|
30-Day Free Trial
|
|
Relationals Feature Highlights
The Customer Relationship Management system
Relationals CRM provides out-of-the-box value
to organizations by including all the capabilities
they need to ensure rapid adoption and use.
Relationals automates the Lead, Sales, and
Marketing processes to improve relationships with
advertisers and generate more sales.
Relationals is available in two service plans to provide the maximum value for your specific organizational needs:
- Pro Edition
- Enterprise Edition
Features Highlights
The following are some of Relationals unique features.
| Feature |
Benefit |
| Executive Dashboard |
Graphically view the status of your business and track trends, activities and progress
toward meeting sales forecasts. |
| Calendar & Meetings |
Schedule meetings with customers or team members and keep a record of those
meetings as well as notes or attachments, issues or resolutions, presentations or
documents reviewed. |
| Website to Leads Integration & Routing |
Capture leads directly from the Web, from lead sources, back end business systems
or manually from the telesales organization. |
| Accounts & Contacts |
Collect and aggregate all customer information including, contacts, activities,
sales opportunities, contracts, and more into a convenient 360-degree view. |
| Opportunity Management |
Track the progress of new opportunities through sales stages including prospecting,
qualification, value proposition, negotiation, etc. as progress is made toward
closing a deal. |
| Proposals & Quotes |
In seconds you can complete a proposal. Relationals automatically fills in proposals
and quote templates with all the customer and product pricing information,
converts it into an Acrobat file and emails it to the customer for review. |
| Contract Management
|
When a sales opportunity is won, you can create a contract in seconds. No re-keying of information is needed. All products, prices, discounts, notes and even modified terms and conditions are added to contract templates so it’s ready to be signed in minutes. |
Mass E-mail & Telesales Campaign Management |
Using advertiser-focused marketing campaign automation capabilities, newspapers can contact their customers based on any attribute including SIC code, location, activity, prior product purchase, advertising frequency, or activity history to name a few. |
360° View of Insertions & Appearance from Business Systems |
Plan comprehensive advertising campaigns for each product included in the contract, set the start and end dates, frequency, placement, and specify the customized billing or spending plan for the campaign. When campaigns and all deliverables are approved, Relationals can make the Ad insertion order. |
File Repository |
Files can be quickly, uploaded, accessed and shared between team members. |
Sales Literature |
Keep Track of all documents, presentations, notes, flow charts, proposals, or sales literature related to an Account, Contract, or Campaign. |
Customer Surveys |
Create customized surveys that can be electronically distributed to advertisers or customers to help newspapers directly collect useful information such as questions about new product ideas, ratings for previously purchased services, demographic information or future intended product purchases. |
Analytics & Reporting |
Use any of over 40 standard reports (or create your own) to see how your business is performing, analyze trends, and make decisions. You can export information to Excel or other formats. |
Outlook Integration |
Relationals is tightly integrated with Outlook and Notes so that contacts, appointments and tasks are synchronized. Additionally, when emails are sent or received users can designate that they want a copy of the file or attachments saved as part of the customer’s historical records and activities. |
|
