Exact CRM is a cloud-based customer relationship management (CRM) software designed specifically for B2B companies. It enables businesses to effectively manage their sales, marketing, and customer service operations in a single, integrated platform. With its comprehensive suite of features, Exact CRM helps companies streamline their processes, increase productivity, and enhance customer experiences.
Exact CRM offers a user-friendly interface and intuitive navigation, making it easy for users of all skill levels to adopt and leverage the platform. The software is highly customizable, allowing businesses to tailor it to their specific needs and requirements. Moreover, Exact CRM seamlessly integrates with other business applications, such as accounting systems, email marketing platforms, and social media tools, providing a unified view of customer data across all channels.
Exact CRM
Exact CRM is a comprehensive and user-friendly CRM software designed for B2B companies. Here are 10 important points about Exact CRM:
- Cloud-based and mobile-friendly
- Centralized customer data management
- Sales force automation and opportunity tracking
- Marketing automation and lead generation
- Customer service and support management
- Seamless integration with other business applications
- Highly customizable to fit specific business needs
- Real-time reporting and analytics
- Scalable to support growing businesses
- Excellent customer support and resources
Exact CRM empowers B2B companies to streamline their operations, increase productivity, and enhance customer experiences. With its robust features and user-centric design, Exact CRM is an ideal solution for businesses looking to optimize their CRM processes and drive growth.
Cloud-based and mobile-friendly
Exact CRM is a cloud-based CRM software, which means that it is hosted on remote servers and can be accessed from anywhere with an internet connection. This eliminates the need for businesses to install and maintain CRM software on their own servers, saving them time and resources. Cloud-based CRM systems also offer greater flexibility and scalability, as businesses can easily add or remove users and storage space as needed.
In addition to being cloud-based, Exact CRM is also mobile-friendly. This means that users can access the CRM system from their smartphones or tablets, allowing them to stay connected to their customer data and manage their sales, marketing, and customer service activities on the go. The mobile app provides access to all the core features of Exact CRM, including contact management, opportunity tracking, lead generation, and customer support.
The cloud-based and mobile-friendly nature of Exact CRM makes it an ideal solution for businesses that have remote or mobile workforces. It also benefits businesses that operate in multiple locations or have a global customer base, as it allows users to access the CRM system from anywhere with an internet connection.
Overall, the cloud-based and mobile-friendly features of Exact CRM offer businesses greater flexibility, scalability, and accessibility, enabling them to manage their customer relationships more effectively and efficiently.
Centralized customer data management
Exact CRM provides a centralized platform for managing all customer data, including contact information, communication history, sales opportunities, and customer support interactions. This eliminates the need for businesses to maintain customer data in multiple spreadsheets or applications, reducing the risk of errors and inconsistencies.
By centralizing customer data, Exact CRM gives businesses a complete and up-to-date view of each customer’s relationship with the company. This enables sales, marketing, and customer service teams to work together more effectively to provide a consistent and personalized customer experience.
Exact CRM also offers robust data security features to protect customer data from unauthorized access and breaches. The software is hosted on secure servers and uses industry-standard encryption protocols to ensure that customer data is kept confidential.
Overall, the centralized customer data management capabilities of Exact CRM help businesses to improve customer relationships, increase sales and marketing effectiveness, and enhance customer service levels.
Sales force automation and opportunity tracking
Exact CRM provides comprehensive sales force automation capabilities to help businesses manage their sales processes more effectively. These capabilities include:
- Contact management: Exact CRM allows businesses to store and manage all of their customer and prospect contact information in a centralized location. This includes contact details, communication history, and notes.
- Opportunity tracking: Exact CRM enables businesses to track the progress of their sales opportunities from lead generation to close. The software provides a visual pipeline view of all opportunities, allowing sales teams to easily identify potential roadblocks and stay on top of their sales pipeline.
- Sales forecasting: Exact CRM uses historical data and machine learning algorithms to generate sales forecasts. This helps businesses to predict future sales revenue and make more informed decisions about their sales strategies.
- Sales reporting: Exact CRM provides a variety of sales reports that can be used to track sales performance, identify trends, and make data-driven decisions to improve sales effectiveness.
By automating their sales processes and tracking their opportunities more effectively, businesses can improve their sales productivity, close more deals, and increase their revenue.
Marketing automation and lead generation
Exact CRM provides a range of marketing automation and lead generation tools to help businesses attract, nurture, and convert leads into customers. These tools include:
Email marketing: Exact CRM allows businesses to create and send targeted email campaigns to their leads and customers. The software provides a variety of email templates and tools to help businesses create effective emails that drive results.
Lead scoring: Exact CRM enables businesses to score their leads based on their behavior and demographics. This helps businesses to prioritize their sales efforts and focus on the leads that are most likely to convert into customers.
Lead nurturing: Exact CRM provides tools to help businesses nurture their leads through automated email campaigns and personalized content. This helps businesses to build relationships with their leads and move them through the sales funnel at their own pace.
Social media integration: Exact CRM integrates with popular social media platforms, allowing businesses to track their social media performance and generate leads from social media.
By using Exact CRM’s marketing automation and lead generation tools, businesses can improve their marketing ROI, generate more leads, and close more deals.
Customer service and support management
Exact CRM provides a comprehensive suite of customer service and support management tools to help businesses deliver exceptional customer experiences. These tools include:
- Ticketing system: Exact CRM allows businesses to track and manage customer support tickets from submission to resolution. The software provides a variety of tools to help businesses prioritize tickets, assign them to the appropriate support agent, and track their progress.
- Knowledge base: Exact CRM provides a knowledge base that allows businesses to store and share customer support articles. This helps businesses to provide self-service support to their customers and reduce the number of support tickets.
- Live chat: Exact CRM offers live chat functionality that allows businesses to provide real-time support to their customers. This helps businesses to resolve customer issues quickly and efficiently.
- Call center integration: Exact CRM integrates with popular call center software, allowing businesses to manage their inbound and outbound calls from within the CRM system. This helps businesses to provide a seamless customer experience across all channels.
By using Exact CRM’s customer service and support management tools, businesses can improve their customer satisfaction levels, reduce their support costs, and build stronger relationships with their customers.
Seamless integration with other business applications
Exact CRM seamlessly integrates with a wide range of other business applications, including accounting systems, email marketing platforms, and social media tools. This integration allows businesses to connect their CRM data with other important business data, providing a unified view of their customers and their interactions with the company.
For example, Exact CRM can be integrated with accounting systems to automatically create invoices and track payments. This eliminates the need for businesses to manually enter customer data into their accounting system, saving time and reducing the risk of errors.
Exact CRM can also be integrated with email marketing platforms to automate email campaigns and track customer engagement. This helps businesses to nurture their leads and customers and drive more sales.
In addition, Exact CRM can be integrated with social media tools to track customer interactions on social media and generate leads from social media. This helps businesses to build stronger relationships with their customers and grow their business.
By seamlessly integrating with other business applications, Exact CRM helps businesses to streamline their operations, improve their customer service, and make more informed decisions.
Highly customizable to fit specific business needs
Exact CRM is highly customizable to fit the specific needs of each business. Businesses can customize the following aspects of Exact CRM:
- Data fields: Businesses can create and customize data fields to capture the specific information they need about their customers and prospects.
- Page layouts: Businesses can customize the layout of each page in Exact CRM to display the information they need in the most efficient way.
- Workflows: Businesses can create and customize workflows to automate their business processes and improve their efficiency.
- Reports: Businesses can create and customize reports to track their progress and make data-driven decisions.
By allowing businesses to customize Exact CRM to their specific needs, Exact CRM helps businesses to get the most value out of their CRM system and improve their overall performance.
Real-time reporting and analytics
Exact CRM provides real-time reporting and analytics that give businesses a clear and up-to-date view of their sales, marketing, and customer service performance. These reports and analytics can be used to identify trends, track progress, and make data-driven decisions to improve performance.
Exact CRM’s reporting and analytics capabilities include:
- Sales reports: Exact CRM provides a variety of sales reports that can be used to track sales performance, identify trends, and forecast future revenue.
- Marketing reports: Exact CRM provides marketing reports that can be used to track marketing campaign performance, generate leads, and measure ROI.
- Customer service reports: Exact CRM provides customer service reports that can be used to track customer satisfaction levels, identify areas for improvement, and measure the performance of customer service agents.
- Custom reports: Exact CRM allows businesses to create custom reports that meet their specific needs.
By using Exact CRM’s real-time reporting and analytics, businesses can gain a deeper understanding of their customers and their business performance. This information can be used to make better decisions, improve efficiency, and drive growth.
Scalable to support growing businesses
Exact CRM is a scalable CRM solution that can support businesses of all sizes. As businesses grow, they can add more users, storage space, and functionality to Exact CRM to meet their changing needs.
Exact CRM’s scalability is due to its cloud-based architecture. Cloud-based CRM systems are hosted on remote servers and can be accessed from anywhere with an internet connection. This eliminates the need for businesses to purchase and maintain their own hardware and software, and it allows businesses to scale their CRM system up or down as needed.
In addition to its scalability, Exact CRM is also highly flexible. Businesses can customize Exact CRM to fit their specific needs, and they can integrate Exact CRM with other business applications to create a unified business system.
As businesses grow, they need a CRM system that can keep up with their changing needs. Exact CRM is a scalable and flexible CRM solution that can support businesses of all sizes.
Excellent customer support and resources
Exact CRM provides excellent customer support and resources to help businesses get the most out of their CRM system. These resources include:
- Online help: Exact CRM provides extensive online help documentation that covers all aspects of the software.
- Knowledge base: Exact CRM’s knowledge base contains a wealth of articles and resources on a variety of CRM topics.
- Community forum: Exact CRM’s community forum allows users to connect with each other and share tips and advice.
- Webinars and training: Exact CRM offers a variety of webinars and training sessions to help users learn how to use the software effectively.
In addition to these resources, Exact CRM also provides dedicated customer support via phone, email, and chat. Exact CRM’s customer support team is available 24/7 to help businesses with any questions or issues they may have.
With its excellent customer support and resources, Exact CRM ensures that businesses have the support they need to get the most out of their CRM system.
FAQ
Here are some frequently asked questions about Exact CRM:
Question 1: What is Exact CRM?
Answer 1: Exact CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service operations.
Question 2: What are the benefits of using Exact CRM?
Answer 2: Exact CRM offers a number of benefits, including increased sales productivity, improved marketing ROI, enhanced customer service, and real-time reporting and analytics.
Question 3: How much does Exact CRM cost?
Answer 3: Exact CRM offers a variety of pricing plans to fit businesses of all sizes. Contact Exact CRM for a personalized quote.
Question 4: Is Exact CRM easy to use?
Answer 4: Yes, Exact CRM is designed to be user-friendly and easy to learn. The software provides a variety of resources to help users get started, including online help, knowledge base articles, and webinars.
Question 5: Can Exact CRM be integrated with other business applications?
Answer 5: Yes, Exact CRM integrates with a wide range of other business applications, including accounting systems, email marketing platforms, and social media tools.
Question 6: What kind of customer support does Exact CRM offer?
Answer 6: Exact CRM provides excellent customer support via phone, email, chat, and online resources.
Question 7: Is Exact CRM a good CRM for small businesses?
Answer 7: Yes, Exact CRM is a good CRM for small businesses. The software is affordable, easy to use, and provides all the features that small businesses need to manage their customer relationships effectively.
Closing Paragraph for FAQ: If you have any other questions about Exact CRM, please contact Exact CRM’s sales team.
Exact CRM is a powerful CRM system that can help businesses of all sizes improve their sales, marketing, and customer service operations. If you’re looking for a CRM system that is affordable, easy to use, and scalable, Exact CRM is a great option.
Tips
Here are four tips to help you get the most out of Exact CRM:
Tip 1: Customize Exact CRM to fit your specific needs. Exact CRM is highly customizable, so you can tailor the software to fit your specific business processes and requirements.
Tip 2: Integrate Exact CRM with other business applications. Exact CRM integrates with a wide range of other business applications, so you can create a unified business system that streamlines your operations.
Tip 3: Use Exact CRM’s reporting and analytics to track your progress and make data-driven decisions. Exact CRM provides real-time reporting and analytics that give you a clear and up-to-date view of your sales, marketing, and customer service performance.
Tip 4: Take advantage of Exact CRM’s customer support and resources. Exact CRM provides excellent customer support and resources to help you get the most out of your CRM system.
Closing Paragraph for Tips: By following these tips, you can get the most out of Exact CRM and improve your sales, marketing, and customer service operations.
Exact CRM is a powerful CRM system that can help businesses of all sizes achieve their goals. If you’re looking for a CRM system that is affordable, easy to use, and scalable, Exact CRM is a great option.
Conclusion
Exact CRM is a cloud-based CRM software that helps businesses manage their sales, marketing, and customer service operations. The software is designed to be affordable, easy to use, and scalable, making it a good option for businesses of all sizes.
Some of the key benefits of using Exact CRM include:
- Increased sales productivity
- Improved marketing ROI
- Enhanced customer service
- Real-time reporting and analytics
- Seamless integration with other business applications
If you’re looking for a CRM system that can help you improve your sales, marketing, and customer service operations, Exact CRM is a great option. The software is affordable, easy to use, and scalable, and it provides all the features that businesses need to succeed.
Closing Message: To learn more about Exact CRM, visit the Exact CRM website or contact Exact CRM’s sales team.