Organizational Structure
Map relationships between organizations, divisions and department using our hierarchy tool. Individuals may hold several positions at various organizations or departments. A separate contact can be created for each position with specific contact details. Address details are managed in a central location and can be linked to individuals, organizations or buildings.
Interactions
Keep track of all forms of interaction including marketing, phone conversations, mailings, previous sales, etc. Link specific followup tasks to interactions. Report status overview of all open and executed tasks.
Define customer or lead status and setup automated or manual actions through customizable workflows built on our workflow generator. Proceed down a flow chart or sales funnel, define tasks and statuses, assignments, trigger emails to customers or prospects based on configurable events.
Following Leads
Manage leads and monitor turnover, probability, decision period and commissions. Calculate expected revenues based on warmth of lead or probability of closing multipled by potential sale size. Promptly generate averages regarding turnover per customer, partner or account manager. Group leads into categories (by region, type of lead or any way you want) and subsequently generate various reports to drive decision-making processes.
Lists & Advertising
Save contacts into lists. Should you wish to send a certain group a weekly or monthly newsletter, or a one-off communication, then you need only select that list. These lists can also be used to print labels or send a survey.
Quotations
Generate and send quotations, automate followups, and close the sale as part of a sales workflow. By designing and organizing workflows yourself, you can ensure the quotation process follows the steps you define based on how you want to run your business.
A Different Kind of Software
We've designed our business to work with your business
Complete Solution
Run every department with one powerful SaaS platform in the cloud that allows you to interlink things that could never talk before. Enter your data once, and access it across the organization, with the ability to run analytics and report on every possible question from the street to the c-suite. Accounting, Purchasing, Warehouse, Operations, Facilities, Sales, CS, HR, IT, Legal, Marketing, there is something for everyone in this software.
Fully Customizable
Fully control what you see on every page. Add, remove, rename and reposition fields, buttons, media, and reports. Design workflows from templates or from scratch to achieve any possible business goal. Granular, role-based access means every user sees just what they are supposed to see, and can only edit when and where they should. Custom dashboards put the right information at every user's fingertips.
A True Partnership
Your success is our success. Our Bay Area California based Implementation Team has a minimum of 6 years of experience with the platform. We understand what our clients need to be successful building and implementing this kind of custom software, and we walk you through the process while allowing you to dictate your goals and business needs. It is a true partnership, ask us for references!
Smart Licensing
We don't nickel and dime you to pay for access to different features and modules. Your licenses come with full access to the entire platform, including all existing templates, prebuilt reports and a whole lot more. Your administrators will have full access to build the categories, pages, workflows, and custom scripting that makes up the system, and our comprehensive learning library will allow anyone to become an expert quickly.
Frequently Asked Questions about CRM
Here are the most common questions asked about CRM software.
What is a CRM?
CRM stands for customer relationship management. A CRM software platform is a one-stop-shop for all sales-related data, contacts, documents, tasks, communication, contracts, analytics and more. A CRM allows you to store and organize information about current and potential clients as well as track each step of the customer journey. With CRM software, you can manage your sales pipeline from the prospecting stage all the way to the post-sale stage.
Why should I use CRM software?
CRM software streamlines your entire sales operation within one platform. By storing customer-related data, documents and tasks in one location and tapping into automated workflows, insightful analytics, and easy task management, your sales team experiences enhanced efficiency, organization and visibility. Further, by having all client information organized and accessible, your sales team has access to client data that fosters a more personal and successful customer experience.
What is unique about Axxerion CRM?
Axxerion CRM offers a wide range of powerful sales tools within a simplified and easy-to-use interface. With Axxerion CRM, your sales team can track leads, manage sales pipelines, communicate with clients, move through the entire contract lifecycle process, assign and complete tasks, and more. Axxerion’s unique, powerful workflow capabilities allow you to automate your sales processes to save time and hassle. Further, Axxerion’s CRM is completely mobile so that you can run your sales operations from anywhere, at any time.
How can Axxerion CRM help track leads?
Axxerion CRM allows you to store extensive information and documents for each lead as well as track the lead status throughout each stage of the sales pipeline. Further, easily track all interactions, task teammates, store notes, send out emails, and create quotations directly within the Axxerion system. This way, you can use one system to carry out all tasks needed to best nurture your prospects and convert them into clients.
How can Axxerion CRM help organize contacts?
Axxerion’s contact database allows you to easily keep track of all customer contact information in one location. For each contact, you can store a wide range of information including company information, documents and contracts, deal stages, notes, priority status, tasks and more.
How can Axxerion CRM help manage sales pipelines?
Axxerion CRM offers appealing and analytical dashboards that help you assess the status of your sales pipeline in an organized and efficient manner. In our system, you can see where all of your deals are currently standing and sort by criteria such as deal size, probability, priority, and source. These offerings will help you refine your sales strategy and hone in on leads and sources that matter most.
Is Axxerion CRM mobile?
Axxerion CRM is completely cloud-based and mobile, so that you can stay connected to each lead, interaction and task while on-the-go. Mobile access to your CRM leads to increased efficiency, faster response times and an overall more agile sales operation.
Does Axxerion CRM offer integrations?
Axxerion CRM offers hundreds of integrations, including those to Salesforce, HubSpot, Software Advice, Twilio, DocuSign and more. This means you can sync all of your data and tools within our one-stop-shop platform. And with single sign-on capabilities, you can say goodbye to juggling different platforms and log-ins and focus your time and energy on your most profitable sales activities.
How can Axxerion CRM help with sales forecasting and business analytics?
Axxerion offers compelling out-of-the-box and configurable dashboards that help your sales team collect key metrics and track performance. Our software easily lets you identify top lead sources and create sales forecast reports so that you can get critical projected sales data that will inform your sales strategy going forward.
How can Axxerion CRM help manage sales contracts?
Axxerion CRM has a built-in contract lifecycle management workflow. In our system, you can create and store sales contracts and quotations. You can also easily manage, revise, track progress, sign contracts in our systems and tie them directly to leads in your pipeline. Integrations with products such as DocuSign make the process efficient and effective.
How can Axxerion CRM help with communication and collaboration?
You can email prospects and clients directly through Axxerion CRM. Benefit from communication integrations with Twilio and more. As for team members, you can check on each other’s progress and create tasks for each other within the system. Further, increase efficiency by creating automated workflows that notify team members when a sales employee reaches certain stages in the sales process.
