SalesOptima

SalesOptima, offered by The Edge Group, LLC, is an online Customer Relationship Management (CRM) service designed to assist businesses of various sizes in effectively managing and nurturing customer contacts. According to the vendor, SalesOptima aims to streamline sales and communication processes, enhancing productivity and efficiency for sales professionals, marketing professionals, business owners, small business entrepreneurs, and service-based industries. This cloud-based CRM solution is particularly targeted towards small to medium-sized businesses.

Key Features

Contact Management: According to the vendor, SalesOptima provides a web-based interface for efficient contact management, allowing users to access and organize customer contacts from any location. Users can seamlessly interact with their contacts and easily retrieve all relevant contact information from their homepage.

Sales Optimization: The vendor states that SalesOptima offers a range of sales optimization tools to streamline sales processes and drive productivity. Users can create customized web forms for data collection, automate sales and workflow processes, and more.

Integrated Email Marketing: The vendor claims that SalesOptima includes a robust HTML Email Marketing module, eliminating the need for separate email marketing software. Users can create professional-looking emails with text, images, and hyperlinks, and leverage the Sales Optimization engine for measurable results.

Jump Start Kit: The vendor offers a comprehensive Jump Start Kit for SalesOptima, providing pre-loaded plug-and-play templates to expedite implementation and utilization of the Sales Optimization features. This kit includes automation processes, customizable email templates, web forms, custom action screens, and more.

Real-Time Google Sync: According to the vendor, SalesOptima offers real-time, two-way synchronization between the SalesOptima account and Google Contacts/Calendar. Users can seamlessly create or update contacts and appointments in SalesOptima or Google, ensuring consistent and up-to-date information.

Web-to-Lead Capture: The vendor claims that SalesOptima simplifies lead capture from websites by offering customizable web forms that seamlessly integrate with the CRM platform. Users can automate data collection and initiate relevant automation campaigns, eliminating manual data entry.

Dynamic Scheduler: According to the vendor, SalesOptima's Dynamic Scheduler enables customers and prospects to directly book appointments on users' calendars. Users can create and customize public calendars, share availability through websites, emails, or reminders, enhancing accessibility and improving customer relationships.

Sales Optimization Jump Start Kit: The vendor's Jump Start Kit for SalesOptima includes pre-configured templates that leverage the Sales Optimization engine. This kit comprises automation processes, customizable email templates, web forms, custom action screens, email lead parsers, and two hours of consultation with a Sales Optimization specialist.

Email Marketing: According to the vendor, SalesOptima empowers businesses with effective email marketing capabilities. Users can create and send professional newsletters and campaigns, engage with customers, and track campaign responses using comprehensive email marketing reports.

Sales Optimization: According to the vendor, SalesOptima's Sales Optimization feature automates sales processes to improve close rates and reduce the cost of sales. Users can streamline field level editing, personalize follow-up marketing and sales campaigns, and create customized workflows tailored to their specific needs.