Our goal in providing Customer Relationship Management (CRM) systems is simple… Give our customers what they require to increase their sales, grow and maintain their customer base, and improve their profits. Unlike our competition, Optima automates our clients’ proven sales, marketing, and service methods while seamlessly integrating into their existing IT infrastructure. Optima offers the only customizable system on the market that is both affordable and reliable. Optima’s customers enjoy the luxury of a rich array of standard functionality adapted to their unique needs, combined with ease of implementing and integrating to other market-leading packages and legacy back-ends.
An ExSellence solution is built on the Optimation™ framework, a set of tools offering the fundamental system functions utilized by an enterprise application. Your CRM system gains security and data flow, reporting and analysis, workflow and business processes, and an intuitive user interface without a single line of custom code. 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 development time and cost.
Key Benefits:
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 that gives you the means to acquire and satisfy customers, you are going to love ExSellence. With ExSellence you are up and running quickly and safely. 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 technology framework its constructed upon makes it easily adaptable to your proven and evolving business process as well as your unique business needs.
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Sales Force Automation Components:
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Contact Management |
Opportunity Management |
Remote & Online Order Management |
Marketing & Product Encyclopedia |
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Expense Reporting & Tracking |
Forecasting & Pipeline Management |
Automated Sales Process & Workflow |
Goal & Quota Tracking |
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Pricing & Quoting |
Client Organization Tracking |
Marketing Automation Components:
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Campaign Management |
Lead Management |
Product Management |
Reference Management |
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Fulfillment |
Document Management |
Competition Database Management |
Business Intelligence & System Integration |
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Web-Site Integration for Lead & Materials |
Expense Tracking & Reporting |
Customer Service Automation Components:
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Help Desk & Service Ticket Management |
Issues & Activity Tracking |
Time Sheet Reporting |
Service Contract Management |
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Escalation & Alerting |
Role Based Workflow & Agents |
E-Mail Management |
Auto Response & Customer Self Service |
Business Improvement Components:
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Portals and Dashboards |
Business Intelligence |
Improvement Initiative Management |
Trend Alerting & Escalation |
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Activity Tracking |
ERP & Legacy Integration Reporting |
Management Forecasting and Reporting |
Territory Management Controls |
People and Software to Solve Your Unique IT Challenges…Optima Does it Better, Faster and More Economically!
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