Affordable Customized SuiteCRM™ Benefits
A cloud-based, affordable customized SuiteCRM™ system lets your staff make the most of every customer interaction instead of wrestling with software that doesn't fit. Its reporting tools keep management informed on scheduled activities in real time, so nothing falls through the cracks and every opportunity stays visible.
Every benefit below comes standard with your LPH Custom SuiteCRM™ system—no upsells, no surprise add-on fees.
- Cloud-based and permission-controlled, with your logo and colors
- Fields, screens and status terms customized to your business
- Imports from Salesforce™, Microsoft Dynamics™, ACT™, Goldmine™ and Outlook™
- Pipeline, forecasts and activity reports for management
- Email campaigns, task reminders and project tracking built in
Beyond a quote request: an online RFQ can create a complete SuiteCRM Lead that serves sales, engineering, controls, manufacturing, installation and management. See how the RFQ-to-Lead workflow works.
LPH Custom SuiteCRM™ Set Up & General Information
- LPH customized CRM is cloud based. Your customer database is accessible (with granted permissions) using a web browser from anywhere with Internet access. All information is available in real time, eliminating periodic uploads from desktop programs.
- Because access is permission based, access to proprietary information is limited. The user is able to see only information their permissions allow.
- The look and feel of the program is customized with your color scheme, logo, etc.
- Contacts are easily imported from Salesforce™, Microsoft Dynamics™, ACT™, Goldmine™, and Outlook™ (see database conversion).
- LPH Custom SuiteCRM™ Solutions converts MS Access, CSV, TXT, and DBF files to SuiteCRM™ file format.
LPH Cloud-Based CRM Contact Management: Customized Layout and Fields
- Contact, Account and Lead screens are customized to include only the fields relevant to your business.
- Custom fields are added to make LPH SuiteCRM™ fit your exact business requirements. See customization examples.
- LPH uses customer-defined terms to assign status and define progress to leads, contacts and project tasks.
- All recorded activities are automatically posted to customer accounts. A summary of all activities is viewable in real time.
- All emails are posted to the account's history for sales/management reference.
Enhanced Project/Task Management
- LPH Custom SuiteCRM™ is an excellent management tool. All scheduled activities are visible: reports are generated evaluating activities scheduled vs. activities fulfilled.
- When due dates and times are assigned, email reminders are sent as deadlines approach.
- Tasks may be assigned to contacts, sales members, contractors—anyone involved in follow through.
Better Managed Sales Opportunities
- LPH Custom SuiteCRM™ auto generates a sales pipeline for salespersons and an overall one for management–ensuring all projected sales are visible and updated in real time.
- LPH Custom SuiteCRM™ gives closing ratios and won/lost business ratios: trends are immediately noticeable, allowing real time adjustments and maximizing sales results.
- Presentations, files, and PDFs may be attached to specific contacts and shared with cloud access from anywhere.
Effective, Easy-to-Manage Email/Media Campaigns
- Campaigns may be established with multiple email templates sent to specific customers, e.g. nine different email templates to single or multiple customers with 1-2 clicks (vs. sending nine separate email templates, each one individually).
- Newsletters and Email Blasts can be directed to the entire customer database– or you can target specific customers by groups, e.g. industry groupings, customers targeted for "specials," or customers needing a specific product or service.
- Newsletters and Emails may be scheduled to automatically send at specific times.
- A record of the Newsletter or Email blast is attached to each recipient.
LPH Custom SuiteCRM™ Reports
- Standard SuiteCRM™ reports are supplied with your LPH Custom SuiteCRM™ setup. LPH Standard reports include: a User Report with four sub reports covering major activities (used to track someone in sales); an Activity report showing all sales opportunities; a Closed Deals Report showing all closed business; an Opportunity Detail Report showing sales opportunity details by account; and a Pipeline by sales stage pie chart report.
- Customized reports are also available. See LPH SuiteCRM reports.
Excellent Management Oversight – All Activities Are Visible
- LPH Cloud based CRM provides excellent forecasting capabilities; forecast reports are generated from pipeline data.
- LPH Custom SuiteCRM™ automatically generates a pipeline visible to sales AND visible to management.
- All activity–or lack of–is visible, providing management with an excellent oversight tool.
- Management has real time information, excellent reports and better control of sales and support personnel's interactions with customer. Customers are better serviced and satisfaction goes up.
