Starter CRM
Overview
Do you want to avoid juggling between spreadsheets, emails, and scattered notes to manage your business contacts and sales data? Imperium365 Starter CRM is here to simplify your workload and streamline your processes.
Features
Imperium365 Starter CRM offers a solution that brings all your information together in one place. You don’t have to navigate through disparate systems anymore. With Imperium365, experience an organized workflow that integrates seamlessly, making managing your contacts, schedules, and tasks easier.
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Ready for a digital CRM but overwhelmed by how complicated they seem? Look no further – Starter CRM is the perfect balance of capability and simplicity. It’s a great fit as a first CRM, where you can quickly adopt standard CRM processes at your own pace. With multiple interfaces available via the model-driven app and canvas app, every member of your team can enjoy the right experience. Plus, native integrations with Microsoft Outlook and Teams make you feel at home.
Benefits
Imperium365 Starter CRM offers a solution that brings all your information together in one place. You don’t have to navigate through disparate systems anymore. With Imperium365, experience an organized workflow that integrates seamlessly, making managing your contacts, schedules, and tasks easier.
Sales and Marketing team members create leads to track contacts who might purchase a product or service. When a lead is qualified, it converts into an opportunity for a potential or existing customer.
Sales reps nurture the opportunity, following the guided Opportunity business process flow through the qualify, develop, propose, and close stages. Users can document products and services under consideration, interactions including emails and phone calls, and documents such as quotes and proposals.
Customer Service Reps or Account Managers can use the Cases entity to track customer issues or requests and ensure they are followed up on promptly.
For those on the go or looking to view information from Teams, the companion canvas app offers a responsive app compatible with all device types.
Use Cases
• Manage patient information efficiently: Keep detailed
records of patient history, appointments, and treatment
plans, ensuring a seamless workflow for healthcare
providers.
• Appointment scheduling: Simplify the scheduling
process, reducing wait times and improving overall
patient experience.
• Billing and invoicing: Generate accurate invoices and
streamline billing, helping hospitals maintain financial
transparency.
• Contact management: Easily organize and access
employee contact information, fostering improved
organizational communication and collaboration.
• Task tracking: Assign tasks, set deadlines, and track
progress, ensuring that projects stay on schedule and
teams remain productive.
• Meeting scheduling: Coordinate and schedule meetings
effortlessly, reducing the time spent on administrative
tasks and enhancing overall efficiency.
• Customer database: Build a comprehensive database to
track purchasing behavior and preferences, allowing
retailers to personalize their marketing efforts.
• Inventory management: Monitor stock levels in real
time, preventing stockouts and ensuring that popular
products are always available to customers.
• Loyalty programs: Implement and manage loyalty
programs to enhance customer retention and drive repeat
business.
• Order processing: Streamline order fulfillment by
efficiently processing and tracking orders, reducing
lead times, and improving customer satisfaction.
• Inventory control: Keep track of raw materials and
finished goods in real-time, minimizing waste and
ensuring a smooth production flow.
• Maintenance schedule: Schedule and track equipment
maintenance, preventing unexpected downtime and
optimizing overall operational efficiency.
Empower Your Workflow
Native Integrations and Standard CRM Practices Await
With Imperium365 Starter CRM, you gain access to a suite of native integrations within the Microsoft ecosystem. Imagine effortlessly syncing your customer information, schedules, and tasks across platforms. Adopt the convenience of a centralized hub that organizes your data while aligning with standard CRM practices.
Get started right away
Imperium365 Starter CRM is quick and easy to deploy and set up. The base product is designed to work flexibly across many business models without customization. While we can customize the system for you, we recommend using the base platform initially to get used to a CRM and develop long-term strategies for your CRM adoptions. We can deploy the solution for you in 1-2 weeks so you can dedicate your time to other crucial tasks.
View Demo
Willing to kickstart your digital transformation journey and not sure from where to start. View a demo for Imperium365 Starter CRM and take your productivity to new heights.
Set Out on Your Productivity Journey with Imperium365 Starter CRM
Start your CRM journey today with Imperium365 Starter CRM. Improve your productivity, enhance customer relationships, and boost your business efficiency. Join hundreds of others who have switched from outdated methods to a modern, intuitive CRM solution. Experience the potential of simplified operations and the simplicity of managing your data within the Microsoft ecosystem. Move from Excel and Outlook to Imperium365 Starter CRM, your catalyst for a more organized and productive workflow.
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