A CRM software is an essential utility for any company dealing with customers. So, pretty much every company!
Every business needs to be able to keep track of their customers and opportunities related to them and actively seek new clients and new opportunities. That is why decision makers in every business need the ability to get an unrestricted access to the information they need to make best business decisions depending on where they are in their buying cycle.
This is where the BlueCamroo Sales extension comes in. Built to work with our CRM foundation, it gives you the tools your company need to streamline its sales process. From creating landing pages easily populated with Web-to-Lead or Web-to-Opportunity forms that feed entered information directly into BlueCamroo and trigger actions utilizing a Workflow Automation Engine, or having those new leads join email marketing drip campaigns to automatically send an appropriate/requested information to them, to automatically scheduling a follow up call with someone on your sales team. BlueCamroo enables you to create the automation your company needs to nurture your leads into customers, and your current clients into repeat customers.
BlueCamroo makes Time Tracking a snap, whether it’s to accurately track how many billable hours to charge a client or if you want to understand how your team is spending their time at work. Whenever you update or close a task, you can note the time spent on it and whether it’s billable.
Every business is powered by sales, there’s no way around that. A sales dashboard gives your sales team one place where they can oversee their most recent leads, opportunities, sales quotes, and their latest tasks. Sales managers can track an individual salesperson’s performance or see how their team is performing as a whole.
A Sales Pipeline will let you stop guessing where your sales process is, and enables you to set up automation to help nurture your Opportunities through the Pipeline. It will visualize the different Opportunity phases and show you where every single Opportunity is. You will be able to setup as many different Pipelines as you need to customize it for your business.
See a map of your sales process and how each Opportunity Phase is performing and how much potential revenue each phase represents. Adjust your parameters accordingly to see the performance of specific Users, Groups, or everyone in Sales.
Knowing how your business, sales teams, and individual salespeople are performing on key sales metrics gives you the knowledge that you need to make better informed decisions to gain a competitive advantage.
The Sales Pipeline Dashboard is an effective tool to analyze and visualize important sales KPIs, for users or groups over a specified time period, for a specific Pipeline or all Pipelines combined.
Sales Pipeline Dashboard can be customized with metrics that are important to you, such as:
…. and much more.
Sales Forecasting is an important tool that can benefit any business that has sales. Its primary purpose is to help sales teams predict future sales using the Opportunities within their pipelines.
This information is essential to users throughout the organizational hierarchy:
Sales Forecasting in BlueCamroo shows potential sales for the next 12 months, organized in to each month by using Opportunities estimated close date.
Revenue Analysis can help to plan for the future, and also help to recognize any potential revenue concerns ‘today’ by scrutinizing what sales you can anticipate ‘tomorrow’. Estimate how much money will come into your business in a specified period of time.
Based on Invoices that have been created for Projects or Sales Orders you can consolidate your data and get a clear picture of revenue projection for the next 3 Months, 6 Months, 9 Months or Annually.
Break down your revenue by:
You need to give clients a way to learn about your business and a website or landing page is the easiest way in today’s world. BlueCamroo’s included Website Development Platform (WDP) allows you to easily build websites, eCommerce stores and landing pages.
If you’ve done something more than once, you’ve done it enough, that's our philosophy at BlueCamroo. That’s why we have made it easy for you to free up time by automating many of the things that you can do with our software.
Online Social Networks are an ocean of potential leads, but also a big drain on your time if you don't have the right tools. BlueCamroo helps you to search for sales opportunities, listen to the network buzz, and support clients easily and efficiently.
BlueCamroo Sales enables you to create unlimited Web-to-Lead or Web-to-Opportunity forms to place on your website, blogs, and any other online properties. When a visitor completes your web form, their details are automatically entered into BlueCamroo as a lead.
Email Sequences can be used for selling, lead nurturing, onboarding, and more. Ultimately, the goal is to improve engagement with your leads and customers to build better relationships, increase customer satisfaction, and sell more.
Create several email 'Steps', which can be scheduled with time delays and which can be automatically stopped when a key action is taken by the recipient, such as responding to the email, clicking a link, or scheduling an appointment.
With BlueCamroo's Email Campaigns you can be completely integrate with your leads, accounts, contacts, and opportunities - allowing you to keep in touch with your contacts throughout their entire sales cycle.
Run Email Campaigns to:
Communication is the key to the relationship between a business and its customers. Organize your communication to keep your customers aware and active.
CRM serves as a ‘base-foundation’ for all BlueCamroo, but when you subscribe to the Sales extension you unlock even more high value features such as:
Invoices that have not been sent and invoices that have not been paid are a persistent problem for many businesses. With so much attention directed elsewhere, businesses often neglect getting their bills paid until it becomes something very noticeable.
A business can start by implementing CRM first and, when ready, add more users adopting more-advanced extensions, while still retaining CRM features. That is due to fact that any Extension retains CRM functionality, but does not count toward CRM users. In fact, all BlueCamroo users in the business will always have access to CRM features.