CRM Software
SapphireOne provides our clients with access to a powerful Customer Relationship Management tool for generating sales and exceeding customer expectations.
SapphireOne provides a fully integrated CRM and ERP solution so that you can have real-time business intelligence and ensure maximum efficiency in customer relationship management. A system that integrates customer management with financial reporting becomes a powerful tool, allowing for access to all information on clients, vendors and sales leads in relation to the health of the enterprise as a whole. Track projects and payments with ease and set tasks and reminders to ensure that all necessary actions are taken at the right moment, every time.
The full integration of Office Suite and Apple's iCal and address book delivers flexibility and efficiency to ensure the best possible customer relations for your business. Manage clients and vendors with individual ID codes. File unlimited contacts under each client. You have the ability to save keywords and notes and even photos to gain quick access to the clients and vendors you deal with and always have relevant information at your disposal.
Powerful search functions provide for the ability to rapidly identify potential sales leads, customers' needs and vendor responsibilities.
Drop Down Menu
The drop down menu allows the user to easily navigate and harness the powerful CRM features of the SapphireOne solution.
Sales Leads
Allows a user to set up and track the progress of sales. Record time stamped notes about meetings and phone calls. Save emails and other correspondence into SapphireOne under the appropriate contact to allow all users instant access to current information and progress reports.
Custom fields can be created by the user to store relevant information regarding the customer. Create fields to manage sales or project ID, information about birthdays, favourite restaurants and hobbies; anything that could be easily forgotten might make in the difference in a difficult sale.
By combining diary and contact features with SapphireOne, you can capitalize on the opportunities of potential clients with prompt sales follow up. Information about current customers and sales leads is not cheap or easy to obtain. SapphireOne makes that information valuable and puts it to work for you.
Projects
Here is one more powerful way in which to organize and control customer relations. Manage projects through incorporating timelines with time sheets and all other correspondence on a particular project. Project specific contacts can be highlighted. Workflow rate and progress reports are accessible at all times.
External Contacts
Information concerning general contacts that may not be linked to vendors, clients or projects can be recorded. Details of meetings with important business and political contacts can be added. Even details about social or networking functions can be added or imported and accessed in SapphireOne. Keep permanent time stamped notes and unique information to always be informed about the contact. Diary notes and actions are synchronized to ensure that you are always prepared for any call or meeting.
Current Clients
Current clients are the life force of your business. While it is sometimes difficult and expensive to attract new clients, with SapphireOne you will improve upon your current clients' satisfaction with the exceptional level of service and professionalism it allows for. Record notes from phone calls, save emails and faxes in SapphireOne to track progress on individual contacts. SapphireOne gives users the ability to enter diary notes and actions enabling pop-ups to remind you to make scheduled calls, send emails or attend meetings.
The real power in SapphireOne CRM exists in the complete and seamless integration with the financial modes of the system. Track client invoices and link to general ledgers to have access to a company status, everytime you look up a contact. By synchronizing Outlook or iCal, the user can set pop-up reminders to follow up payments and track deliveries or project due dates.
Vendors
In exactly the same way that SapphireOne allows the user to control and maintain customer client relationships, users have the ability to manage their vendors relations. You can record vital information about your vendors with the same detail and precision as you do for your customers, having the ability to store unlimited contacts. Establish actions to generate automatic reminders for due payments or expected delivery dates. In addition, there are numerous customizable fields for vendors that allow you to store all information that is relevant to your companies needs.
