CRM +

All Standard CRM Offerings PLUS much, much more!

Some of our exciting offerings include: Sales History, Customer & Price Segmentation, ERP Integration, Inventory Management, Strategic Planning And Event Planning

Grow Your Business With Smart Group’s CRM +

Smart Group provides business management software solutions for businesses nationwide. Our CRM + is designed to help corporations and organizations manage all facets of their business and sales effectively. Where most CRM tool offerings end, we offer much more. We have integrated other key facets of your business operations, indlucing Sales Planning, Seller Incentives, Event Planning, Price Segmentation, Product Management, Customer Portal and Quote/Order Ingestion/Tracking. To learn more about our products, contact us today.

What Features Do We Offer?

Customer
  • Easy to Follow Navigation & Search

    You can search for your customers, quotes, events in a few very easy to understand ways:

    • Quick Search (By Name, Store Number or Keywords)
    • Advanced Search (Search by any key attribute)


    Our CRM allows you to manage all facets of your customer relationship.  Using our unique navigational flow it is extremely easy to get to the customer's contacts, notes, uploaded documents, product history or any other important customer details.

    A standard pitfall of most applications, is organizing a large amount of data in an easy to use way. With our forward-only navigational approach and consistent usage of our Smart Search View pattern, we're able to make it easy to use.


  • Customer Dashboards

    Our dashboards are aligned to your key customer metrics. We provide your teams instant access to the customers that they are targeting. This helps organize their time around targeted leads, quote follow-ups or simple custoemr health checks.

    Our CRM allows you to manage all facets of your customer relationship.  Using our unique navigational flow it is extremely easy to get to the customer's contacts, notes, uploaded documents, product history or any other important customer details.

    Some of our key dashboard metrics (we offer thousands):

    • My Pending Leads
    • Expiring Quotes
    • Upcoming Events
    • My Key Customers

Map
  • Event Planning

    Your sales team will be able to effectively plan and measure events hosted for their customers. Finally, an easy way to incorporate your daily tasks into the same area that you can manage your customers from.

    Events track these key metrics to help you effectively coordinate with team members and customrs, as well as report effectiveness for management:

    • Customers
    • Featured Products
    • Sales Team Involved
    • Key Learnings
    • Strategic Alignment to Goals & Initiatives

Additional capabilities of this system are:

  • Logging interactions and current opportunities with customers

  • Managing your customers and contacts

  • Converting orders

  • Creating quotes

  • Posting orders with customer confirmations

    including load builder capabilities, shipment scheduling, and location-specific upsell opportunities

  • Managing inventory and contracts

  • Planning supply and demand

  • Tracking tasks and work items

  • Integrating API for order ingestion from your customers

  • Creating a customer portal to provide instant access to your customers

This tool can also integrate directly with your existing enterprise resource planning (ERP) system to allow custom components that work with your business processes and support enterprise-level process management. Some of these integrations include customer or material feeds and sales data for analytic direct transaction posting.

To support growth within your customer base and easy acquisition, the CRM + has metrics and analytics to support your company’s sales incentive planning, opportunity management, and promotions. It is a tool that offers benefits in a centralized and integrated way to help you align your goals with actual results.

The key to your business success is to build opportunities in the same way that you measure your incentives to show concrete results for targeted opportunities. It is also important to situate these opportunities with transactional promotions to increase sales.

Try it now to help you improve your business!
For more information about our products, contact us today. We look forward to hearing from you!