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Snapshot
Reporting /Executive Dashboard

CRM
SalesForce Automation

Customer Service

Marketing Automation

Employee Management
Calendaring/Collaboration

Web Presence
Partner / Vendor Management

Additional Information

Pricing Information

Setup and Customization

Security and Reliability

Support and Training

Overview

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NetCRM Overview

NetCRM is a comprehensive front-office solution for small- and mid-sized companies to manage all of their marketing, sales force, and customer service business processes in one integrated solution. Unlike other CRM solutions, NetCRM allows your sales team to create sales orders and invoices, not just quotes and estimates, and notifies your shipping department of orders to fill. The addition of sales information gives your employees a complete view of each customer so your sales team can better recommend additional products to them, your customer support team can better serve them and your marketing team can better target them with campaigns and promotions.

Because NetCRM is a Web-based application, your sales people on the road, your support staff that telecommute, and your shipping clerks located in different warehouse locations can all access and use its full capabilities anytime, anywhere. All they need is a browser and an Internet connection. NetCRM connects your entire customer-facing staff to delight your customers and grow your bottom line — we call it Complete Relationship Management.

NetCRM

View Product Demos Here:
Sales Force Automation

Customer Support

Marketing Automation

The features found in NetCRM are:

Sales Force Automation

Territory tracking & assignment
Sales lead status management
External lead capture form
Partner relationship management
Sales order entry
Pipeline and forecast reporting
Referral / promotion code tracking
Customer transaction history

Customer Support Management

Case creation & assignment
External case capture form
Full-loop case management
NetAnswers knowledge base
Self-service customer support

Marketing Automation

Campaign management
Group segment creation
Custom e-mail templates
E-mail creation & scheduling
Approval tracking
Supports data tag tracking

Contact Management / Other

Group calendaring
Import / export of records
Outlook® and Palm® synchronization
Employee expense management
Anytime / anywhere Web access
Executive dashboard snapshots
NetBase custom records
Customizable reporting

NetCRM feature highlights:

Automated Lead Processing and Lead Management

NetCRM allows you to manage leads and prospects from origination right through to the close. Lead information captured via online lead forms is automatically entered into the system and routed to sales representatives and territories for follow-up. As leads progress, you can assign them different statuses with different probabilities of closing for more accurate sales forecasting. When a lead is ready to purchase, your salespeople can automatically convert estimates into sales orders without any data re-entry for efficient sales processing.

To create a lead capture form for your Web site or other online purpose, simply select the fields you would like to show on the form, and arrange them in your preferred order. You can add as many custom fields as you wish in order to obtain any particular type of information about a lead that you want.
You can also specify the behavior you want after the form is submitted: what the lead sees next after submitting the form, whether to send a personalized e-mail reply, what status leads from this form should be assigned, and more.

Promotion Management

NetCRM gives you the ability to create promotion codes and to run promotions to generate interest and drive sales. Promotions can be applied for limited-time pricing discounts, special referral offers, or simply to associate them with a particular marketing campaign. Complete statistics of promotional response is tracked at both the campaign level and the sales transactional level, allowing for comprehensive customer profiling of response and buying patterns.

Marketing Campaign Management

NetCRM contains complete marketing campaign management functionality to automate, track, and report on your marketing efforts. Customer segments can be created based on actual customer purchase activity, giving you a platform for true one-to-one marketing. NetCRM also provides complete e-mail campaign management, from target segment creation to e-mail creative development with promotion options to campaign execution and results analysis. Custom e-mail templates are provided, and e-mails can be personalized with customer names or products that interest them with data tag features.

The Campaign Creation screen allows you to specify all the attributes of the campaign you wish to create, including specifying multiple facets to a single campaign such as e-mail, direct mail, phone and so on. Once the campaign is over, campaign statistics show detailed success metrics including cost per acquisition and the return on your campaign investment.

NetAnswers Knowledge Base

NetCRM includes NetAnswers Knowledge Base capabilities, which allows a company to create a database of frequently asked questions and answers, standard problems and resolutions, known issues or special tips. NetAnswers allows information to be organized into different levels of topics and solutions, giving support representatives the ability to answer customer inquiries via e-mail or phone more quickly. Customers can access this knowledge base as well if you choose, giving you a customer support self-service option to lower expenses and to provide a 24x7 support option to your customers.

Partner Center / Customer Center

NetCRM integrates your selling efforts with your partner or channel selling efforts. You can create secure and limited system access for all of your partners at no additional charge, as well as your customers. With our unique partner relationship management capabilities, you can allow partners and resellers to access information on their partner profile, view leads, place orders, submit support cases, view the status of existing orders and cases, view sales reports, and search the knowledge base. Customers can view the status of their current orders and their order history, track their shipment status, or even pay for orders online.

Role-Based Centers and Snapshots

NetCRM has separate roles for marketing, sales and support users within your organization. Each role gets a custom-designed center which each employee can further customize to give him or her views of data or access to features that they need for their work. Whenever they log in, they get their selection of graphical snapshots and real-time summary reports, shortcut links to features, saved searches, customer information as well as their own calendar and tasks.

Employee Productivity Features

NetCRM includes a complete complement of calendar and task management tools to make all of your employees more efficient. Features include automatic event reminders, attendee availability checking, resource management, priority-based task tracking and e-mail notification of assigned tasks. Time spent on events, tasks and customer support cases can be tracked for billing to customers. Group calendars are also included for convenient access to departmental events. All these schedule management capabilities ensure high productivity while providing sales, support and marketing managers with complete visibility into the activities of their representatives.

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