CRM Account Management Fill in the gaps. Instantly. Our Account Manager components are geared to providing all the information necessary to stay on top of every account, contact, marketing and sales opportunity, even events that affect your customers, in real time. We also make it really easy to centrally grab customer specific data, and a snap to get directions to speed you on your way. Customer Tree and DUNS Tree is a click away. Everything's automated of course. Everybody is linked. Across your office or the world, even vendors. Complete with activities, marketing and more. This is no simplistic list type of program. Rather it's a valuable information tool with incredible user ergonomics, presented in a way that everyone gets it. Fast. Well, we did say instantly, didn't we? There is No Place Like Home Dorothy was right; there really is no place like home. Have your day in order before you start. Our exclusive Home Page Dashboard makes it easy, even for computer novices to jump into the process. By just logging on, everyone is focused on the priorities of the day: View Priority Alerts View New Leads Daily Activity List This Weeks Forecasted Closes Current Business Summary Opportunity Stage Analysis Improved Sales Efficiency With Better Data Consolidation We do a 180 on the typical Contact Management design. We're all about 'Account Management' so think of our data as the hole in the donut and everything that affects the Account, be it company information, contacts, sales opportunities and activities, by anyone - from anywhere, are consolidated into a single view of the Account. Each Account is owned by a Primary Sales Rep and Account data can be shared across authorized Individuals, or Teams. In addition to an extensive array of standard data fields. any number of Specialized fields can be added at any time to capture information specific to your organization. All vital information is presented on a single, fast loading screen. Customize to your sales style. Instantly add new data fields. If you can't do it in 90 seconds, call us and we'll do it for free. Contact details arranged by Key Contacts, with direct email capability, access to automated templates, Scripts and Marvel. Sales Opportunities are made crystal clear, complete with a valuable Summary of Current Opportunities. Every Activity, scheduled and completed is recorded, including a separate classification for marketing materials. Transferring Accounts is instant with User specific authority level. Daily Activity Manager Effective Account Management Tools It's simple to head off User beefs with the DAM 'Daily Activity Manager'. Unquestionably the biggest gripe from Users has always been CRM programs are time consuming, awkward and confusing to use. Often they are right. Too many CRM solutions over complicate the process, especially when it comes to doing the Daily Activities. We put and end to reasons why they don’t like CRM tools. We truly understand if the program isn’t easy to use, your staff isn’t going to use it. The Daily Activity Manager is absolutely ground zero for every User to power through their ‘Dailies’ without having to open multiple screens and eliminates switching back and forth between account and activity data. Every Activity is on one convenient screen complete with Account and Contact data. Update all data from this single screen. View Activity by type, date, even rank of importance. Completing and Scheduling Activities is one click. Integrated Calendar. Transfer Account Authority functions. Complete Activity History and Notes. Automatically duplicate selected Activities in Microsoft Outlook. MarvelTouch Staying on top of Account touch is almost too easy. Even when there's personnel churn. MarvelTouch allows sales and marketing staff to launch multi-task contact programs with a single click of the mouse. Make these unique to any sales and support cycle for consistent contact processes. Set out the program for Prospect Development, Key Account development, or Customer Service. The possibilities are endless. Have personnel changes? When the Account is reassigned, MarvelTouch continues the contact program and eliminates the contact gaps. Personalized marketing is made simple. Click and print using print, email, forms and fax templates stored in your database. Incredibly easy to update and even easier to custom modify on the go. Institute a company wide marketing material resource. Create, store and share and access unlimited number of template documents and forms. Automatically keeps a history of all marketing activities for each Account. Track Sales Opportunities by marketing plan to measure their effectiveness. Fully merged with Microsoft Outlook. Track and prioritize up to three key dates with every Account Contact. Team Selling 360° Account View Everybody gets the picture. The same one that is. It's selling smart. MosaicCRM provides the benchmark for hierarchy and Team Selling Account sharing configurations. Highly flexible and totally secure access and control of all Account data provides a single view of your customer across your entire organization, including channel partners. Highly configurable Account sharing authority by User, Role Group and Channel. Integrated Priority Alert features. Identifies all actions by specific User. Every Sales Opportunity is identified and tracked by specific Rep. Account Tree and DUNS Tree Exclusive DUNS and Account Tree Analysis. Only MosaicCRM provides the ability to relate Accounts to one another throughout your database. Now there's no mystery to map a course of action for complete customer infiltration. This powerful tool provides a means to associate national and multi-branch Accounts and track these on a national, regional, district and area basis. Relate parent, headquarters, subsidiary, and branch operations in one step. View what is in the forecast, what has been sold and lost and just as important, where you haven't treaded. Track Priority Issues Stay on top of events that make the difference between getting a sale and keeping a customer. Priority Alert flagging allows everyone in the organization to service the Account more effectively and head off potential obstacles. MosaicCRM Priority Alerts makes it a straightforward affair and eliminates the costs and time delays with multiple emails, voicemails and telephone conversations to verify actions. Manage by defined levels of importance. Fully integrated with our Account Sharing and Hierarchy protocols. Import/Export Data We make moving your data in or out of MosaicCRM accurate and easy. Secure too. All imported Account data is identified, source tagged and automatically added to the Leads basket for tracking. Import wizard allows you to speed download databases on a predefined basis. Exporting data is simple and comprehensive: every Report allows instant export to Excel spreadsheets. Data Security Protect your data with User defined access specific reports. Now you can authorize access to see who can view comprehensive account data reports. Automated Database Download facility is provided whereby a copy of your entire database is available to download at your convenience.   Privacy Policy | Acceptable Use Policy | Site Map Copyright © 2008 MosaicCRM. All rights reserved.