iEnterprises - CRM with intelligence

iEnterprise CRM for Recurring Revenue

iEnterprise-CRMiEnterprise CRM for Recurring Revenue and SaaS – iEnterprise CRM is a solution built specifically for other recurring revenue / SaaS organizations to manage customers and the recurring revenue generated by them. It provides all aspects of a traditional CRM including, accounts, contacts, pipeline, issue tracking, campaigns, workflow, reporting as well as Gmail and Outlook integration and more. It provides a recurring revenue quoting as well as a billing system that is completely integrated with QuickBooks to automate the running of a SaaS business. The solution is ideal for startups or any company that generates recurring revenue. Unlike Salesforce.com and other products iEnterprise CRM provides everything you need to run your recurring revenue business without installing third party plugins, at fair and affordable price.

iEnterprise CRM includes the following features and functions:

RECURRING REVENUE TRACKING AND MANAGEMENT

  • Store recurring revenue information with expiration date, length of contract and other details.
  • Generate quotes with automatic calculation of recurring revenue based on length of contract and/or pro-rata calculations for existing subscribers.
  • Allow self-service so customers can subscribe to the appropriate products easily and automatically.
  • Automatic credit card billing including automatic feed to QuickBooks.

LEADS MANAGEMENT

  • Better qualify leads before they are added to your contacts database and more easily import lead lists.
  • Track and log all point-of-sales prospect interactions such as sales calls, emails, meetings and other calendar entries.
  • View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.

OPPORTUNITIES/PIPELINE MANAGEMENT

  • Analyize sales trends, project revenue over any period of time, and better manage the entire sales cycle.
  • Encourage collaborative selling by triggering notifications/ to-dos at critical steps of a process.
  • Identify missed steps that may have caused poor sales.
  • Handle requirements for different vertical markets.
  • Create activity or call reports; pull sales or support data in a few clicks.

ACCOUNT/CONTACT MANAGEMENT

  • Capture and share client and contact information within company.
  • Get a complete view of all interactions with a client or contacts.
  • Communicate with clients and contacts on an ongoing basis.
  • Gain complete client level security.

ACTIVITIES

  • Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.
  • Gain a central hub of activities by linking to other databases.
  • View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
  • Strengthen departmental collaboration with group calendar sharing.

LIBRARY

  • Fully integrated document library allows you to securely share documents company-wide.
  • Track and store electronic documents with easy-to manage version control and access restrictions.
  • Quickly index and archive documents.
  • Generate Microsoft Word documents and other materials using custom templates.
  • Easily view the history of all documents created.

EVENTS

  • Automate the planning and tracking of all aspects of corporate events.
  • Effortlessly send invitations using personal and public mailing lists.
  • Maintain attendance lists; establish processes and assign and manage tasks.
  • Generate and track personalized mass correspondence via print or e-mail.

CUSTOMER SERVICE TICKETS

  • Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.
  • Track incidents and complaints to better serve customers and maximize customer retention.
  • Track calls, assign pools, and receive set up notification workflow with Help Desk.
  • Generate reports for analysis.

PRODUCTS

  • Easily store price, recurring revenue and other product or service information on the products and services your business provides.
  • Pull product/service/recurring revenue information through to view in Opportunities and quotes.
  • Keep up to date with graphical reports on most popular items.

MOBILE ACCESS

  • Complete mobile capabilities for iOS and Android.

INTEGRATION WITH OTHER APPLICATIONS

  • Gmail plugin for full email integration.
  • Outlook plugin for full Outlook integration.
  • Lotus Notes plugin for full Notes Mail integration.
  • Complete QuickBooks integration for recurring revenue transactions.

Please fill out the form below to get further information. We look forward to speaking with you!


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