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In-Depth Review
Salesplace CRM
Interchange Solutions Inc.
19 Allstate Parkway, Suite 120
Markham, Ontario, L3R 5A4 Canada
Telephone: 905-475-4064
Fax: 905-475-4134
Toll Free: 877-377-6687
Email:
vik.naik@salesplace.com
Web:
http://www.salesplace.com/
Interchange Solutions Inc. is the Toronto-based maker of Salesplace for
Lotus Notes and BlackBerry Devices, complete Customer Relation Management
(CRM) software suites designed for the Lotus ND7 and ND6.5 environments. The
software has over 400 customers world wide and in excess of 25,000 users,
supported by a network of global reseller partners.
Salesplace was named by ISM, inc. a leading customer relationship management
(CRM) consulting firm, as one of the Top 15 CRM software packages for 2005
and was awarded the 2005 prestigious IBM "CTO Beacon Award".
Product: Salesplace CRM
Current Version:
Category: On-Premise Mid Market CRM Solution
Sub-Category:
Client Platform:
Server Platform: Lotus Notes
Database Platform:
Salesplace has four modules; Sales, Marketing, Customer Service and
Mobility. Purchase the functionality you need as a full package, or
individually.
Sales
- Lead Management - Qualify, convert, and route leads
with definable workflow across your sales and marketing organization.
- Opportunity Management - Track opportunity
timelines, progress and history with definable sales processes to close
sales quickly and manage the pipeline.
- Account Management - Make sure your entire team is
working from the same account profile towards a common goal.
- Activity Management - Manage customer tasks,
meetings, and call logs with seamless integration to the Lotus Notes
Mail & Calendar.
- Reporting - Analyze sales force effectiveness with
graphical and statistical reports to identify strengths and
opportunities.
- Quote Builder - Quickly generate quotes using
corporate template and product catalog pricing lookups.
- Product Catalog - Centrally store all product
information including customer purchase history, pricing levels,
discount rules, and warranty information.
Marketing
- Lead Conversion - Capture prospects imported from
spreadsheets and automatically route qualified leads to the sales team
for follow-up.
- Campaign Management - Track the owners, tasks and
associate metrics of marketing campaigns to ensure that marketing
dollars are used effectively.
- Mass Mailing - Leverage communication templates to
quickly generate emails, letters, or faxes to selected contacts or
distribution list.
- Reports & Campaign ROI - Graphical and statistical
reports that compare the dollars spent per campaign to the revenue
generated.
- Data Quality Tools - De-duplication tools to ensure
that imported lists and contact information is complete and free from
duplicate entries.
Service
- Case Management - Create, assign, and manage
customer service requests in a timely manner from initial contacts
through resolution.
- Routing & Workflow - Ensure Cases are automaticaly
assigned to the right person and completed quickly according to
protocol.
- Escalation & Notification - Automatically set
completion time targets and generate email notifications when timelines
are missed.
- Solution Database - Centralize procedures on
resolving service issues. Past Solutions are searchable by users for
quick access to best practices.
- Reporting and Statistical Views - Graphical and
statistical reports to identify critical metrics such as call volume,
average resolution times, and product performance.
- Web Self-Service Portal - Reduce call volume since
customers enter a secure area of your website to submit new issues, view
the status of existing issues and search the knowledge database.
Mobility
The Salesplace BlackBerry Edition means you're never out of touch with
customer information. From your BlackBerry device you can track contacts,
schedule activities, and manage leads & opportunities - regardless of
whether you're in a taxi or in an airplane. The Salesplace BlackBerry
Edition allows for both real-time connectivity and wireless synchronization
for complete out of coverage usage.
For pricing details, please contact the company directly.
We have yet to review this product.
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