BluWave CRM

BluWave CRM with Sage allow you to:

• Streamline the management of your customer data. Your existing customers/debtors automatically populate your BluWave CRM system. In addition, when prospects in BluWave CRM become customers they can transfer automatically as a debtor to Sage Accounting.
• Automatically update your product and pricing data from Sage Accounting. Products, and optionally pricing can be automatically uploaded to BluWave CRM with daily updates.
• Use the BluWave CRM quotes automation tool to generate quotations. Benefit from the professional look and feel of BluWave quotes while streamlining the opportunity tracking and quote follow-up process. Once a quote is ordered, BluWave CRM will push the quotation to a Sage Accounting invoice increasing your sales team productivity.
• When starting your BluWave CRM solution the customer sales history can be automatically uploaded into the CRM (Current financial year by default. Additional years can be requested)
• On a daily basis, invoice history will upload to BluWave CRM to assist the sales team in managing your customer relationships.

Performance Dashboard Reports

• Recent opportunities: new prospects that you've connected with.
• Activities: Any sales activity you've done recently, such as following up on prospects, issuing quotes or closing deals.
• Contacts and companies: These are people you've dealt with recently in your sales pipeline.
• Graphical "Funnel": this represents your sales pipeline, and includes new leads flowing into it.

Here's how our Activity and Diary Management feature can help you:

• When an appointment is created in BluWave CRM, a corresponding appointment is created in your default emailing program.
• A meeting request is then generated and sent to the invitee, all in one streamlined process.
• You can also schedule your customer and prospect follow-ups using the Activity Management function.
• The system manages daily, weekly and monthly views of each sales person's diary, so you can see what they look like with one simple glance.

Using our Opportunity Tracking functions will help you:

• Upload and link your tender or quote documents to each sales opportunity.
• Track conversion rates for opportunities and take corrective action based on past trends for lost deals.
• Ensure all sales enquiries are responded to rapidly and followed up effectively, rigorously and systematically
• Lock down your own sales forecasting process by successfully tracking the progress of your sales pipeline.
• Generate a new business forecast based on expected order dates and sales probability percentages.
• See the progress of each individual salesperson with a pipeline visual on their homepage. Additional graphing on their dashboard will give you details of their progress against their target.

Our automated quotes software is the easiest and most efficient way to generate customer quotations. It also improves your productivity as a salesperson, as it initiates three processes with just one action required from you:

• Creates the quotation document that can be emailed or printed for the customer in PDF format.
• Automatically posts to your Opportunity Pipeline within the CRM system.
• Generates a quote follow-up activity.

Other key features of our quotes automation module include:

• Upload multiple products and pricing from an Excel file. Update your pricing automatically by uploading your latest Excel price lists.
• Pricing features: Include cost and selling prices, product codes and descriptions, product narratives, pictures and more. You can also store customer contract pricing that defaults onto individual customer quotes.
• Multiple price lists can be stored and customers flagged for the appropriate price list – this integrates to Pastel multiple price lists.
• Track quotes easily and simply: Each quote sent is automatically filed into the document management storage area of BluWave CRM, and in the activity history of the customer with a link to the quote document.
• A quote approval process: This can be activated where sales staff vary their selling prices.

Using our Customer and Contact Management module will help you to:

• Organise your existing and potential customers by type, industry, area and group.
• Tailormake the system for your business with our User Defined Fields.
• Store any number of contact people per customer.
• Allocate your customers to your branches, as well as specific sales staff within your branches.

Within BluWave CRM, the push reporting system can generate graphs showing the following sales statistics:

• Number of new enquiries
• Number of quotes issued versus a target number of quotes for a month
• Number of sales versus a target number of converted opportunities per month
• Sales forecast value in the pipeline versus the targeted monthly turnover from new business
• Conversion rate of quotes to sales as a percentage

The Following benefits accrue from this feature:

• BluWave now speeds up the process of logging visit reports as the system automatically defects where he is currently situated and defaults to that customer.
• Sales staff can now narrate their visits to the system and it translates their voices to a text report.
• The system records the geolocation and time of each call report made as the salesperson travels from customer to customer.
• BluWave automatically generates the sales person’s travel claim from the visit reports entered. No more burning the midnight oil to submit travel claims to the office or the Receiver. BluWave calculates the distance travelled and works out the travel cost for each month.
• The system graphs on a google map the movements of the sales team from their geo- located visit reports.
• BluWave BI now makes use of the geocoded customer and prospect database to perform mapping of all the data in BluWave CRM and Service. For example, customers and prospects can be displayed on a Google map in different colours; quote values and sales revenue can be mapped in different colours.