Perfect CRM
A cloud integrated digital marketing and sales platform,
extremely powerful, very easy to use,
that is putting together all the instruments
needed by marketers or sales teams.
Perfect CRM
is a complex application that generates, automates, and manages the relationships with your customers helping you generate and optimize revenues from profitable opportunities.
perfectcrm
PERFECT CRM integrates into one platform:
Marketing Campaigns, Contacts, Marketing Lists, Sales, Products, Price Lists, Sellers KPI, Activities, Quotations, Opportunities, Email/SMS/Whatsapp/Calls Campaigns together with the online applications Perfect Landing, Perfect Shop and Perfect Helpdesk.
Perfect CRM is a Customer Relationship Management application that helps you automatically manage your contacts, score and tag them, generate marketing lists considering their profile, make quotations, and follow the opportunities/deals you have with them.
Perfect CRM is in the same time a comprehensive "calculator" that is showing your digital marketing campaigns' efficiency and is providing you the tools to improve them continuously.
Perfect CRM provides you the tools to generate, Emailing, SMS, Whatsapp, and Calls Campaigns.
campaigns
campaigns
Using PERFECT CRM you can build outstanding Marketing Plans that are structured like this: each Marketing Plan contains many Campaigns, each Campaign contains many Marketing Projects, each Marketing Project contains many Tasks, each Task has associated Costs generated by third parties or own resources. The Campaigns can be built from scratch or can be generated using the Campaign Generator that aggregates the most successful marketing projects.
marketing projects
The Marketing projects are the unit base of the Marketing Campaigns. At the project level, we can calculate the costs and also the income generated by the accounts. For each Marketing Project we can calculate the ROI. The TOP projects, projects that are generating a lot of leads and income, can be selected and can be used to generate a new Campaign. The new optimized Campaign will bring more revenue. In such a way the Project ROI will be bigger and bigger.
tasks
Tasks are the components of a Project. The Project's time limits are done by the dates when the Tasks are done.
issues
Projects Issues can be listed and solved as soon as possible by the management or the Project Lead.
contacts
accounts
Accounts are Companies or Persons with all the needed information filled (names, address, email, company name, bank accounts, industry field, account tags, account scoring, contact persons list, maps location, marketing lists, activities, quotations, opportunities, etc.). You can email, send an SMS or Whatsapp message or Call by clicking one button, on the contact person. You can subscribe or unsubscribe manually your clients from different Marketing Lists.
scoring and tagging
You can define many scoring systems to evaluate your accounts from different perspectives. You can score them considering many criteria like their budget, expected purchase time, location, their authority, etc. In the same way you can tag the accounts in order to filter them easier. Having the accounts scorings and tags you can profile them and generate different customized marketing lists.
leads
Leads can contain only one email address for example but still can be contacted via emailing campaigns. You can import leads from Excel, Facebook, etc. You can do the full set of activities with them, emailing/SMS/Whatsapp/Calls campaigns. The Prospects from PERFECT LANDING, the Customers from PERFECT SHOP and the Subscribers from PERFECT HELPDESK are automatically copied in Leads.
marketing lists
The marketing lists contain accounts and/or leads based on different criteria. They are used mainly for Email, SMS, Whatsapp and Calls campaigns. Marketing List themselves can be manipulated using operations like: Add To, Subtract From, Move to. Marketing Lists are automatically generated using the Accounts Marketing List Generator, Leads Marketing List Generator or, when you move Leads in Accounts for example.
sales
sellers
Sellers are the sales agents that are operating the CRM. You can set KPIs for each seller based on sales, margin, new leads, or the number of activities (number of calls, number of visits, etc.) for any period of time (month, quarter, etc.). You can define more sellers' teams to split the company revenue by sales channels.
quotations
Being a multi-currency platform you can make quotations using more currencies, calculating for each item the margin like value or percent and the sub-totals for each currency. You can generate quotations from PERFECT SHOP orders if you like to modify the customer's order (items' quantity, special prices, etc.) saving sellers' time.
opportunities
You can define more opportunities pipelines. The opportunities are tracking in time the quotations or the PERFECT SHOP orders that you made for a certain account. For a better understanding, you have a Kanban view (graphical representation) of the opportunities. You have separate reports for the opportunities revenue from quotations or the opportunities revenue from shop orders.
catalog
settings
Set products' weights, lengths, text attributes (like colors, white, red, blue), value attributes (like warranty, 12 months, 24 months, etc), brands, taxes, categories, subcategories, and sub-subcategories. The brand logo that you add in Brands will be used to replace automatically the product photo in the case that is missing. The taxes will be set for each product according to the countries' legislation regarding the companies or persons.
suppliers
You can add for each supplier, his details, the contact persons, the supplier's currency together with the cost and price coefficients. For product cost calculation you have cost coefficient sets that help you modify in no time the cost of all products. For product selling prices you can have up to 4 partner levels like Bronze, Silver, Gold, etc., and more coefficient sets to adjust prices on the fly. In such a way you can keep a healthy margin for the whole catalog without modifying product prices one by one. You need to know the products' margin for marketing campaigns' ROI calculation. There is available a FAST EDIT menu option where you can edit the cost and prices for large amounts of products or for products imported from Excel, XML, or JSON.
catalog
Products have many settings like partner price levels, price coefficients, currencies, weight, length, attributes, categories, attached files, photos number, and specs fields number. There are switches for active products, online products, accounting products, export products, etc. You can select products to build and export in all formats (Excel, XML, Word, PDF, etc.) customized price lists. There is available a FAST EDIT menu option where you can edit bulk large amounts of products.
perfect shop
You can set up a full-featured multi-language online system that can be configured like a shop, B2B, ordering system, or catalog to display your products or services online.
PERFECT SHOP⟶tools
email campaigns
Create HTML Email Templates for marketing activities and Canned Templates to contact your customers. The trick is that you can use multiple SMTP servers (Local Host, Gmail, Gunmail, Mailchimp, etc) for Email campaigns tracking the number of sent emails and staying within the daily/period limits set by your ISP. Register on the provider site, get your credentials, and follow the recommendations regarding the ports and protocols.
sms campaigns
Create SMS Templates for marketing activities and Canned Templates to contact your customers. We integrate many SMS providers to choose from. You can track the number of sent SMS staying within the daily/period limits set by your provider. The default gateway set will be used to send Quick SMS etc. Register on the provider site, get your credentials and follow the recommendations regarding the format of the phone numbers and the length of the SMS message.
whatsapp campaigns
Create Whatsapp Templates for marketing activities and Canned Templates to contact your customers. We integrate many Whatsapp providers to choose from. You can track the number of sent Whatsapp staying within the daily/period limits set by your provider. The default gateway set will be used to send Quick Whatsapp etc. Register on the provider site, get your credentials and follow the recommendations regarding the format of the phone numbers, message length, and frequency.
Perfect Campaigns CRM application provides you with all the necessary tools to optimize your marketing campaigns up to perfection and generate better campaigns further!
Having the revenue from the Sales module and the cost from the Campaigns module you can calculate the ROI (Return of Investment) for every Marketing Campaign.
ROI is the main indicator in Digital Marketing. Only the ROI indicator shows which Marketing Projects were good and you can repeat or which were bad and you can forget.
crm features.
campaigns objectives
You can set up marketing campaigns with precise objectives like new leads number, sales targets, margin targets, and cost targets.
campaigns generator
Based on previous marketing projects' Return Of Investment the platform can generate new Campaigns with all marketing projects and tasks you need.
A/B marketing projects
You can set up easy A/B marketing projects with different codes. You can compare the A/B projects' ROI and adjust your marketing approach.
products
You can build and update fast beautiful product lists with features like 4 price levels, multi-currency, categories, photos, brands, multiple specs fields, etc.
account based marketing
You can set up in minutes custom campaigns that include marketing projects that fit your customers' profiles. You can group the campaigns by marketing plans.
customer journey
The Customer Journey is done automatically by the system having 5 stages: Visitor, Prospect, Marketing Contact, Sales Contact and Customer.
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