Empower Your Sales Force

CRtraC allows your organization to work smarter through features such as the management of the entire sales pipeline, enhanced search mechanisms, on-line ordering, comprehensive reporting, tracking tools for opportunities, projects, leads, products, activities etc.

CRtraC is a true efficiency tool that enables your sales force to work smarter. Sales representatives will find that the system adds simplification, organization, and customization to the sales process. CRtraC's interconnectivity allows for easy remote access anytime and from anywhere. It also maintains a product knowledge base for the sales force to use when comparing products, competition, and customer information.

Customer Relationship Management
Sales Home		Includes individually customized Sales Home page that lists Issues, Calendar of Events, Activities and Leads assigned to the sales representative.
Calendar		Schedules calendar events and connects them directly to existing Leads, Activities, Accounts, Opportunities, and Projects.
Pipeline		Manages the entire sales pipeline including Customers, Accounts, Projects, Leads, Opportunities, Issues, and Activities.  Tracks notes, documents, and issues related to each Account, Opportunity, and Project.
Product Comparison		Tracks competitor products and builds product comparisons between your products and competing products.   It also provides your sales force with extensive information about each of your products.
Scheduling		Schedules demos, proposals, training and close dates for leads and opportunities.  Tracks expected start and end dates for project completions.
Attachments		Attaches documents, resolutions, due dates, and related issues to a particular issue, lead, or opportunity.
Contact Management
Leads		Stores personal, corporate, and contact information about each Lead. Assigns Leads to specific sales representatives based on territory, experience, area of expertise, etc.
Relationships		Tracks Leads, relationships between Leads and relationships with existing Customers.
Conversion		Converts Leads to Contacts, Customers, Accounts, and Opportunities.
Lead Actions		Tracks all Lead actions through the Lead action list. Schedules and records information pertaining to each Contact with a Lead.
Accounts		Maintains multiple Accounts for each Customer.  Maintains Contact and Product information for all business partners, competitors and clients.
e-Commerce
Product Categories		Categorizes Products at infinite levels.  Flags products as Featured or Standard for each online catalog.
Bundling		Combines products to form Product Bundles. Allows customer users to configure bundles to meet their purchasing needs.
Product Attributes		Assigns unlimited item attributes to each Product.  Manage attributes on a per product or a per category basis.
Online Catalogs		Assigns multiple customized Catalogs to each Customer. Creates an unlimited number of Catalogs including retail and customer specific catalogs. Manages Catalog content dynamically with no site downtime.
Workflow		Routes orders to multiple people for approval based on dollar amounts. Sends orders through routing sequentially or simultaneously to all approvers.
Pricing Logic		Customizable pricing logic at any level: client, category, product. Assigns customizable pricing based on a percent markup or markdown on cost at any level: client, category, product.  Assigns different pricing criteria to different customers.
Quotes		Allows clients to create quotes based on their product catalogs and quickly convert quotes to orders.
Administration
Security		Assigns system functionality to each user or user group by ability to view, add, update, and/or delete within a particular module. Sets access permission at any level including Account, Opportunity, Activity, Issue, etc.
Key Information		Allows administrators to add, update, and delete dropdown values used throughout the system. Defines stages and lines of business assigned to each Opportunity. Identifies territories to assign clients and sales representatives.
Reporting		Creates reports such as pipeline by product line, propensity for certain types of companies to buy certain types of products, buying behaviors, precise order details, phone call records, service requests, and client related product interests. Illustrates report data in bar graphs or other graphical representations. Performs win/lose analysis to determine outcome causes, expectations, and issues related to the Opportunity.