Exact for CRM

Marketing teams benefit from Exact for CRM's capabilities by utilizing standard marketing fields on client cards and advanced customization options. The software supports the creation and processing of campaigns, integration with email marketing solutions, and the ability to analyze customer acquisition costs. These features enable targeted marketing efforts and a better understanding of return on investment.

Moreover, Exact for CRM is designed to be an essential link in a digital business strategy. By combining the CRM system with digital marketing approaches and e-commerce platforms, organizations can offer a consistent and personalized customer experience across all channels. This integration ensures that customer data from various digital touchpoints is consolidated, providing a holistic view of customer interactions.

To support mobile workforces, Exact for CRM offers dedicated apps available on iOS, Android, and Windows 10 devices. These apps provide sales teams with access to client information, contacts, sales opportunities, documents, and activities while on the go. Features like the 'Nearby' function, which includes mapping capabilities, enhance the efficiency of field operations.

In summary, Exact for CRM is a versatile and integrated solution that centralizes customer information, enhances sales and marketing processes, and supports digital business strategies. Its comprehensive features cater to the diverse needs of modern organizations aiming to improve customer relationships and operational efficiency.

Key Features & Specifications:

• Centralized Data Management: All customer information, including appointments, emails, agreements, quotations, invoices, and orders, is stored in a single, centralized system.

• Sales Opportunity Management: Tools for creating and maintaining sales opportunities, managing pipelines, and generating accurate sales forecasts.

• Quotation Processing: Capabilities to create and process quotes directly within the CRM system, streamlining the sales cycle.

• Marketing Campaigns: Features for creating and processing marketing campaigns, integrating with email marketing solutions, and analyzing customer acquisition costs.

• Mobile Accessibility: Dedicated apps for iOS, Android, and Windows 10 devices, providing access to client information, contacts, sales opportunities, documents, and activities on the go.

• Integration with Microsoft Office: Seamless integration with Microsoft Office applications, allowing for efficient workflow management and data synchronization.

• Customizable Workflows: Ability to create flexible workflows based on activities, tailored to the organization's specific processes and requirements.

• Role-Based Access: Role-based rights for modifying client contacts, ensuring data security and appropriate access levels within the organization.

• Social Media Integration: Integration with social media platforms, enabling organizations to engage with customers and prospects through various channels.

• GDPR Compliance: Features supporting GDPR compliance, including the anonymization of personal information for accounts, contacts, employees, and users.