I've been survey around at all manner of CRM platforms (Customer Relationship Management) and just stumbled across the SigmaSuite site, seemingly it's in beta testing at the moment anyhow for a free hosted CRM the feature list is very lofty. It puts them up there with the big boys who are charging a small fortune for the same thing. Let's believe the beta test finishes in a short time! For anyone that's curious, here's a summary of the features:
Lead GenerationAdd leads when receiving inbound calls via the system forms or alternatively use the API (Application Programming Interface) to integrate the CRM - CRM system with your existing data collection systems to create leads available in real time.
Sales Process AutomationThe sales process of your team is one of the most critical assets to any sales method. Sales managers require to continually adapt to changes in customer attitudes and mindset in order to create producing sales methodologies. The most productive way to implement and monitor these methodologies as they evolve is through an automatic sales process.
AssignmentsLeads can be assigned automatically within the customer relationship management system per sales team or individual. Their assignment can be based on predefined characteristics such as role, skill set or territory.
Sales ForecastingAssess sales operations to determine team leaders with real time outlook into the development of opportunities. The accuracy of sales forecasting in Sigma CRM is measured over time in order to make necessary adjustments for more valid long term forecasts.
Probability TrackingProbability assessments are all tracked and mapped for comparison with real outcomes. Give sales managers the data they need to produce more certain long term reports and give the front end sales force maximal visibility into their current progress by using the customer relationship management system. Time is of the essence with any sale and this allows your sales force to keep their finger to the pulse of their best leads.
Customer Service AutomationEnsure attentive and certain customer service is received by all your clients through the use of itemized customer threads that retain every communication and transaction in the relationship. This kind of service can also be automatic via the customer relationship management system, with your best strategies for objection management and customer retention implemented business wide at the click of a button.
Incentive ManagementThe best way to create encouragement amongst your sales force is to determine them with real time data on their target progression and live Commission reporting which Sigma CRM provides.
Quote Generationyielding quotes within the same order management system as the customer relationship management system saves time and reduces the margin of error; delivering faster and more honest order fulfilment to your trade.
Order Management IntegrationIntegration with the order management system changes the function of the Customer Relationship Management from solely customer relationship based, to giving the sales force the ability to attain secure order signoff from the relevant authority and initiating the order process themselves.
Team ManagementCreate teams of sales staff to cover specific regions or fulfil different roles as a team.
Finance IntegrationWitness the cost of sales, monthly and annual revenue, profit margins with all sales directly linked to purchase orders and invoices. No more conflicting reports and as soon as a sale is made the invoice is automatically generated and flagged up when it's due or if it's overdue making your credit control as seamless as possible. The specific reporting is available via the Management Information System.
As I said, it's still in beta and they don't say how long it will last, but it's definitely worth keeping an eye on!
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