SourceMatrix’s CRM
The clean interface and refined processes in our contact management module were designed to streamline your sales and marketing. Our CRM consolidates customer information and sales/marketing tools into a single repository, making workflows much simpler when it comes to managing and automating the customer lifecycle. Additionally, our CRM module contains the following features:
Third Party Integrations
Integrating a CRM with other commonly used third party applications streamlines many of your company’s most time-consuming tasks. The ability to integrate your company’s email client (e.g. Outlook) and email automation tool (e.g. Mailchimp) will allow you to easily manage communication with all of your linked email correspondences.
Task Management
Our CRM allows you to link assignments to client or company profiles to manage all related tasks. A helpful notification provides you all of the information about the task, as well as any notes or reminders added by the user.
Company & Contact Centric Search Functions
SourceMatrix’ comprehensive CRM features company and contact centric search functions. This allows users to conveniently add detailed information about every single contact, and use that information for advanced personalization in lead nurturing.
Designed For Distribution
SourceMatrix was designed from the ground up to accommodate the needs of electronic component distributors. Choosing an electronic component distribution software is a difficult task, and it doesn’t get easier when trying to optimize a software system that wasn’t designed for your industry. Let us show you how our dynamic electronic component distribution software will drive the advancement of your business.
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Powerful tools
Classifying, qualifying, and managing the companies within your CRM is one of the most crucial function of the system. SourceMatrix’s CRM is equipped with all of the essentials for electronic component distributors. While you can customize and configure SourceMatrix to meet your specific preferences, our core setup includes features such as:
Company Classifications
Collecting and managing information about your customers and prospects may seem monotonous and insignificant, but this process is crucial for your salesforce. SourceMatrix features all of the fields that you need, and none of the fields that you don’t. Our intelligent CRM also adjusts its detailed fields based on company classifications and provides only the fields that are relevant to each company.
Company Rating System
Qualifying your leads is an extremely important part of contact management and the sales process as a whole. Identifying your ideal prospect and directing your sales and marketing efforts towards them will dramatically improve the effectiveness of your salesforce. Our simple rating system gives your team insight into how a company performs at a glance.
Concerned about the implementation process?
Before taking the first step to implement SourceMatrix, our Startup Success Plan ensures that you are building on the right foundation. We offer live on-site or virtual training from our original team of developers to guarantee a quick and effective startup. SourceMatrix also provides quality instructional videos to direct your team through the learning process. Additionally, we recognize the importance of customer service and support, and we’ve determined to set ourselves apart in our industry through our exceptional support team.
Our business is built on your success!