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SFM Customer Manager 5.4

SFM Customer Manager™ is a unique management and business analytics system that provides small business managers with unparalleled visibility into company operations and customer relationships. The system has advanced analytic capabilities allowing long-term data analysis as well as advanced reporting capabilities for receiving real-time company and marketing updates. SFM Customer Manager™ consists of two main components: A CRM/ reporting tool that is installed on the employee’s computers and works within MS Outlook® for easy data entry, and a Management Dashboard that is installed on the manager’s computer enabling the manager to view real-time company updates, graphs, reports, statistics, pipeline analysis, cash flow analysis, forecasts and additional valuable information vital to optimal decision-making.

SFM Customer Manager is the small business version of the popular SFM Executive™ analytical CRM platform, targeted at 1-10 users.

Main functionalities:

Customer / Contact information management

Lead management

Opportunity management

Project and task management

Instant access to customer history

View comprehensive reports, graphs and statistics

View campaign analysis

Quickly locate information and generate lists by given criteria

View time analysis with the patented scaled color-mapping feature

View future sales forecasts

View cash flow analysis and activity based costing analysis

Quick sale window for gathering customer information at the P.O.S

Specific benefits in this work environment:

Manage all your business information in one central place

Improve your sales cycles, customer satisfaction and customer retention rates

Off the shelf product - implementation is immediate

Extremely user-friendly with an intuitive user interface

Very modest system requirements: any computer that runs Windows 2000 can run SFM Customer Manager™ (Outlook 2000 and higher required).

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Addition Information

• A unique management tool for small businesses provides unparalleled visibility into company operations and customer relationships. Has two main components: A CRM and project data entry tool integrated into MS Outlook®, and a Management Dashboard for real-time company updates, graphs, reports, statistics, pipeline analysis, cash flow analysis, forecasts and other valuable information vital to optimal decision-making.
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