Exsalerate CRM + WorkflowMax

Exsalerate CRM + WorkflowMax a powerful enterprise solution at a fraction of the cost

 

To successfully implement a CRM system your team also need to LOVE it. Exsalerate is built from an ‘actual’ business need so it’s engineered to be simple to use and easy to integrate into your daily routine.

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. 

So think of Exsalerate as a hub where all lead/customer information is stored. 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 sales opportunities through the sales pipeline. 

 

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 customers into 4 columns based on how long it’s been since your team last contacted them.

Users view comparative sales graphs across three key periods for each of their clients, Month to DateYear to Date, and the Last 12 Months, 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 in engaging with their customers by leveraging Exsalerate real time sales data.

"We love the way it ties in account management and sales in one dashboard so you can see which are your biggest clients - how long it has been since you last spoke with them - and links you to your last conversation. Makes a salesman's life too easy."
Steve Doedens
Newfound Distributors Ltd

The Terrabyte team drove revenue by identifying additional opportunities with existing clients.

"Exsalerate gives our account managers a clear picture of what clients spend with us and a real time picture of what products are growing, decreasing as well as opportunities to sell additional products the client is not using". - Doug Hana
Doug Hana
Terrabyte Ltd

The Exsalerate sales process is repeatable and scalable, so your team have a clear framework to follow. 

When an opportunity is won users add the company directly to WorkflowMax, choose a job template and assign it to a team member to follow up. 

The opportunity pops into the sales pipeline and Exsalerate highlights if it’s taking longer than expected to progress what activities have been planned to win the business.

This reduces data entry and frees your team up to focus on what’s really important. 

 

ales pipeline

For the 24-strong team The Utility Company in Auckland, Exsalerate has solved a real business problem.

“WOW - What a difference EXSALERATE has made to our business both in terms of the CRM functionality as well as Workflow Management. In this day and age accessible, manageable information is a powerful point of difference. EXSALERATE has empowered everyone in our team (24) to make more informed decisions when dealing with our Clients and Prospects. The integration with WorkflowMax has also helped us cater for the rapid growth we are currently experiencing.” - The Utility Company​

Everyone will LOVE working from the same page with Exsalerate’s beautiful To-Do list. 

Users drag & drop activities to reorganise their day, assign activities to other team members and every time an activity is completed Exsalerate prompts the user to create their next interaction.

Stephen Pilcher from VTG Waste & Recycling Ltd has found the To Do List to be his new best friend.

"The colour coding & flow of work makes keeping on top of everything a breeze and the To Do list is my best friend how did I ever manage without it"? - Stephen Pilcher

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 real time 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 integration with WorkflowMax means you track the lifetime journey of your customers from when they first 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 – like a hub of information every touchpoint is recorded in Exsalerate + WorkflowMax.

Mark Ealam from The Skool Loop App Ltd sums it up:

"A blessing for our business seamlessly and effortlessly combining all information into useful data which has improved our client relationships with our sales team". - Mark Ealam

The question is 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.

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