RFMS CRM

Customer Relationship Management App

Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale.

If your sales staff is struggling with:

• Keeping track of leads and prospects
• Managing your sales workflow
• Timely communication with your customers

CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link.

Fulfills the Needs of Each Role:

SALESPERSONS

• Organize sales opportunities with a defined workflow
• A single starting point that feeds important project requirements throughout the sales process
• Online customer portal providing quote and order status with two-way dialog
• Advanced communication with the customer throughout the sales process via a web portal, text messages, and email
• Calendar and scheduling features shared through the company
• Customer profile and history
• Internal notifications to let estimators know where, when and what to measure and estimate

SALES MANAGERS

• Visibility to sales process across company
• On-demand reporting with trends, activity and key performance metrics in real-time