Featured Clients
Customer Service and Support
SalesPage CRM empowers your service-oriented teams to provide consistent, proactive service and support to your customers. With features ranging from project and order management to help desk and field service, SalesPage CRM provides a comprehensive solution to address all of your customer service needs.
Manage Projects
Apply best practices using project management processes optimized for internal and external projects. Associate employees and client or consulting personnel with a project, and assign tasks to each. Monitor progress to trigger billing at appropriate junctures.
Manage Products and Orders
SalesPage CRM's native catalog enables you to store product information and images, and to establish relationships between distinct products and optional features. Establish list pricing, discount rules and short-term promotions or packages to promote cross- and up-selling opportunities.
Enable Customer Self-Service
As a web-based solution, SalesPage CRM provides the ideal platform for providing targeted functionality to the customer. Allow customers to log issues and orders, request service calls, or check on an order, simply by exposing a secure and structured view of SalesPage CRM directly to the customer, via the Internet.
Manage Incidents
Capture, assign, track, and resolve customer service and technical support issues. Salespeople can easily monitor open issues with their accounts. Issues are automatically associated with the client’s support contract or service-level agreements to drive the support process. Where products are involved, warranty details are tracked. Reporting tools allow support supervisors to manage the volume and progress of support calls by analyst, client, product, topic and more.
Manage Your Knowledge Base
Organize and manage access to technical support, customer service, or sales process information and documentation. Access rights and folders let you segregate and control access to information used by salespeople, support analysts or other groups. Some or all of the knowledge base can also be exposed to clients, enabling self-service and troubleshooting.
Execute Surveys
Execute custom surveys via telephone, face-to-face interaction or online, to capture client feedback on any topic of interest, such as satisfaction with resolution of recent issues. Captured responses are immediately available for reporting and analysis, facilitating adjustment of service and support policies and procedures.
CRM: Sales Management
CRM: Reporting and Analytics
