Software That Satisfies Your Specific Needs

Better, Faster and More Economically

ExSellence™

Boosting Sales, Marketing & Service Effectiveness with Software that Does It Your Way

Our goal in providing Customer Relationship Management (CRM) systems is simple… Give our customers what they require to increase their sales, maintain and grow their customer base, and improve their profits. Unlike our competition, Optima automates the clients’ proven sales, marketing, and service methods while seamlessly integrating into their existing IT infrastructure. Optima offers a fully customizable system with a market leading base of capabilities. Optima’s customers enjoy the luxury of a rich array of standard functionality, quickly and economically adapted to their unique needs. Add shorter implementation times and seamless integration with data from a company's other software, and it becomes clear why your personalized version of ExSellence should be your CRM system of choice.

An ExSellence solution is built on the Optimation™ framework, a set of software building blocks, offering the fundamental system functions utilized by an enterprise application. Your CRM system gains security and data flow, reporting and analysis, work flow and business process agents, and an intuitive user interface without a single line of custom code or third party software. Tools are provided to simplify application and data integration, an area that is typically quite costly and challenging with many alternative CRM offerings. ExSellence clients typically achieve significant reductions in implementation time and cost when compared with alternative offerings.

Key Benefits:

  • Shorter sales cycles and improved results from utilization of an ExSellence solution adapted to the needs of a company's proven sales approach 
  • Quicker response to customer inquiries and questions, resulting in happier clients
  • Proactive alerting and escalation keeping your sales and service team in front of client issues
  • Comprehensive access to information for better individual and management decision making
  • Seamless integration to legacy and third-party applications leveraging previous IT investments
  • Industry leading implementation success rate utilizing Optima's READI Methodology for rapid and economical customized implementations

If your company is looking for a force-fed solution, ExSellence is not for you. If your company is looking for a customer relationship management system tailored to your specific needs, one that assists your team acquire and satisfy customers, you are going to love ExSellence. With ExSellence you are up and running quickly and economically. It is a highly cost-effective, feature rich sales, marketing, service and management system. Its many standard capabilities are ready for your use, yet the rich Optimation framework its constructed upon, insures it is easily adaptable to your proven and evolving sales and marketing process needs.

Download ExSellence Documents:  
    ExSellence, Increasing Sales and Satisfaction

   ExSellence for the Building Products Company

Sales Force Automation Modifiable Components:

Contact Management

Opportunity Management

Remote & On line Order Management

Marketing & Product Encyclopedia

Expense Reporting & Tracking

Forecasting & Pipeline Management

Automated Sales Process & Work Flow

Goal & Quota Tracking

Pricing & Quoting

Client Organization Tracking

   


Marketing Automation Modifiable Components:

Campaign Management

Lead Management

Product Management

Reference Management

Fulfillment

Document Management

Competition Database Management

Business Intelligence & System Integration

Web-Site Integration for Lead & Materials

Expense Tracking & Reporting

   


Customer Service Automation Modifiable Components:

Help Desk & Service Ticket Management

Issues & Activity Tracking

Time Sheet Reporting

Service Contract Management

Escalation & Alerting

Role Based Work Flow & Agents

E-Mail Management

Auto Response & Customer Self Service


Business Improvement Modifiable Components:

Portals and Dashboards

Business Intelligence

Improvement Initiative Management

Trend Alerting & Escalation

Activity Tracking

ERP & Legacy Integration Reporting

Management Forecasting and Reporting

Territory Management Controls


 

 

Software to Solve Your Unique Challenges…Optima Does it Better, Faster and More Economically!