Salesplace CRM 
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Company
Product
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In-Depth Review
Executive Summary
 

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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/

 

 

 

 About the Company:

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:

 

 About the Product:

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.

 Price:

 For pricing details, please contact the company directly.

 

 

 In-Depth Review:

 We have yet to review this product.

 

 

 

 Have a question about this program?

Then please just email me your question! If the answer is short & sweet, I will pop you back an answer. If the question requires further research, I will look into it and post the reply on my blog, AskRichBohn.com, to share with others. As always, you can email me at rich@sellmorenow.com !

 

 

 

 

 


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