New Business Generation / Opportunity Tracking

For any business to really thrive, effective new business generation is key. Synergist addresses this requirement with a CRM module that supports the entire process from the import of purchased names, through to campaign generation, lead/opportunity tracking and finally conversion of opportunities to live jobs.

Having this functionaility integrated into your main job system gives end to end visibility of both the souce of new business and the real effectiveness of campaigns, all without the need for re-entry of information.

The following is a list of the key functionality Synergist will deliver to assist you in winning new business.

Marketing Tools:

• Import of name data from multiple sources with field mapping tools.
• Powerful, easy to use de-duplication tool to help ensure you maintain a clean, accurate marketing database.
• Ability to flag companies and contacts with user defined criteria to simplify mailing list creation and maintenance.
• Generate mailing campaigns from marketing lists - merge into either email or traditional mail formats.
• Flag campaign recipients to ensure follow-up by phone or via further mailings.
• Tracking of campaign effectiveness including cost vs actual revenue generated from job management system.
• Auto-creation of leads resulting from campaigns.

Sales Automation Tools:

• Track all leads to ensure effective follow up and progression into defined opportunities.
• View sales pipeline of both new business and repeat business opportunities on screen with drill down to details.
• Create action and to-do lists with email reminders to ensure all leads and opportunities are followed up efficiently.
• Pipeline reporting to give visibility of business forecasts and pipeline analysis.