Core CRM – Launched 2008!

You no longer need an expensive or time-consuming separate CRM service to use with Barbour ABI’s project or company leads. We can now offer a fully integrated Diary and Opportunity/Pipeline forecasting function – Core CRM services for you with no fuss.

Diary – Create and track meetings or calls related to projects or companies within your ABI subscription. Set and receive reminders as you use the system about upcoming and overdue calls or other events you have set for the day. Associate meetings to particular projects or companies to track, understand and review the efforts you have made to make or progress a sale. Track customer contact and see where others in your organisation have made contact.

If you need details of events in Microsoft Outlook these can easily be downloaded or you can use the handy Evolution Weekly Diary view online to actively manage your calendar.

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Opportunity/Pipeline forecasting – Whether your sales team is one or 1000, forecasting revenue relies on your team being able to record the facts about a potential sale quickly and reliably; how much, how likely and how long!

Evolution CRM makes recording these facts easy and quick, as well as providing historic tracking of an opportunity as it progresses and the ability to make notes and share the opportunities across your organisation.

With our simple Top 10 Open Opportunities, Weighted Pipeline and Alert reports you can quickly identify your largest potential sales, entire sales pipeline, forecast revenues or even find opportunities that have exceeded targets for time at a particular sales stage.

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What could Evolution Core CRM mean for me?

Evolution Core CRM is a compelling argument for organisations of any size looking to achieve additional value from their ABI subscription. Consider these benefits:

• No need to spend on a separate CRM system.
• No valuable time wasted exporting your ABI lead data into another CRM system to do follow up work on.
• No time or money to spend on configuration or development work to import ABI’s project or company information into other CRM systems.
• Avoid time wasted getting updates because your CRM system is out-of-date after project or company information is updated.
• Add and manage users yourself online just as you would for other ABI services.

Talk to one of our Sale representatives today about how Evolution and our Core CRM services can transform your business.