SalesImpaq CRM integrates with Microsoft Outlook to leverage Outlook eMail and Calendar.  SalesImpaq CRM also integrates Hoover’s business intelligence database for Leads with unique business data to provide you with the current account information you need to be successful.  Robust Contact, Account, and Opportunity management is provided in forms, requiring very little typing on your part.  Manage and record Tasks, eMails, Phone calls, Web meetings, Meeting notes, and Events.  Put Fortune 500 sales processes to work to manage your Opportunities, with commission tracking and multiple pipeline reports.  Utilize our universal search capability to easily and quickly find what you’re looking for, saving you time and effort.

SalesImpaq CRM is easy to set up and customize, and provides full-featured assistance with the Help tab, along with access tp multiple partners in the Partners tab.  Importing and exporting data using the .csv file format is also included.  Importing MS Outlook contacts requires only two clicks!

Dashboard:

The Dashboard provides a snapshot of important sales and customer Tasks, your entire Contact database, sorted alphabetically for fast lookup, Opportunities you’re currently working, as well as those you have closed, and Commissions for closed Opportunities.  You are always up-to-date with a managed pipeline, tracking all active Opportunities – to save you time and effort – by eliminating the need for you to run reports to know what sales process stage you’re in, the amount of revenue you’re targeting, your pipeline and revenue forecast, and commissions from closed Opportunities. Learn More…

Leads:

Never have a Glengarry Glen Ross, “The leads are weak. The ____ing leads are weak?” moment ever again in your sales career.

The Leads tab within SalesImpaq CRM places you in control of your sales efforts through trust and the resources of a Fortune 1000 company, Dun & Bradstreet.  Regardless of whether you’re working for yourself or in a large company, gaining access to 27 Million Leads and 36 Million contacts, including phone numbers, titles, and addresses through Hoover’s, is a must have sales tool, even if you have to pay for it yourself.  Identify and import by SIC Code, Company Name, Contact Name, Area Code, Zip Code, City, State, and Country through the Hoover’s trial, then subscribe for as little as $24.99 per month.  Save more money and select the Hoover’s annual subscription for $239.99.  Build the perfect target list in minutes – and do it for free during the trial period. Learn More…

Contacts:

Adding, editing, deleting, duplicating, and managing your contacts within SalesImpaq CRM is very simple.  The Contact form is easy to use and allows you to store standard contact information as well as a Skype address, Picture, and Profile link from your favorite social network – like Linkedin or Facebook.  Create a custom field to personalize your contact form.  Import your MS Outlook contacts with one click.  Select Setup / Import data / MS Outlook .pst and press the enter button.  MS Outlook will ask you for permission, and once provided, SalesImpaq CRM will automatically import your entire contact folder. You can also import files from MS Excel and other applications that generate a .csv format. Learn More…

Accounts:

Add, edit, duplicate, delete, and manage your accounts within the Accounts icon. Utilize the drop down menus to save you time and effort when selecting account Type, account Status, and Priority.  An Account ID is automatically provided for each account – for easy tracking and management.  Utilize Notes and Description so you’re always prepared and up-to-date prior to and while engaging your customers. Learn More…

Opportunities:

Opportunity, pipeline, and commission management is the “secret sauce” in SalesImpaq CRM.  The Score Board automatically calculates your Forecast and Booked revenue, along with your sales Commissions from data fields within the Opportunity form. Utilize the Fortune 500 sales process is provided as standard, or customize the Opportunity form if needed.  You control and manage the sales Stage, Close Probability, Estimated Close Date, Sales Type, Status, Priority, Commission Rate, Recurring Revenue, and most importantly, the Booked Revenue amount. Learn More…

Calendar:

SalesImpaq CRM uses the Calendar function within MS Outlook.  For simple Calendaring functions like creating a meeting, setting up a phone call, planning for follow up, a conference call, or to simply pick up the kids, use this calendar function shared by SalesImpaq CRM and Outlook.  Keeping your life simple and organized is key to your success. Learn More…

eMail Campaign:

SalesImpaq is partnering with PoliteMail to provide outstanding eMail marketing capabilities for MS Outlook users.  Accelerate your prospecting by focusing on the prospects who actually open and read your eMail communications.  Improve your timing by knowing exactly when someone opens your eMail, how many times they open it, or forward it to other people.  Create “one to many” eMail Campaigns without spamming.  Start that newsletter you’ve been thinking about by utilizing custom templates and build your own look and feel by adding your company logo, pictures, attachments, and web links.  Track what eMails are being opened, when, and by whom, without your customers knowing you’re receiving notifications and reports on the details.  Measure the effectiveness of your eMail Campaigns to grow your business and close sales faster. Learn More…

Web Meeting:

Using an effective tool to engage your customer, demonstrate your product or service, maintain control of your presentation, present proposals, and review RFPs has never been easier or less expensive.  Through our partnership, Mikogo (Me-ko-go) is providing a free Web Meeting tool that’s similar to those expensive applications costing $40 – $100 or more per month.  Conduct the perfect web meeting with up to 10 participants, use an electronic whiteboard for collaboration, switch presenters, and provide “remote control” on your PC for technical support, meetings, or to send large files.  You can also use Skype and SalesImpaq CRM to keep the entire solution free. Learn More…