This SMB management software is a unique tool that integrates CRM and project data entry within MS Outlook. The program provides a Management Dashboard for real-time updates, graphs, reports, statistics, pipeline analysis, cash flow analysis and forecasts.
SFM Customer Managerâ„¢ is a software system that offers small business managers an innovative approach to management and business analytics. With SFM Customer Managerâ„¢, managers can gain a clear understanding of their business operations and customer relationships. This powerful system comes complete with advanced analytic capabilities, which provide long-term data analysis, and advanced reporting capabilities for receiving real-time updates.
The software consists of two main components: a CRM/reporting tool that employees install on their computers and that works within Microsoft Outlook®, enabling easy data entry, and a Management Dashboard that managers can install on their computers for viewing real-time company updates, graphs, reports, statistics, pipeline analysis, cash flow analysis, forecasts, and other valuable information vital to optimal decision-making.
SFM Customer Managerâ„¢ is a small business version of the popular SFM Executiveâ„¢ analytical CRM platform and is targeted at 1-10 users. Its main functionalities include customer/contact information management, lead management, opportunity management, project and task management, instant access to customer history, comprehensive reporting and statistical analysis, campaign analysis, and the ability to generate lists by given criteria.
Other key features include time analysis via the patented scaled color-mapping feature, future sales forecasting, cash flow analysis, activity-based costing analysis, and a quick sale window for gathering customer information at the point of sale. By using SFM Customer Managerâ„¢, businesses can manage all their information in one central place, improve their sales cycles, and increase customer satisfaction and retention rates.
SFM Customer Managerâ„¢ is very user-friendly, with an intuitive user interface that makes it easy to use. The system requirements are modest, with any computer that runs Windows 2000 being able to run SFM Customer Managerâ„¢ (Outlook 2000 and higher is required). This off-the-shelf product is readily available, and implementation is immediate.
The software consists of two main components: a CRM/reporting tool that employees install on their computers and that works within Microsoft Outlook®, enabling easy data entry, and a Management Dashboard that managers can install on their computers for viewing real-time company updates, graphs, reports, statistics, pipeline analysis, cash flow analysis, forecasts, and other valuable information vital to optimal decision-making.
SFM Customer Managerâ„¢ is a small business version of the popular SFM Executiveâ„¢ analytical CRM platform and is targeted at 1-10 users. Its main functionalities include customer/contact information management, lead management, opportunity management, project and task management, instant access to customer history, comprehensive reporting and statistical analysis, campaign analysis, and the ability to generate lists by given criteria.
Other key features include time analysis via the patented scaled color-mapping feature, future sales forecasting, cash flow analysis, activity-based costing analysis, and a quick sale window for gathering customer information at the point of sale. By using SFM Customer Managerâ„¢, businesses can manage all their information in one central place, improve their sales cycles, and increase customer satisfaction and retention rates.
SFM Customer Managerâ„¢ is very user-friendly, with an intuitive user interface that makes it easy to use. The system requirements are modest, with any computer that runs Windows 2000 being able to run SFM Customer Managerâ„¢ (Outlook 2000 and higher is required). This off-the-shelf product is readily available, and implementation is immediate.
What's New
Version 5.4: N/A