WHY AccTRACKER CRM



AccTRACKER SIMPLIFIES THE ENTIRE CRM PROCESS -
ALLOWING YOU TO WORK THE WAY YOU THINK



Especially for small, mid-sized and startup companies, AccTRACKER is an exceptionally user - friendly and individually customized CRM. It will substantially increase the productivity of your sales, management, and customer support efforts through improved organization and firm wide transparency - increasing sales and accelerating growth.


With very little effort on your part to get started, AccTRACKER will have your sales team operating with assembly line precision - specifically improving the accuracy of tracking sales, making documentation more organized and comprehensive, and insuring follow-ups are more timely, consistent and effective.


Other CRM's fail because:

  • They are difficult to use, which hinders usage, which hinders productivity - thus rendering them ineffectual.
  • They also fail because they become side projects within a company, taking on a life of their own. They consume dedicated internal resources and/or require expensive outside consultants to deploy, customize and maintain - distracting your focus - costing valuable time, money and resources.

AccTRACKER solves these problems. We make it simple. Keeping focus on your business - enabling you to efficiently spend time, effort and resources building your business, not building and maintaining a CRM.


With AccTRACKER's simplicity your CRM will be a valuable tool for your sales team - not an onerous chore.





What we simplify



CRM USAGE





The functionality is simple, navigation is intuitive. Easy to learn, easier to use. Not over engineered with useless functions, keeping users working efficiently and productively.​



CRM PROCESS





From initial setup to ongoing usage; configurations, customization and maintenance are all manged by us at no additional charge.





HOW WE SIMPLIFY CRM USAGE



By design, AccTRACKER is far and away the easiest to use CRM available today. Our intuitive and straightforward functionality will enable you to work smarter and accomplish more by doing less.



ACCOUNT DRIVEN FORMAT





Our unique Account Driven Format makes navigation simple by linking all account information - such as contacts, notes, profiles, status etc., to a specified account.

This keeps your data meticulously organized, readily accessible and always one click away.



FLAT STRUCTURE





No drill-downs, few pop-ups. This keeps the data needed for each task on one page - streamlining the functionality and eliminating useless clutter in the system.


Keeps users focused on the task at hand and never getting lost in the system.



CORE FUNCTIONALITY





The Core is a robust set of essential functionality needed to manage a successful sales effort. It's identical for everyone and requires no set-ups or configurations - saving time, money and resources.


This differentiates AccTRACKER from other more complicated and labor intensive CRM's - insuring that necessary functionality is simple to use, effective, and readily available on day #1.


By using the same functionality, your users will work together as a team.



REPORTS





Unlike any other CRM, our innovative Reports Dashboard is a simple straightforward process that enables users to quickly and easily access the specific data they are looking for.


AccTRACKER eliminates the burden of building reports from scratch. There's no need to search through hundreds of data items, or choose from a endless list of previously saved reports just to view a simple report.


Users select from a list of Core or Custom reports, choose any of the preset options, then access the report with one click.


This model enhances the workflow, provides structure and continuity as everyone works off the same data.





HOW WE SIMPLIFY THE CRM PROCESS



We ease your workload by doing the heavy lifting for your entire CRM process. You do the work of selling your products, servicing your customers and growing your business.


After initial consultations to review your business, we'll have a good understanding of your CRM needs. Then with our extensive sales expertise and using our flexible framework, we build the custom functions and reports, then manage the implementation, and train your users. You're ready to go!



IMPLEMENTATION





We'll do all of the following:


Upload your data to AccTRACKER - from your existing CRM or other internal systems.

Setup configurations specific to your business requirements.

Complete customization and setup automated functions - including scheduling reports to run automatically be sent to desired users.

Personalized Training



CUSTOMIZATION





We build the custom functions at no additional charge. No one in in your organization will have to program, build and/or maintain functionality. This eliminates the need to dedicate internal resources, pay up-charges, or hire expensive outside consultants - saving time and money - keeping your focus on your business.


We work with you to understand your business and determine your requirements, then use our expertise to build functions matching those requirements.


Customization can be as extensive, robust and flexible as needed.



ENHANCEMENTS AND MAINTENANCE





We grow with you.


As your goals and needs grow and evolve, enhancements and maintenance continue to be done by us, always at no additional charge.

​




CRM WORKFLOW and
CRM GOALS





You never get where you're going without knowing where you want to go. Setting realistic goals along with desired outcomes are imperative for successful CRM usage. As CRM and Sales experts, we'll work with you to establish those goals.


To achieve maximize results with minimal effort, we'll design, and/or help you design your CRM work flow.





ADDITIONAL BENEFITS



  • Mobile Access - Allows access from any device with no software to download.
  • Automation.
  • Integration - Seamlessly upload prospects and leads from your website or other marketing and social media tools.
  • Email Marketing. AccTRACKER provides a full suite of Email Marketing tools through integration with:
    • Constant Contact® (the leading provider of Email Marketing and Online Survey tools)
    • Microsoft Outlook
    • Proprietary Systems
  • No long-term contract, cancel anytime.
  • One price, no tiers. Customization included.

Contact us today for a free trial or demo

AccTRACKER CRM: 708 Third Ave. 6th Fl. NY NY 10017





acctrackercrm.com