Customer Relationship Management
Alleviate department silos with one unified database solution that connects the sales team, customers, prospects, vendors, senior management and shop-floor personnel.
- Centralized communication and workflow in one interface will alleviate staff jumping between systems
- Improve overall customer service
- Easily manage all customers, prospects and vendors including their contracts, proposals and miscellaneous media
- Enhances effective cross and up selling of products
- Automate sales follow-ups and everyday tasks
- Effectively manage and create automated email campaigns (A separate marketing module)
Connect the sales team, senior management and shop-floor personnel.
In addition to the core functionality of generating quotes, invoices, work orders, certifications, shippers, and invoices, Bluestreak™ also offers the following integrated management of:
- Remote Access / Mobile Access
Any device that has internet connectivity such as laptop or desktop computers, tablets, iPads, iPhones, Nook or Kindle eBook. Mobile access to contact information, sales collateral, data from back-office systems and organizational schedules. Also receive valuable alerts and/or notifications while traveling
- Customer & Prospect Contact Management
Bright AM™ allows you to organize your prospects and individual contacts into groupings that match the way you work, because you set up the Groups and Labels that you can assign to Prospect companies and individual contacts within that company. Also helps you with Lead Qualification, before spinning too many sales cycle activities
- Task Management
Add/manage follow-up tasks for Customers/Prospects. Capability to keep track of previous tasks and emails sent to contacts as well as add future tasks that will automatically show up as “reminders” on your task management screen. Attach media (pictures, videos, files, diagrams, etc.) with the ability to add unlimited Notes. Assign functional Labels to specific individuals based on their role in the organization or their role in your sales efforts. mail directly out of Bright AM™. Keep track of Last Contact Date and Next Contact Date.
- Reports / Dashboards
Set up dashboards with the information you want to see. Reports can be exported to a spreadsheet. View information via built-in Search mechanisms and ‘grid’ query reports. Many existing reports are available to you via our online Report Exchange.
- CRM Data / File Storage
No more need for paper in file cabinets. You gain a method of unlimited data storage so that Bluestreak™ can pull up the data you need for a specific customer, prospect or individual contact person quickly and efficiently. You have the ability to print a document, if necessary.
- Collaboration Integration
Using Bright AM I iMail™ (internal mail) communications hub, you can communicate and collaborate with others within your company, as well as with customers/prospects/vendor personnel via email or text message.
- Automation & Email Marketing
Design, build, schedule and send email campaigns to customers, vendors and prospects to groups or recipients you control.