Sales Management Suite The first rule of sales management is knowing who is buying and why. The second rule is having the right process and people to capture the sale. MosaicCRM has lots of ways for you to peg precisely what your customers are doing and in turn what you should be doing next. This means huge improvements in sales effectiveness. Each of them designed to help you meet your numbers. Map your progress every step of the way with multiple close and expiration dates, tracking and distributing revenue streams by account and product, in units and dollars. Our Customer Tree and exclusive DUNS Tree instantly links accounts for maximum market penetration. Get a heads up on team selling with convenient and secure Shared Account Access. There’s more. Make Reports Understood HyperGraFX™ Business Visualization: Reports you can understand. MosaicCRM adds the needed dimension of sound business management practice to the sales professional’s arsenal of tools. We developed HyperGraFX, a series of powerful graphic reports which visualize each User’s business. These aren’t just pretty pictures, they’re serious data tools. They cover the gamut from Sales History to Forecasting, Stage Analysis to Activities and Objectives. We make it easy to use so that it’s practically goof proof. The Business Side of Selling Fire your high paid consultants. It only takes two minutes to radically change the way you manage your business. Everybody talks about this kind of a solution, but only MosaicCRM delivers it. We'll show you how to manage deal flow across your pipeline, and not what's dripping out of it. Opportunity Analysis provides valuable data on not only what's in the forecast, but where, how much to expect and importantly, exactly over what time period it occurs. We make pinpoint accuracy a breeze. We'll take you beyond the basic data and into highly accurate distribution projections to better manage revenue streams. We'll even drill it down to individual products or services in the same convenient form. Management has command over every aspect of how your sales opportunities are configured: Sales History Sales Forecasting Revenue Distribution Forecasted Revenue Distribution Pipeline Aging Analysis Stage/Gate Analysis Sales Aging Reports Sales Opportunity Identifier Analysis Pipeline Account Activity Opportunity Source Analysis Custom Reports Our Advanced Report Writer allows you to create any number of report forms, formulas and specific layouts available to your entire organization. Select from a Favorites Menu and the reports are complete in just one click. Managing Leads Expertly manage one of the most costly challenges: Leads. Capture leads right from your website or other sources and immediately get these into the sales or support person's database. Users are instantly notified and they get the complete lead data. Now there's no excuse for not delivering fast responses to your customers. With MosaicCRM you know the ROI of every program, where the account and where each sales opportunity came from. Track and measure any marketing program's effectiveness. Every lead is identified by type and source. Instantly transfer hot accounts and sales opportunities when the inevitable personnel churn occurs. Every Sales Opportunity is sourced and tracked, all automatically. Unbeatable Leads Monitoring and Activity Tracking Tracking New Leads is only the beginning. MosaicCRM goes the extra mile to monitor each Lead in real time. Now there’s no gap between dialing into a Lead, knowing what’s happened with it and making sure a next action activity is scheduled. Provides the Viewer with an instant analysis of New Leads added to their database and the activity associated with it. Users can identify where action is needed and follow up or otherwise track their progress through the Sales Cycle. Illustrates the Current Value of Sales Opportunities and the number of scheduled activities. Where no a=scheduled activity is present, the MosaicCRM program will automatically schedule a Call back and alert the User by email. Directing Activities Command and control activity. Up, down and all around. MosaicCRM recognizes what drives the successful sales operation. Now you can understand at a glance what's scheduled and what's not. Drill down by group, individual or specific activity, instantly. Then know what's working and what's not. Make sure activities flow toward your objectives. Keeping on top of the ‘Dailies’ is vital to hitting your sales goals. MosaicCRM has created the absolute best way to cultivate and manage activities and opportunities. From feet on the street, to customer service, to order entry or finance, you command and control the tasks that turn opportunities into clients. Managers can zoom from a 30,000 ft or to a micro view. See who’s doing what and when: numerically, actually and visually. There’s no mystery about how to plan or deploy your resources because now they’re in plain sight. Here are just a few ways you can peel back the onion skin and get under every aspect of your activities: Exclusive 'Activity Objectives Management' Tool. Unique 'Results' Activity Report uncovers and categorizes what happened. Pipeline Activity Reports detail the activities surrounding your current Sales Opportunities. Integrated Call Reports Super HubT CRM Dealer Sales/Lead Tracking. If you are a part of a Manufacturer/Dealer/Distributor organization, then SuperHubT is the only program that allows the Manufacturer to sponsor a Dealer/Distributor CRM program and track only their sales opportunities. Private Dealer Sales and Account Management System. Know where to spend your marketing and business development $$$$. Seamless integration of ProspectWorks Lead Generation Programs. Strategic Dealer database design to maximize Account development. Track real time results. Get More Information. For more information on how you can and your Dealer/Distributor Organization can see immediate profits from SuperHub™, please contact Bill Noonan, President. Customization Custom Tailored With A Simple Click and View. You can configure your SalesTactix CRM program to fit your sales style without code or waiting for outside consultants, delays and added costs. Match Account, Contact, Sales Opportunity and Activity details to your specific needs. Program an unlimited number custom report formulas and layouts. Set out Web lead capture rules. We'll help! Our Sales Engineers can help you to define and detail exactly what you need and create it for you. Live, in real time, without delays or exorbitant costs. Command the business side of sales Save hours of report preparation and drudgery every week. Forecasting closing dates is important, but it’s just the beginning. MosaicCRM enables you to project revenues over an entire contract period automatically by region, group, individual, even by product, all at the click of a mouse. The reports are automatic. Now instead of doing reports, your sales staff now has the time to actually sell. What a concept! Manage By Objectives Yours and theirs. MosaicCRM provides a unique ability for management to set Activity Objectives and monitor the progress of each User. This provides an instant snapshot of how well an individual or group is performing to their activity plan. These tracking systems go beyond simple number reporting and reach into real time sales activities. Nobody should be without direction in their activities. This is the kind of thing sales force automation should do and do it well. Ours does. Now there are no more excuses. Reporting Capability Manage the business side of selling. Staff never has to prepare a report ever again. We add the needed dimension of sound business management practice to the sales professional's arsenal of tools. Our hierarchy structure allows authorized personnel to get the data they want, when they want it. No specialized or complicated formulas, no synch or uploading. It's real time all the time. The MosaicCRM Report Programs are designed for both executives and staff. Each has access to a world of powerful data that is easy to learn, simple to use. Every User can sort, organize, save favorite configurations and conveniently export the data to Excel spreadsheets. Customer Tree Profiles DUNS # Profiling Sales History Sales Forecasting Revenue Distribution Forecasted Revenue Distribution Agenda and Activity Analysis Quota Analysis Pipeline Aging Analysis Advanced Account Profiling Sales Aging Reports Stage Analysis Sales Activity Objectives Sales Opportunity Identifier Analysis Results of Activity Call Activity Pipeline Account Activity Opportunity Source Analysis Meet Goals Head On Determine peak performance and fix the weak links. Once you set your expectations, MosaicCRM will manage the results. Find the weak spots in both products and personnel and have the knowledge to correct these. Fast, before you've got a calamity on your hands. Monitor and manage how long accounts are in the sales process. Analyze every detail of what's been sold, how the revenue is distributed, look at key ratios and customize these reports to your specific need. Manipulate hundreds of data streams so that you know exactly what your customer looks like. Our Priority Alerts feature takes the mystery out of sales activities, making it practically impossible to drop important calls or issues. New Account Management Tools Manage and develop New Accounts with reliable methods. Managing the New Account development process is vital to sales success. With MosaicCRM, we take the guesswork out of who's doing what with whom. Now you can manage the timing, activity and pipeline development of every new account effortlessly. Home Page New Account Summary The Home Page summarizes the quantity of New Accounts Added Today, This Week, This Month, This Quarter and Year To Date. View New Accounts Added The Report goes to a new screen that details the New Accounts Added. New Account Leads Detail Reports This report provides the Viewer with an accurate view of what activity has been completed and/or scheduled for the New Account. New Account Results Illustrates date of Completed Appointment Activity, scheduled appointment/activities and current Status of Account. Automated Alerts Stay on top of every sales opportunity, automatically. Managing activities of Key Accounts and Sales Opportunities is often a daunting task. With MosaicCRM Automated Email Alert Features, we help Sales Staff to stay on top of each vital Activity and Pipeline Opportunity. Sales Opportunity Alerts. Pipeline Opportunity Past Due Close Date When the scheduled close date has expired, an alert is automatically sent that includes a scheduled event for the User to update the Opportunity Forecasted Close Date. Pipeline Opportunity Past Due Activity or No Activity If a scheduled Activity is Past Due and/or when no Next Activity is scheduled for a Pipeline Opportunity, a Call Back activity is automatically scheduled and the Sales Rep alerted. Pipeline Aging When the age of the Sales Opportunity exceeds 90 days, a special notice is sent to the Sales Rep together with a scheduled Follow Up Activity to modify Status of the Opportunity. New Account Results Illustrates date of Completed Appointment Activity, scheduled appointment/activities and current Status of Account. Priority Activities For past due Priority Activities, a notice is sent automatically rescheduling that Activity for today. New Leads and New Accounts When an Account is transferred to a Sales Rep and/or a New Account added to the database, the program will analyze for Completed and/or Scheduled Activities for the previous five days. If no Activities are found, an Alert will be sent to the User advising that an Activity has been scheduled for the Account. Mass Marketing Automation Search, Profile and Market, all in one simple step. We make mass marketing and scheduling multiple activities a breeze. This feature allows the User to schedule multiple items and/or complete multiple emails/letter tasks. In this manner the User can easily send template letters or emails in one step. Pipeline Opportunity Past Due Close Date When the scheduled close date has expired, an alert is automatically sent that includes a scheduled event for the User to update the Opportunity Forecasted Close Date. Pipeline Opportunity Past Due Activity or No Activity If a scheduled Activity is Past Due and/or when no Next Activity is scheduled for a Pipeline Opportunity, a Call Back activity is automatically scheduled and the Sales Rep alerted. When the age of the Sales Opportunity exceeds 90 days, a special notice is sent to the Sales Rep together with a scheduled Follow Up Activity to modify Status of the Opportunity. Enterprise Calendar Making, scheduling, and managing activities in real time. Our enterprise calendar allows every User to schedule their activities with convenient one-click access to their account and contact screens. With it they can invite guests to meetings and even keep a handy list of tasks. Sync with Microsoft Outlook. Merge selected activities into Outlook complete with Account, Contact and Lead Information.   Privacy Policy | Acceptable Use Policy | Site Map Copyright © 2008 MosaicCRM. All rights reserved.