Sales Automation and Management

At the core of Saratoga CRM™ is a robust sales force automation (SFA) system that lets you track and manage all prospect and customer relationships in unique ways that empower your people with instant access to virtually any information they may want or need to drive the sales process.

Empowering your entire sales team

All solutions - even "no-software" - provide the CRM basics. But to truly maximize your company's sales effectiveness, you need a CRM system that helps everyone involved in the sales cycle work at peak efficiency, both individually and as a high revving team. Saratoga CRM gives everyone in your organization unique and powerful tools to help them perform at their peak.

Customizable Dashboard

Work Smarter with Visual Advisor

Saratoga CRM's exclusive Visual Advisor analytics package gives executives and sales people powerful tools to help close more deals and spot deal breakers before it's too late.

Opportunity Analyst - Provides a dynamic view into your customer or prospect organization to help you identify the critical influencers in every deal. You can interactively view the overall organization, identify who is in the critical path, and who has or has not been contacted. You can then drill down to view detailed contact history and info on any individual.

Intelligent Forecaster - Gives managers and executives a real-time overview of pipeline and forecast, as well as the ability to view individual account details in a graphical format that permits fast identification of deal status. Predefined alerts immediately notify of any significant change.

Every sales force is different. So is Saratoga CRM for sales.

Your sales organization is different than every other. And to gain a market advantage, your sales organization must outperform your competitors'. So don't choose a CRM solution that forces you to adapt to its processes - very likely the same processes as your competition.

Saratoga CRM is built on a fundamentally different architecture that is flexible to adapt to your sales organization, not you to it. Which creates new opportunities for you to compete more effectively. And Saratoga's flexibility enables you to expand, evolve and change to keep your business agile and competitive.

Increase sales and account management effectiveness:

Manage accounts effortlessly with integrated email, calendar, notes and key back office information
Profile and score leads as you track them through the sales cycle
Generate customized reports easily
Record complete relationship history for accounts, contacts and correspondence
Analyze pipeline and forecasting
Tailor CRM processes to your specific business needs
Identify deal-stoppers for timely resolution
Produce comprehensive reports for analysis of actual (not historical) data

Manage partner and channel sales more successfully:

Drive more revenue through the channel
Monitor channel effectiveness continuously
Manage leads through the partner/channel sales cycle
Extend your SFA system to include your partners and distributors

How you benefit:

Increase direct and channel revenue - close more deals, faster
Increase system usage by providing value-add to user
Improve productivity by streamlining routine tasks
Create revenue through cross-selling and up-selling opportunities

RESOURCE CENTER

Analyst Reports, White Papers and more.

» Download

"Saratoga CRM for sales helps our field sales force efficiently service more than 30,000 independent agencies..."

Paul Cross, IT Manager, Progressive Insurance

"The flexibility is what impressed us the most... Saratoga CRM adapts to our organization instead of forcing us to adapt to it, unlike other industrial grade CRM offerings"

Larry Bassett, Director of IT, Phoenix Contact