CRM

To purchase, install and maintain a customer relationship management (CRM) tool has historically been beyond the reach of most small and medium businesses. The cost, expertise and time required to do it themselves was just too great. But the benefits of CRM to a business are real. Offering your customers an online version of CRM gives them all the benefits for a fraction of the cost — requiring no investment in ongoing time and expertise needed.

Converting voluminous raw customer data into distilled, actionable information to boost sales and service levels, Hostway’s CRM package includes:

Sales Management: leads, forecasting, opportunities and quotes

• Stay organized with calendar and email import
• Track and share opportunities
• Easily bring new sales representatives up to speed
• Present effective presentations and proposals to customers
• Quickly create quotes that can be presented in PDF to customers
• Manage and upsell into existing accounts
• Monitor pipeline and opportunities being targeted
• Manage leads list and automatically turn it into an opportunity
• Track recent conversations and actions
• Input sales forecasts for current opportunities

Marketing Management: ad campaigns, target lists, email marketing

• Build and track new marketing campaigns
• View completed, current and future campaigns
• Segment customers to target the right customer set with the right message
• Monitor marketing dollars spent and how campaign activities drive the top line
• Assign target lists to other team members or oneself for follow up
• Ensure sales reps have up-to-date marketing information necessary to close the deal

Customer Service: complete customer profiles, escalation process, track customer service process

• Centrally manage and share all customer service issues
• Easily view customer profile and purchase history
• Understand frequency of incidents to improve product quality
• Measure the responsiveness of customer support
• Easily diagnose bugs, assign and escalate customer issues to resolution

Reporting: marketing campaigns, customer segments, sales

• See messages sent and viewed, bounces, click-throughs, opt-outs, leads and contacts created
• Filter lead generation results based on certain criteria
• Segment prospects and customers based on attributes
• Benchmark campaigns to understand which efforts produce the most revenue
• Roll up and analyze sales opportunities
• Monitor the customer satisfaction of accounts
• Customize charts to track key metrics