and calendaring software (e.g. Gmail).
When an appointment is created in BluWave CRM, a corresponding appointment is created in your default emailing program and a
meeting request is generated and sent to the invitee. All this is achieved in one simple, efficient process.
Opportunity Tracking
Use the Opportunity Tracking functions to manage new business acquisitions.
Track the progress of your sales by defining your own sales process. Enjoy the convenience of new business forecasts,
generated by the system based on expected order dates and sales probability percentages.
Quotes Automation
Generate customer quotations using this function. Quotes Animation is a powerful productivity booster for sales people.
3 processes are initiated with JUST ONE INPUT:
- Creates the quotation document – this can be emailed or printed for the customer
- Automatically posts an opportunity into your Opportunity Pipeline, as you prepare it
- Generates a quote follow-up activity for the sales person in the Activity Management Function
Customer and Contact Management
This efficient database stores and manages all your customers and prospects. Customer and Contact Management will enable you to:
- Organise your companies by type, industry, area and group.
- Customise the system for your business with User Defined Fields.
- Store any number of contact people per customer. Allocate your customers to your branches, as well as specific sales staff within your branches.
Leads Management
This database stores all NEW enquiries. They can be imported from lists or directly from your website.
Once actioned and qualified they can be transferred easily to the company's database for further processing.
Automatic Push Reports
Automatic Push Reports are dynamic and proactive. Configure the system to send you regular sales progress stats.
Users can see their own stats and management are able to receive performance stats on their whole team.
Document Management
Document Management stores all the marketing documentation that your sales team requires; brochures, specifications, pictures, etc.
Upload your marketing material onto the BluWave CRM server for your sales team to forward to customers using the Email function
of BluWave CRM, or by attaching them to quotations prepared in BluWave CRM.
Customer Conversation Tracking
With BluWave’s customer conversation tracking software, you can keep accurate track of all email and telephone conversations you have with your prospects so you can pick up exactly where you left off each time you speak to them.
Geocoding-and-Mapping
BluWave CRM automatically geocodes (adds latitude and longitude) to each customer as the physical address is entered.
This will allow you to draw up a report of that reflects the location of all completed face to face actives.
Sales reps can also draw travel claim reports making it easier for them to claim back travel expenses at the end of the month.
We could not work without the lead tracking and follow up reminder features of BluWave CRM. Think Global but Buy Local.
Judy WalterMarketing Manager Coffee Capsules
We can do the same for you!
