CRM is a customer-oriented feature with service response based on customer input, one-to-one solutions to customers’ requirements, direct online communications with customer and customer service centers that help customers solve their issues. Unlike other well branded CRM's, Cool Life CRM provides a system that may be implemented to the B2B and B2C markets. Sales force automation functionality implements sales promotion analysis, automate tracking of a client’s account history for repeated sales or future sales, and also coordinates sales, marketing, call center activity, and retail outlets in order to realize the salesforce automation to grow your business.
Manage your To Do’s alongside your calendar events in the same methodology, also recording in your CRM in a single key stroke. Your To-Do’s may range from sending an engagement letter to generating your next marketing campaign. When triggering any activity from the dashboard, you will find a direct link to the related records establishing a single click of entering notes and next steps. With the use of “tagging” all actions and notes in the CRM, you will be able to search and sort based on a type of action in addition to searching by date, record type or name or any other field you select as searchable.
Users have different responsibilities, permissions and requirements making it difficult to all function effectively with the same view and access to data. Properly constructed screen views is essential, so users will have the ability - based on the configuration of data permissions - to access individual user screen adjustment’s, or a preset group permission schema, or even a global view if it is determined that your entire company requires the same view. After all, it is about flexibility and options.
Communicate your message, specific to the segmented contacts that were sorted into marketing lists. Develop templates, automated responses to actions and scheduled deployments. Record all messages, both individual and mass emails, directly to the CRM record. Maintaining a professional email reputation with our best practices process, keeping your campaigns delivered to your recipient’s inbox and avoiding the spam folder. Deployments may be associated with opportunities and sales activities helping to increase deal probability and profitability.
The days of “Copy and Paste” to bring your email communications into your CRM are over. With Cool Life CRM, in keeping with the management on retaining all sales related and customers are all stored at the record level within the CRM, you will connect your email using a full service “Mail Client”, the same technology as your smart phone; you are able to send and receive your email using your iPhone, tablet etc., and still see all messages in your Outlook, Gmail or other providers. When any associate views a client record, all marketing, email communications, actions, notes and more are all visible on the record.
Project management software is used is a variety of ways, its main purpose is to facilitate the planning and tracking of project components, stakeholders and resources. Our Module is fully integrated and includes the following primary functions: Project planning: To define a project schedule, a project manager may use preconfigured or new creation and assignment of tasks, deadlines and status reports. Functionality includes document sharing and collaboration, calendar automation and contact sharing. Project timelines include scheduled meetings, activity dates and contacts that should automatically update across all PM and stakeholder calendars notifying and updating for stakeholders. Time tracking allows all users to provide all time expended throughout all tasks and maintain time vs profitability associated with the associated transaction or record.
Enrich your data with your access to your LinkedIn network, using our preconfigured data connections. You can create opportunities within your CRM database using the social networking you have and LinkedIn provides. We have also developed a full API connection directly to our system that allows you to connect your data with Hoovers and bring data about the companies you are prospecting, reporting or seeking industry relevant data for reporting. With your contacts being improved using LinkedIn and your company data being enriched with Hoovers, The increase of value in your data becomes apparent.
Our clients enjoy unique instances of a database as many CRM providers use a unified database with the data being segmented with a client ID number. Cool Life CRM permits one-to-many or many-to-many relationships. The data in one table may reference similar data in other tables which maintains the integrity of the links among them. This feature enable clean data management by not requiring duplicate data to fill relationships in traditional relational database systems. Cool Life CRM will train and develop internal administrators or we will provide the services for you.
Newsletters may be of greater value than your original impression may have been. Think of providing valuable information to build your recipient’s desire to read your emails and your professional relationship creditability. This is a method to remain current in your referral and prospect’s minds when a need for your type of service crosses their desk. You read industry articles, published tax code, other relative information; you then publish a commentary on the article and distribute based on specifically segmented CRM lists. General attributes of newsletters include news and upcoming events of related companies or organizations, as well as contact information. Valued information becomes your continued bridge to relationship building.
Cool Life CRM provides the association of a contract record to a company or individual, in or out of that company; One-to-many relationships. Initial proposal moving to engagement (contract) you progress the record and add associations, without the duplication of records. Attach your executed agreement, secure payment, track time and expenses, deploy a project and manage time and resources fluidly.
Imagine the time saved and the professional perception of your firm when you ask your clients, or prospects, to log-into a secure portal which will enable the submission and tracking of documentation, communications and permitting your contact to grant other individual permission to participate, such as their other trusted advisors or employees. Our powerful extra-net portal also services as an interface for your subscribers to newsletters, emails and or prospecting data to self-manage. The limits are boundless and you can determine the data fields available in your portal using the database administration tool.
Publish your articles directly on your website with our website blog module. This allows you to push any of your articles into a fully Search Engine Optimized (SEO) format to allow maximum exposure and search engine results. Add comments to your blogs or articles by connecting to your company’s Facebook account. Connect your blogs to your eMarketing suite and publish newsletters in a matter of minutes with a few clicks.
Offering many uses throughout the CLS CRM, you may connect your companies merchant account with a virtual gateway. Items commonly used are the collection of fees for service and product, subscription and events performed online, time & billing, and contracts to name a few. Our use of Authorize.net does not mean we are your merchant, we simply perform the mechanics that allows you to establish seamless access to your merchant services.
Events & Calendaring
Keep customers coming back. Allow site visitors to see what’s going on with your business by posting events to your calendar. These can be sales, featured music, dinner specials, and so much more.
Reporting (ad-hoc) and pre-configured, allows an array of imperative accountability. Reporting is available throughout the entire platform from CRM, Project Management, eMarketing, Data and so on. With efficient data input and users interacting for all activity, the users will experience simple, intuitive use while all data will be reported in real-time. Our reporting features are second to none, built to report all actions and activity.