Customer Relationship Management or CRM is vital to win more business and maintain existing customers so they do business with you today and in the future
Built from an ‘actual’ business need Exsalerate is designed to help your track leads through your pipeline, create jobs in WorkflowMax and nurture relationships moving forward into the future.
Exsalerate will look after client on-boarding and Account Management, connect WorkflowMax to manage workflow, budgeting, time and profitability, then complete the picture by integrating Xero and you’ve suddenly got an enterprise solution at a fraction of the cost.
Your team can prioritise their day, be reminded to follow-up on leads and recognised and rewarded in real time for closing deals. Important customer relationships are flagged and activities prompted to drive new opportunities through the sales pipeline.
Exsalerate simply becomes the hub where ‘all’ your lead/customer information is stored.
Who is your most valuable customer and when did you last interact with them?
You would be surprised how many managers or business owners can’t answer this question.
The Account Management dashboard was created is to ensure customers feel the LOVE they deserve. So Exsalerate groups them into 4 columns based on how long it’s been since your team contacted them.
Users view comparative sales graphs across four key periods for each of their clients. So it’s simple to see if customers are spending more or less compared to the same period last year
Newfound Distributors Ltd became more proactive engaging with customers by leveraging Exsalerate real time sales data.
The Terrabyte team drove revenue by identifying additional opportunities with existing clients.
The Exsalerate CRM sales process is repeatable and scalable, so your team have a clear framework to follow.
The opportunity pops into the sales pipeline and Exsalerate highlights if it’s taking longer than expected to progress activities planned to win the business.
Therefore reducing data entry, freeing your team to focus on what’s really important.
For the 24-strong team The Utility Company in Auckland, Exsalerate has solved a real business problem.
Stephen Pilcher from VTG Waste & Recycling Ltd has found the To Do List to be his new best friend.
You can also set activity based KPI’s for each user so you can see exactly who has done what across your team in order to motivate, recognise and reward your high achievers.
Save valuable time and follow through on every opportunity with custom webforms that flow directly to your Exsalerate sales pipeline with follow up activities assigned to a specific user.
The simple click of a button generates realtime sales data reports that can be filtered and manipulated in order for you to gain real insight into your business.
The power of Exsalerate’s CRM’s integration with WorkflowMax means you track the lifetime journey of your customers. This starts from when they enter their details on your website’s contact page, through your sales process, prospecting, quoting, winning the business, and how long it’s been since your team connected. A hub of information every touchpoint is recorded in Exsalerate + WorkflowMax.
Mark Ealam from The Skool Loop App Ltd sums it up:
In conclusion what’s not to LOVE about Exsalerate and WorkflowMax!?
To learn more about how Exsalerate works with WorkflowMax check out this quick demo or visit the Exsalerate website to start a free trial.