CRMLink: Overview of Services
Efficiency in today’s economy is critical to all businesses and we’ve developed a tool to help deal with the stresses of customer relationship management.
Sales Force Automation: CRMLink gives you the ability to track prospect activities and history. Our tools allow you to manage opportunities by prospect or client, generate quotes (increasing salesperson adoption) and provide a consistent company presentation.
Conversion Management: CRMLink is the only CRM on the market that understands that closing the deal is only the first step before they become a client. Our conversion management allows you to move prospects into conversion while gathering information and once you are ready to transition them to a CSR, you then one click them to client status. (Lifecycle: Prospect – Conversion Client – Live Client)
Tax Notice Management: CRMLink provides you with a place to manage, store and track activities related to tax notices. All notices allow roll up to the client level and the use of the Alerts and Notifications can keep clients in the know during the resolution process.
NSF Management: We understand that sometimes client funds are not available, requiring you to follow up and collect from clients. CRMLink saves you time and energy by allowing you to automate the tracking and notification process, while ensuring these items are resolved.
Payroll Processing: CRMLink allows you to track the daily progress of payroll processing. By storing client payroll calendars, our tools are able to determine who is scheduled to run each day. CSRs can start the processing phase and follow it through packout. This allows for end of day processing such as Courier Manifests and checks and balances to ensure all payrolls processed were packed and any payrolls scheduled to come in were completed.
Year End Management: Using CRMLink, you can track where your clients are in the year end process. With our reporting features, you can also create records (per your specifications) to help you to tailor offerings to your clients.
Referral Partner Management: Recognizing the importance of business relationships, CRMLink gives you the tools to manage this efficiently. We give you the opportunity to assign partners to prospects or clients, and maintain a history of these referrals.
Quote Generator: Allow us to customize our Opportunity section to allow proper quoting for your team and print quotes directly from CRMLink. By generating quotes from the system, we automatically capture the Annualized Revenue, Per Processing Revenue and can even report on revenue by service.
