TDCRM: Customer Relationship Management

A CRM tool focused on your professional services firm. Opportunity management makes it easy to track and report on all new sales opportunities, sales pipeline, sales activities, future resource loads, marketing effectiveness, wins and losses. In addition, this solution will enable you to select available resources for the projects you win and launch them automatically into live projects in the TeamDynamix TDNext solution

Features

• Detailed opportunity tracking.
• Sales forecasting for both product and service sales.
• Custom fields.
• Custom reporting.
• Estimates vs. actuals revenue reports.
• Sales pipeline reporting.
• Sales dashboard.
• Marketing effectiveness tracking.
• ROI calculator.
• Opportunity scorecards.
• Win/loss profiles.
• Competitive analysis.
• Sales activity tracking and logs.
• Opportunity progress tracking.
• Contact management.
• Tailored to your sales processes; fully configurable.
• Fully integrated with other TeamDynamix products.
• Staffing manager.
• Resource manager.
• Resource forecasting.
• Create, staff and launch projects into TDNext directly from opportunity management.

Benefits

• Easily customizable reports.
• Custom fields to track and report on data that is relevant to your sale.
• Real time access to your current and projected sales pipeline.
• Detailed information about each individual deal is readily available for your review.
• Improve sales productivity.
• Make staffing and launching projects easy with the embedded staffing and project initiation tools.
• Never let potential deals fall through the cracks.
• Get clear visibility into the sales activities that are driving deals.
• Understand where your leads come from with our sales source tracking and better invest your dollars in the sources that work.
• Understand why you win and why you lose by identifying with whom you compete and how well you compete with them.

Questions answered by TDCRM:

• How can I improve sales productivity?
• How can I determine what my sales pipeline looks like in real time and understand how it changes?
• Can I make sure my reps have tools to help them close deals?
• How can we manage and track sales activities and understand our forecasting accuracy?
• How well do we do against our competition?

Audience

• Sales Representatives
• Staffing Coordinators
• Executives and managers who need access to projected and closed sales opportunities