CORE FUNCTIONALITY
Making CRM Simple
The Core section distinguishes AccTRACKER from other CRM’s by providing ready-to-use, standardized functions and reports. They support fundamental sales and account management activities necessary to manage a successful sales process - for both users and management. Basic blocking and tackling done right.
The Core includes functions for thorough documentation, comprehensive sales reporting, account management, task management, contact management - coupled with a full suite of reminders, alerts and much more.
Whereas other CRM's require basic functionality to be setup and configured by your company, AccTRACKER's Core functionality simplifies the process - reducing complexity, saving time and resources otherwise spent with other CRM's.
This enables your company to hit the ground running:
- There are no setup or configurations required on your end.
- No need to evaluate or decide what functions are necessary to effectively run your business.
- Certainly there is no need to build it yourself.
- They are all available your first day of usage.
The AccTRACKER Core functions are standardized for everyone - guaranteeing that functionality will look and work alike for everyone. This way, when accessing data using the same functionality, users work cohesively as a team - not in silos, or as a collection of individuals.
This provides continuity for your company and important structure for your sales team - leading to a simplified management process.
In addition to the Core Section - Custom functionality is also available - we build it to your requirements - and always at no additional charge.
Custom functions.
THE CORE FUNCTIONS
Never search for notes again!
Notes in other CRM's are kept in all sorts of multiple locations - making those systems difficult and frustrating to use.
AccTRACKER Notes are simple to access, enter and review - as they reside in one central location and are always linked to their respective account.
Our Notes functionality is robust - including a corresponding Core Account Notes reports, and more.
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AccTRACKER includes a suite of comprehensive ready-to-use reports, eliminating the need to build reports necessary to manage your business.
Core Reports include:
- Sales, Sales Forecast, Sales Summary
- Account Notes
- Contacts
- More
With our innovative report generation methodology, the Core Reports also have exceptional flexibility.
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ALERTS
Alerts are widely available throughout the system. They can be pop-ups on the system and/or sent to your email.
Alerts can be scheduled to be sent automatically, as well as be manually sent using the Email Alert functionality.
Alerts can be sent for:
- Reports
- Task List
- Account Notes
- Lead list
- More
DASHBOARD
The Dashboard is a page to easily manage workflow.
It displays a summary view of scheduled Next Actions for the Sales Report, Account Notes, User Tasks and the Lead List.
It includes both a user and company wide views - and access to your saved reports list.
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CONTACT MANAGEMENT
Contacts reside in one location and are always linked to their respective account - never getting lost.
Functionality is extensive, including a corresponding Core Contact Search report - which allows for the creation of contact lists for email marketing/announcement campaigns.
Other functionality includes tagging and email marketing campaign history.
EMAIL INTEGRATION
Emails you send can be integrated (uploaded) to AccTRACKER - thus easily keeping track of all client and prospect correspondence in one place.
These integrated emails are kept in both a master email list, as well as being linked to the contact (in the system) that they have been sent to.
The emails can also be added as account notes.
LEAD LIST
The Lead List is a section that provides a one page view of companies and/or people you intend to contact, but have not yet been added as account to the System - making it very simple to mange your leads.
Inquiries coming from your website or social media can be integrated to the Lead List.
Each user has their own private Task page.
Tasks can be personal or be associated with an account or contact.
Next Action dates can be assigned and alerts can be scheduled.
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TAGS
Unlimited user-defined Tags can be created, then assigned to accounts. They are used to add specific information to an account.
An example would be to tag the billing methods for a client - or to tag "Preferred Investment Industries" for an investment bank to identify their prospects by.
Tags can be added to any report - so as to refine a view, and/or add additional information to a report.
MOBILE ACCESS
Our Mobile application is available for all active users.
No downloads necessary. Access Mobile AccTRACKER on any web browser on any device.
COMPETITOR TRACKING
The Core Competitor Report identifies
who you're competing with, tracking competitors renewal dates, rates and other important information that helps you be timely with follow-ups and effective at closing sales.
Read more - Tags competitors / referrals
REFERRAL TRACKING
Referral Tags (source of prospects) allow you to track where your business is coming from for each account. They can be added to ant=y report.
They also can be used to generate a report with an aggregate view of all source of referrals - helping manage and prioritize where to spend time and resources developing new business.
CHECKLISTS
Create Checklists to track progress for any type project - such as client onboarding, contracts, installations and more.
CORE: ACCOUNT NOTES
Good documentation is a necessary component for any sales effort. It keeps everyone better informed and better prepared for the next steps in the sale.
The AccTRACKER Notes section is unique. They reside in one central location, contain the same functionality and are linked to an Active Account.
Everyone always knows where notes reside in AccTRACKER - in the Acct. Notes tab.
This makes accessing, entering, and reviewing notes simple. Unlike other CRM's where notes are scattered throughout, not centralized, and frustrating to use.
The fact that Account Notes are standardization keeps users aligned with each other - always using the same functions - never having to setup, configure or customize.
Notes contain advanced functionality that provides an extensive array of tools for documentation to effectively manage the sales and account management process.
They include:
- Scheduling next actions, categorizing, assigning responsibilities and contacts.
- The blog-style format will clearly display events in chronological order, telling the story on one page.
- User/time stamps will provide a clear audit trail and understanding of who entered and when.
- Communication will greatly improve with the Email Alert functions - which send account notes to any user with one click.
- User-defined tags. Aggregate similar notes (such as sales, account management, operations etc.) across all accounts on the Account Notes report.
USER TASKS
The My Task tab is a personal reminder page - think of it as an easy to use "electronic yellow-pad" with extensive functionality.
It insures timely follow-up for next actions, guaranteeing nothing slips through the cracks.
The Task page requires no setup and tasks include:
- Account or non account related.
- Link to Account Notes or Personal Notes
- Preset Date Views so as to quickly get a snapshot of current, future and overdue next actions.
- Next Action dates, priorities, status.
- Reminder alerts as pop-ups or emails.