Boost your Sales with the BlueCamroo Sales Extension

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.

Boost Your Sales and Automate Your Marketing!

Time Tracking - Bill Your Clients Accurately

Time Tracking Feature

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. 

  • Track your billable time down to the second  
  • Have multiple timers to change between tasks easily 
  • Create time sheets and send them for approval 
  • Run reports to analyze your costs and see where you can improve performance 
  • Use Billing Grades easily track your internal costs 

Sales Dashboard - Give Your Salespeople an Edge

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.

  • See your assigned leads, opportunities, sales quotes, and tasks in one place
  • Track sales against quota by month, quarter or year
  • Submit your expense reports for approval directly from the dashboard
  • Separate dashboard for sales managers to evaluate the performance and activities of an individual salesperson or an entire sales team
  • Set goals, quotas and bonuses for each team member

Use Sales Dashboards Today!

Sales Pipelines - Stay on Top of Your Sales Opportunities

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.

Sales Pipelines Metrics- Get a Bird's Eye View of Your Sales Process

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: 

  • Active Opportunities
  • Average Revenue Per Customer
  • Average Sale Value
  • Close Rate
  • Drop-off Cycle
  • Engagement (Won and Lost)
  • Pipeline Value
  • Total Pipeline Opportunities
  • Weighted Funnel
  • Win Rate

…. and much more.

Use Sales Pipelines Today!

Sales Forecasting - See What the Future Holds

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 Force Team Members can see how they are projecting towards meeting their quotas.
  • Sales Managers can forecast the sales that their team will close to make more informed business decisions on how to manage their teams.
  • Directors can use forecasts to anticipate department sales.
  • The VP of Sales can use forecasts to project sales throughout the entire organization.
  • The information can be shared with leadership, board members and/or stockholders.

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 - Examine Your Financial Health

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:

  • One-time
  • Weighted (%)
  • Weighted (Win Rate)
  • Recurring Monthly
  • Recurring Annually
  • Recurring Other

Analyze Your Company's Finances 

Website Builder - Attract New Leads Through Your Websites and Landing Pages

Website Development Platform

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.

  • Run unlimited marketing campaigns on standard websites, ecommerce stores or landing pages
  • Add any of our modules to your website at no additional cost
  • Customize your websites with external or third-party templates
  • Keep your costs low with our affordable hosting plans

Workflow Automation - Don’t Miss a Thing and Create More Time for Your Team

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.

  • Streamline your business processes
  • Automate task assignment tasks to the right team member
  • Give your team more time to nurture their leads
  • Eliminate unnecessary duplication within your data 
  • Don't let valuable leads slip through the cracks
  • Automate tasks, emails, notifications or invoices
Project Management Snapshot

Automate Your Workflows

Social Scout - Find New Leads and Track Trends on Social Media

Project Management Snapshot

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.

  • Create detailed searches to find people who are looking exactly for what you offer
  • Find and add leads to your CRM seamlessly from Twitter
  • Support clients and listen to the buzz around your industryFind trends and get ahead of them 

Web-to-Lead & Web-to-Opportunity Forms - Bring leads directly into your CRM

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.

  • Automatically add leads into your CRM
  • Trigger automation to start your sales processes
  • Create different forms to test strategy
  • Assign tasks quicker to cut down your response time 
Web-to-Lead Form

Easily Capture Leads & Opportunities

Email Sequences - Send a timed series of emails to nurture your Leads & Customers

Project Management Snapshot

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.

  • Define different series of emails for Leads or Customers
  • Design and write effective email templates with placeholders
  • Send the Sequences to qualified contacts
  • Define key actions that signify the recipient has converted and can be removed from the Sequence

Run Email Campaigns in BlueCamroo

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:

  • Communicate with your audience
  • Promote your brand
  • Nurture your leads
  • Increase sales
  • Let customers know of new and exciting products/services
  • Reconnect with older or lost leads
  • Send informative newsletters

Communication is the key to the relationship between a business and its customers. Organize your communication to keep your customers aware and active. 

Project Management Snapshot

Build Stonger Customer Relationships

More Advanced Features to compliment CRM
Unlock even more potential in BlueCamroo

Project Management Snapshot

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:

  • More integrations (Slack, GoToMeeting, Payment Processors, etc...)
  • Estimates to calculate internal costs of an opportunity
  • Products & Services lists and multiple Price Books
  • Multiple sales quotes per opportunity
  • Use of your own SMTP server for unlimited email marketing
  • Workspace customization
  • Unlimited Extra Fields and Custom Forms

Invoicing - Automate Your Invoicing Processes

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.

  • Easily generate standard and recurring invoices and bill your clients
  • Create invoice reminder schedules to ensure you get paid
  • Get paid quicker by proving clients with an online payment portal utilizing one of many Payment Gateways
  • Keep track of any client who’s late on payments
  • Create manageable business workflows for your invoicing process
  • Give Your Invoices a professional look with unlimited invoice templates
Invoicing software

Pay Only for The Feature Each User Needs - BlueCamroo's Flexibile Model Explained

BlueCamroo is offered through a unique, industry-first flexible subscription model which allows companies to pick and choose different user roles for their team members ensuring that they are only paying for the features that each user needs to do their job. Every user of BlueCamroo is assigned a User-Role, or multiple User-Roles, which are associated with hand-picked feature sets and corresponding subscription plan(s):

  • CRM (Base-Foundation of BlueCamroo)
  • Sales (Extension)
  • Projects (Extension)
  • Support (Extension)
  • Complete (Includes CRM and All Extensions)

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.

Boost Your Sales and Automate Your Marketing!