ExSellence CRM

ExSellence CRM by Optima Technologies

ExSellence CRM software automate sales, marketing & customer service giving higher Satisfaction and growing relationships.

The goal of Optima ExSellence™ CRM is to automate clients’ current processes while integrating with existing IT infrastructure.

The ExSellence solution is built using the Optimation™ framework which provides the fundamental system functions used by the CRM application.

With security, data flow, reporting and workflow business processes, ExSellence CRM offers an intuitive user experience.

Cost effective and robust, Optima allows for customization to ensure the perfect fit with the client’s requirements.

Optima ExSellence CRM Benefits

Shorter Sales Cycles through Streamlined Automated Process Tools

Quicker Response to Customer Inquiries Resulting in Happier Clients

Proactive Alerting and Escalation

Complete Access to Information for Better Executive Decision Making

Market-Leading and Industry-Recognized CRM Solution

Seamless Integration to Legacy and Third-Party Applications

Industry Leading Implementation Success Rate Utilizing READI™ Methodology for Quick Custom Implementations

Optima ExSellence CRM Functionality
Sales Force Automation (SFA)

Contact Management, Opportunity Management, Remote & Online Order Management, Marketing and Product Encyclopedia, Expense Reporting and Tracking, Forecasting and Pipeline Management, Automated Sales Process and Workflow, Goal & Quota Tracking, Pricing and Quoting and Client Organization Tracking.

Marketing Automation

Campaign Management, Lead Management, Product Management, Reference Management, Fulfillment, Document Management, Competition Database Management, Business Intelligence and System Integration, Web-Site Integration for Lead and Materials, Expense Tracking and Reporting.

Customer Service Automation

Help Desk and Service Ticket Management, Issues & Activity Tracking, Time Sheet Reporting, Service Contract Management, Escalation and Alerting,
Role Based Workflow and Agents, E-Mail Management, Auto Response and Customer Self Service.

Business Improvement Components

Portals and Dashboards, Business Intelligence, Improvement Initiative Management, Trend Alerting and Escalation, Activity Tracking, ERP and Legacy and Integration Reporting.

Management Forecasting and Reporting

Territory Management Controls.

Optima provides providing software solutions that are tailored to the specific needs of the client. An industry leader in terms of customer satisfaction for more than 15 years, the company boasts a near 100% CRM implementation success rate. Info: ExSellence™ CRM by Optima technologies.