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 Date, Year 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.
The Terrabyte team drove revenue by identifying additional opportunities with existing clients.
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.
For the 24-strong team The Utility Company in Auckland, Exsalerate has solved a real business problem.
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.
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:
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.