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866-732-8632 • salesnet.com CRM Made Simple
866-732-8632 • salesnet.com
CRM Made Simple
CRM Made Simple
Budget Geography
History Product
ACCOUNTS ABC Inc.
CONTACTS
Jane WhiteMary Brown Don Smith Will Green
WON!$Phone
Networking
Lead Lists
Website Form
Tradeshow
Workflow Forecasting
Pipeline/Funnel Reports
LEADSOURCES
LEADMANAGEMENT
OPPORTUNITY MANAGEMENT
Reject
CONVERT
Lost
866-732-8632 • salesnet.com
Whether you met the leads at a trade show
or they filled out a form on your website, this is where you put
your prospects.
Accounts keeps all the businesses that you deal with accurate and up-to-date. So you will be able to
stay on top of orders, potential issues, and have the information needed to keep your customers well taken
care of, happy,and loyal.
Easily create, run, and edit the forecast
with the easy to use dashboard and report capabilities in
Salesnet.
Salesnet also comes with many out of the box forecast reports
that can be used as is or modified to meet
your needs.
Opportunities is where you track all of the
information you need to know about your
active deals.
Contacts helps keep tabs on all
your customers and potential customers so you can quickly
create, locate, or edit.
Sales Force Automation is at the core of Salesnet. We understand that every sales process is specific to each company. Our tools will empower your team to be more efficient and productive. We will help you turn leads into opportunities and then opportunities into customers. Collaboration, dashboards, pipelines and forecasting made simple.
Leads
ReportsDashboardsAccounts
ContactsOpportunities
Sales Made Simple
CRM Made Simple
866-732-8632 • salesnet.com
Open
CTR
Lead Sources
Campaigns
SUCCESS!
MANAGEIDENTIFY
Microsoft Office Integration
Document Library Pipeline /
Funnel
ENGAGE
Contacts
Accounts
Opportunities
Leads
Mobile
TRACK
Forecast
Dashboards
Reports
ABC Inc.
Salesnet offers a powerful email
marketing platform. Draft,design, delver and track all email
communications with your contacts.
Salesnet has easy to implement add-ins to utilize the
functions of these mainstream programs
to synchronize emails, run reports and produce merge
documents.
When you are spending money
to generate leads, Salesnet CRM can help you track lead
sources and help you determine the success
of each marketing campaign.
Keep in touch with you clients and know where they are, what they are doing and
what they are saying.
Accessibility is critical for a successful CRM.
Salesnet delivers desktop, mobile
browser and mobile app solutions.
Store unlimited number of documents and easily share files with your co-workers and customers, right
from Salesnet.
Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online and automate repetitive tasks. Effectively identify, manage, engage and track leads from a single system. Successfully manage campaigns with defined processes for leads and utilize Email marketing, document library and unlimited reporting capability to support the sales plan.
Email Marketing
Social Media Integration
Campaign Management
Microsoft Office Integration
Document LibraryMobile CRM
Marketing Made Simple
CRM Made Simple
Data Import
Integration Links
ConfigurableNomenclature
Process Builder with Smart Forms
Configurable HTML for Web Forms
XML Web Services APIs
Configuration Resources
Wrap Around Your Business
866-732-8632 • salesnet.com
Configuration & Customization Made SimpleSalesnet is extremely configurable. We believe that a CRM should wrap around your business and easily configure to your processes, your reports and your nomenclature. We understand that using terminology already accepted in your organization advances adoption and reduces complexity during sales team implementation.
Configurable NomenclatureUse your terminology, store data in fields you create, and even display your company logo.
Data ImportSalesnet CRM features built-in functionality to import data into the CRM including leads, opportunities, accounts and contacts.
Smart FormsThe Process Builder is our patented workflow engine and fully adaptable to your organization’s way of doing business regardless of your industry or sales methodology.
XML Web Services APIsOur Web Services API allows you to integrate your Salesnet CRM data with other applications, databases or websites.
Configurable HTML for Web FormsCapture leads from your Web site and the application will route them intelligently to your team.
Integration LinksSalesnet CRM allows you to quickly get data in and out, and to easily integrate with other applications via URL parameters to perform a specific action.
CRM Made Simple
Phase 1:Building
Relationships
Resources Available
Phase 2:On-Boarding
Training
Phase 3:On-Going Support
Experienced Professional
Experienced Professional
Experienced Professionals
Guides, Tutorial Videos, Help Center & Searchable FAQs
On-Site & OnlineTraining/Webinars
On-Site & OnlineTraining/Webinars
866-732-8632 • salesnet.com
Training is an important key to the adoption of any CRM implementation. At Salesnet, we believe consistent, on-going training is vital to long-term CRM acceptance and success. Our philosophy when it comes to training is “Train with a Purpose”. Every opportunity to train should have specific goals during the session that coincide with purposeful tasks for each user to accomplish after the session. We approach training sessions with the same consultative mindset we use with implementations. We listen to you and tailor training to meet your needs.
Salesnet CRM includes several different types of support to fit your needs. Our U.S. Call Center is available during business hours and always staffed with experienced professionals. The Online Help Center, accessible to all users by clicking the Help icon within the application, is the hub of all of our support resources. From the Help Center, you can view our tutorial videos, browse through our guides, search our FAQ, or submit a support ticket.
Training & Support Made Simple
CRM Made Simple
User & Data Configuration
Facility & Personnel Security
Session Timeout & Tracking
Multi-Tenant, Keyed Data Architecture
Compliance
Isolation Options
866-732-8632 • salesnet.com
Data Security Made SimpleUnyielding security to protect your data is something that Salesnet takes very seriously. Salesnet was designed with security in mind and we utilize industry standard SSL encryption to ensure the privacy and security of your data. Access to company data is tightly controlled via robust multi-tenant architecture, source IP restriction options and even additional data and application isolation options for companies with specific industry requirements. Salesnet CRM also includes role based security, to maintain control and define access to users and teams.
User & Data ConfigurationConfigurable Application Access Controls – granular authorization of functionality and data access by user, team or role.
Multi-Tenant, Keyed Data ArchitectureAll information is keyed by company making it impossible to be retrieved by unauthorized personnel.
Session Timeout & TrackingAll application session traffic is logged with client IP address and date/timestamp.
Isolation OptionsEven though the Salesnet CRM multi-tenant architecture is completely secure, some industries have specific data isolation requirements that Salesnet is able to provide.
Facility & Personnel SecurityFrom biometric scanning to internal and external video surveillance, your information protected by a 5-level defense strategy.
ComplianceFor Salesnet, adherence to industry regulations and standards is common practice.
