Customer Relationship Management

 Anyone who has ever sold anything – or managed people selling something – knows how difficult it is to follow up, forecast, and make sure your sales force is actually selling. A good Customer Relationship Management (CRM) software system can help you add visibility to your sales force, sell more, and provide better customer service.

 What are the signs that you should consider purchasing a CRM system?

1.You don’t know where your sales reps are and what they’re doing.

• You don’t have visibility into the calendar of your sales reps.
• You don’t know what leads your reps are working on and what stages the leads are in.

2. You have customer service issues.

• Your customers aren’t being contacted enough.
• You aren’t handling issues in a timely manner.
• You can’t see a clear history of your customer activity in one centralized location.

3. You are growing.

• You have expanded into a new territory and added employee reps.
• You have added contract reps.

How does Oates address these issues with CRM Software?

1. Oates & Company represents CRM Software that is feature rich in:

• Management and reporting
• Shared calendars
• Team and individual management
• Pipeline reporting
• Standardized dashboards

2. The CRM Software offered by Oates & Company goes a long way to improve your customer service metrics, regardless of your industry. The software:

• Records emails, activities, and sales into one place
• Retains full history for all accounts and contacts
• Tracks customer service issues

3. Oates & Company offers CRM software that is scalable.

• We can take you from a start-up business to a billion dollar organization.

Oates & Company is there every step of the way to offer guidance and support.