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Sales
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The BlueWhaleCRM Sales Module enables you to easily track and manage your sales
activities throughout your organization.
The dynamic data features of BlueWhaleCRM, paired with the automated workflow engine,
enable you to streamline your processes and concentrate on closing sales rather
than performing administrative tasks.
The Sales Module of BlueWhaleCRM enables you to track and manage the entire sales
cycle from lead generation & collection, through prospecting, on to closing
and then to support and follow-up sales.
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Leads
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BlueWhaleCRM provides a way to import "un-qualified" contacts, as an object called
a lead. When working with Leads in BlueWhaleCRM, users can search, view and update
information about the lead from one page, making it perfect for a call-center or
telemarketing environment. Leads can be entered into the system either through
the import function (importing from a spreadsheet), or by utilizing the BlueWhaleCRM
API. This method is ideal for connecting a website contact form or another
existing application that is doing the lead collection.
Once a lead has been qualified, it can be converted into a contact with the click
of a button and then opportunities can be created and tied to the new contact.
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Contacts & Accounts
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Contacts and Accounts in BlueWhaleCRM are used to track relationships with your
customers. Accounts are used to hold information about the accounts with which your
organization communicates, and contacts are the people associated with those accounts.
While contacts can be associated with accounts, they can also stand alone by themselves.
The Contact & Account Management portions of BlueWhaleCRM enable you to enter
information about these items to be accessed globally by your entire sales and support
teams. The Contact & Account screens enable you to see all of your interactions
with these people including Opportunities and Cases, notes, attached files, and
mail, giving you a 360 degree look at your customers.
BlueWhaleCRM's mail template functionality enables you to send HTML emails based
on pre-defined templates and dynamically include information from the Contact &
Account records.
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Opportunity Management
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An Opportunity in BlueWhaleCRM is the core workflow object used to track all pending
sales with your customers. From the Opportunity you can track referrals, values,
notes, closing percentages, sales phases, priorities, attach files, write notes,
and send emails through the Opportunities. Additionally, by using the workflow functionality,
you can automatically route opportunities to different departments or to specific
people based on the current stage or any other information captured.
BlueWhaleCRM enables you to create Tasks as additional work items that are linked
to your Sales Opportunities. This enables multiple people to work simultaneously
on different tasks related to the same opportunity. Automated workflow routing and
email management can also be applied to tasks to alert users when they have new
tasks assigned to them.
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Reporting
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A CRM system is only as good as the data you can get out of it. That’s why we’ve
built an extensive ad-hoc reporting engine into BlueWhaleCRM. The reporting module
has over 35 pre-built reports, each allowing your users to define custom criteria,
select custom output fields, and save the parameters for running the reports at
a later time. This means you can customize reports to look at each of your sales
people, support representatives, top accounts, or anything else you need, and you
will have access to these custom reports with a single click. After running the
reports, BlueWhaleCRM enables you to export the reports in spreadsheet or word processing
format for offline access. As BlueWhaleCRM is a completely data driven application,
delivering custom reports to your users is as simple as writing the report and inserting
it into the database. It will then be available to all users in your organization.
Additionally, BlueWhaleCRM's MS SQL Server architecture and relational data model
make connecting to external reporting tools a snap. SQL Reporting Services, Crystal
Reports, or any other commercial reporting tool can easily be hooked into BlueWhaleCRM
to take data analysis a step further. By using CUBEs through various OLAP based
tools, full analytics can be obtained based on the information captured in BlueWhaleCRM.
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Purchase BlueWhaleCRM
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Shop the TechWhale store for offers on BlueWhaleCRM and support programs.
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Shop
Now
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Live Demo
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Try BlueWhaleCRM out for yourself with our live, online demonstration.
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Learn more
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Support
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Registered users click here to access TechWhale Support.
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Support
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Partners
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Interested in becoming a reseller or VAR?
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Learn More
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