AccTRACKER BENEFITS - How it Helps



A CRM built for small, mid-sized and start-up companies with big-sized ambitions.
We Simplify what other CRM's Complicate.





AccTRACKER is exceptionally easy to use, with an almost flat learning curve. Driven by it's unique, account-driven system, data is always linked to a singular account, allowing for meticulous data organization and painless, trouble-free recall.


At no additional cost, the AccTRACKER team will manage and administer your entire CRM Process - from initial setup to ongoing usage - including configurations, customization and maintenance. Thus eliminating the need to dedicate internal staff, hire outside consultants or unnecessarily spend time, money and resources to build, implement and customize a CRM. Ready for use on Day #1.


More than a CRM system, we are a full service CRM company - your CRM concierge.

Enabling you to efficiently spend your time, efforts and resources building your business, not building and maintaining a CRM.





COLLABORATE



AccTRACKER is the ideal CRM for collaboration with others in your company, particularly those working remotely. The platform is cloud-based and well-permissioned, allowing universal access to any device with an Internet connection.


Internal communication will greatly improve with our Email Alert functionality. They are embedded in the system’s functionality, automating the update procedure for all users simultaneously - alleviating the need to send separate emails, texts or make phone calls.


Account Notes, Sales Reports, and other individual items can be sent by Email Alert in their entirety to other users by email - easily sharing status and updates. This keeps everyone on the same page and the sales process moving smoothly.





3 ESSENTIAL CRM TASKS



We have found from our experience that there are 3 basic and essential sales tasks that need to be done day in and day out by everyone to consistently produce strong results and steady growth.

  • Manage Sales
  • Documentation
  • Schedule and Manage Follow-ups

​Manage them simply and effectively with AccTRACKER.





MANAGE SALES



AccTRACKER comes with a standardized Sales Tracking Report. It can be used on day #1 as is - or customized to your specific requirements - where we do the all customization at no additional charge.


The standard Sales Report includes:

  • Products

  • Contacts

  • Next Action Date / Last action Date

  • Target Close Date / Actual Close Date

  • Sales Stage / Sales Probability

  • Sales Status Note

The Report can be generated and displayed using standard sorts and filters such as:

  • Account Type / Business Type
  • Coverage
  • City / State / Country / Region
  • Referrals or Origination source
  • More...

Customization - we build custom functions at no additional charge. No one in your organization has to program, build, and/or maintain functionality. This eliminates the need to dedicate internal resources, pay upcharges, or hire expensive outside consultants – saving time and money - keeping you focused on your business. Customization can be as extensive, robust and flexible as needed.





DOCUMENT COMPANY ACTIVITY



Documenting what you do is as important as doing what you do. How do you know what to do next if you don't know what was done previously? Memory is not really a good option.


Accordingly, our Account Notes section is very robust and flexible - providing the ability to quickly document phone calls, demos, meetings, as well as any other interactions you may have with prospects and clients. Moreover, as opposed to other CRM's - documentation is found all in one easily accessible central location.


Individual notes are maintained in a blog-style format, by adding entries with user/date stamps, providing a clear sequence of events as they transpire.


Notes can be easily reviewed by a variety of sorts and filters - including Next Action Dates, Origin Dates, Responsibilities, User-Defined Note Tags, and Account Contacts, among other identifiers.


Using these same sorts and filters, the pre-built Account Notes Report will aggregate similar notes across accounts on the system - providing comprehensive, company-wide views of documentation for Sales, Account Management, Operations and much more...





SCHEDULE/MANAGE FOLLOW-UPS and DAILY WORKFLOW



AccTRACKER is built around the theory of "Next Actions" - whereas next action dates need to be assigned to all actions that require follow-up.


Next Action reminders are included in much of the functionality throughout the System.


AccTRACKER’s proprietary User Dashboard ensures follow-ups are never missed. It displays a comprehensive list of all Next Actions for - Sales Reports, Account Notes, User Tasks, and Leads - thus helping to easily and effectively manage your daily, weekly and monthly workflow.


A company-wide view is also available, and Saved Reports can also be generated from the Dashboard.


Additionally, the unique User Task list can generate email or pop-up reminders on any desired frequency.





MANAGE LEADS - REFERRALS



Leads from your website can be automatically integrated into the AccTRACKER Lead List and be subsequently added as accounts (contacts) to the system. Selected users can be automatically notified of those incoming leads.


As standard functionality, user-defined Referral Tags (or account source tags) can be assigned to accounts and contacts. Those Tags can then be added to any report on the system to easily locate, track, and manage the sources of prospects and clients.





EMAIL MARKETING - GROUP EMAIL LIST BUILDER



The Contact List builder enables Group Email Lists to be created and used to send Marketing Campaigns to clients and prospects. Use any of the standard or user-defined Tags to construct an unlimited number of lists.


Group Email Lists can be linked to Outlook, Gmail, or any default email applications.


Constant Contact, the leading email marketing application, is integrated with AccTRACKER.


Contacts and Group Lists can be uploaded to Constant Contact. AccTRACKER Group Email Reports also provide a complete view of the campaign’s results.





POST-SALES MANAGEMENT



On day #1, without any customization, the Account Notes functionality can be used to manage post-sales, and ongoing account management.


Using Account Notes - responsibilities can be assigned to monitor and track post-sales tasks. Next actions can subsequently be assigned to those tasks. The Account Notes Report can be run regularly to ensure the tasks are followed up on and completed.


Additionally, we've built dozens and dozens of custom checklists and reports to manage client on-boarding, contract tracking, daily operations and more...





EMAIL INTEGRATION



Emails you send from any email application (Outlook, Gmail etc.) can be automatically integrated to your AccTRACKER system.


They display in your master Email Inbox and the Account where the email recipient resides on the system.


Emails can then be moved into a new or existing note in the Account Notes section - along with next action dates, so as not miss follow-ups.





RISK FREE



No Risk. We eliminate the risk of a long term commitment with a 30 day cancel anytime policy - and also have preferential pricing for start-ups and early stage companies - allowing you to allocate your funding toward other aspects of your growing business.




SCHEDULE A DEMO OR START A FREE TRIAL


REQUEST HERE

AccTRACKER CRM: 708 Third Ave. 6th Fl. NY NY 10017





acctrackercrm.com