Unlike most CRM solutions, Helpful builds around the company. Buyers come and go.
Companies Last. This makes your reps more effective in seeing the full picture.
We have prepoplated the needed fields to gey you started quickly. Many CRM programs take weeks if not longer to get running.
Helpful CRM takes no more than an hour to get you and your team running.
No need to manually enter all your customers and contacts. Helpful has a powerful feature. Just select an Excel or CSV file and you’re able to eliminate days of enrty.
Helpful CRM can also export data for use in other programs. Select your criteria and then export.
The expression “Time is Money” is the only thought in creation of Helpful CRM. As sales reps ourselves we understand the importance of getting the job done as quickly as possible. The less time wasted the more profitable the day. We display information you need on a single screen. We do our best to reduce the need to move a mouse. In terms of data enrty we provided as many pulldowns as possible to quickly and cost effective reduce data entry.
Helpful CRM allows for attacting and viewing files within the CRM. This eliminates the need to hunt down for your
Quotes are the last step before the sale. Within Quote Management you can quickly see your pipeline by gross and by profit.
You can quickly contact any client/lead from the Quote Management screen and tun that quote to a sale.
The Helpful CRM can work for a single rep or can support the team with multiple reps workig with the same client or leads.
In fact Helpful CRM can support both strategies with no modification.
Every Sales Environment is defferent. Some reps play nice with each other, some reps are rabid wolves looking for the opportunity to pounce on. So we build in a powerful security feature. This allows reps to see only their own leads & accounts.
Helpful CRM can include the ability for a sales manager to view his/her teams but not other teams We also include a security option of VP of Sales who can view multiple sales teams but only the ones assigned.
Moving accounts and leads from one rep to another is only a few clicks away. If your sales are achieved in a team effort, not a problem.Create a team, assign the reps to the team and you’re done.
Sales is Sales but every industry has its own tern and certain information to be gathered. Helpful CRM allows its field to be changed, edited, added and removed. The goal is to make your sales reps as effective as possible. Don’t need to capture the fax number?- Remove it. You need to know how many widgets they need monthly?- Add a widget field. If you prefer calling customers clients or company?- Edit it. If you need to track what type of government regulation the client needs to abide to?- Add a field and create a pull-down. We’ll make it flexible and easy to do!
This means you need any device that has an internet connection. you can be at the office, at home, or on the road to have acccess to all of your information. Nothing gets installed on your device. You enter a private URL (webpage) login and you are ready to close the deal of a lifetime. At the meantime we have a farm of servers in a protected SOC datacenter. Return
