RedHorse CRM Features Overview
RedHorse CRM has the power you need at a price you can afford!
Combining the core RedHorse CRM modules (Contact & Account Management, Sales Automation, Marketing Automation and Customer Service/Help Desk) with Integration for Outlook, the External Integration functions (for connecting to third-party databases) and QuickBooks Integration; RedHorse CRM offers an unprecedented level of power and flexibility for small businesses looking to move beyond simple, under-powered single user and work-group Contact Relationship Management solutions.
Because small businesses need a cost-effective solution that will meet growing needs, RedHorse Systems offers affordable purchase options, like RedHorse Express, with simple CRM functions that can be upgraded to the full RedHorse CRM edition when businesses grow beyond simple activity and contact management. There are also versions dedicated to specific industries, like Real Estate professionals, that are built to reflect the unique needs they have. For a complete listing of the differences between versions, please click here.
Contact and Account Management
Record detailed information for prospects, customers, and vendors, both at the company-level (Accounts) and for individuals (Contacts). Empower your employees to provide a higher level of customer service with a complete record of communications, including phone calls, e-mails, meetings and presentations. Easily review upcoming activities, sales opportunities, attached documents and integrated information from other databases, all from a comprehensive, customizable Main Contact Screen. RedHorse CRM includes fully-integrated scheduling and task management to track both internal and customer activities, including multiple participants and resources, with pop-up reminders and customizable To-Do's and Calendars.
Sales Force Automation
Manage customer accounts throughout the sales cycle. Capture and import leads, distribute them and create automated follow-up reminders for qualification. Track detailed opportunity information, including competitor information, and create customized sales stages, based on projects or product lines. Use the powerful Opportunity Management Sales Funnel to forecast future revenue, and target the most profitable accounts. RedHorse CRM includes an integrated quoting system and fully-featured inventory, part, and pricing management functions. Create quotes and print, e-mail or export them, or merge information into Microsoft Word or Excel.
Marketing Automation
Using RedHorse CRM's comprehensive marketing campaign tools, you can build lasting and profitable customer relationships by executing effective and timely campaigns over both traditional and electronic channels. Create targeted e-mail campaigns for automated execution and follow-up and use integrated data mining and contact grouping to optimize multi-channel marketing. Realize significant value and gain lasting competitive advantage through ROI analysis. Track the effectiveness of campaigns, comparing potential and actual responses and sales, and invest your marketing dollars more effectively.
Customer Service / Help Desk and Ticketing
Empower your customer service, help desk or support staff, with an integrated system that not only tracks communications, but provides the comprehensive overview needed to improve customer satisfaction. Track inquiries and issues, build a knowledge base, create contracts and SLAs (Service Level Agreements), and track RMAs (Return Merchandise Authorizations) all directly in RedHorse CRM. Take advantage of advanced Business Intelligence features to build support rules that automate labor-intensive processes, such as routing and confirmation.
Business Intelligence / Dashboards
RedHorse CRM allows the creation of unlimited customized graphical dashboards that can include activity, sales, marketing, customer service and integrated data. Users at all levels can quickly view "snapshots" of critical data in a single comprehensive screen, based on permission to access it, which is controlled by the administrator.
The Dashboard is a business owner's "right hand man" who knows exactly what's going on at the company at all times. That's because the Dashboard function is configurable so that it puts critical information on fundamental business metrics at your fingertips in real time -- all in a graphical, easy-to-read format. Using this tool, you can automatically create performance displays and indicators specific to your organization.
Information can be presented in various graphical formats including bar graphs, pie charts, or lists and your dashboard can be conveniently accessed within RedHorse CRM. You can click on the graphics to drill down for further detail and you can even email any dashboard screen layout to others in your organization from within the dashboard. For example, if you want to track your company's sales metrics, you can slice and dice data to reflect key performance indicators such as top selling products, salesperson productivity, net sales by month, etc.
If you are currently using a patchwork of stand-alone business applications (e.g. accounting, CRM, e-commerce) and experiencing difficulty obtaining current information on sales, inventory levels, and other key metrics, then RedHorse CRM's dashboard tool is the solution to your problems.
Project Management
Unlike other CRM software, RedHorse believes that managing projects is an essential business need for every organization. This is why, project management is included as part of RedHorse CRM's core product. RedHorse CRM's built-in project management features include the ability to link related records with single or multiple contacts; even sub-contractors and vendors. Tasks and sub-tasks can be created. Then activity records can be linked to these tasks, to record more specific information, including times, participants, resources and notes. With Project Management, RedHorse further enhances the 360 degree view by enabling quick review and access all projects from any related Contact or Account record.
Work Flow Automation
Managers can easily design workflows to help ensure that your company processes are carried out consistently and efficiently. Users can then access these dynamic workflows to guide them through both customer inquiries and internal procedures. Workflow icons can launch windows and perform functions within RedHorse CRM and launch third-party applications.
Much, Much More
There are many more features to the RedHorse CRM product than can be listed here. Select any of the item on the menu to the left to see more detailed explanations of the functions included in the RedHorse CRM product. More functionality is being added every week, based on customer feedback; so if there is something you need that is not listed, let us know. The developers at RedHorse Systems are very responsive to suggestions and can incorporate your suggestions quickly.
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
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