CRM

The CRM core of Sharp-Marketing gives sales teams one system for everyone they talk to and every deal in flight.

Leads, contacts, and accounts

• Lead management — capture and qualify prospective customers, from first touch onward.
• Contact management — the people you deal with, with full history.
• Account management — the organizations behind the contacts.

Leads arrive from many sources — forms with lead capture and scoring, campaigns, and customer acquisition efforts — and land in one pipeline.

Opportunities, pipeline, and deals

Track opportunities through your sales funnel with pipeline management and deal tracking — what's in play, at what stage, at what value, and what needs to happen next.

Sales activity

Day-to-day selling is managed in the same place:

• Activity timeline — every interaction with a contact or account, in order.
• Task & follow-up management — nothing slips because nobody owned the follow-up.
• Meeting & call scheduling — book and track meetings and calls with prospects and customers.

Documents & proposals

Manage documents and proposals alongside the deals they belong to, with content authored in Folio. Quotations can be sent directly to Cables or the recipient's preferred communication channel — including to other organizations in Sharp-Marketplace deals.

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