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  Contacts Management

  Blue represents the ocean: There are all kinds of fish in the ocean. Big fish, little fish, and even jellyfish. Your contacts are the same. Delivery people, customers, and probably even your relatives. So, don’t forget to call mom.

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  Task and Activities

  Tasks are red because it says action or emergency: Task are things that need action, need to be done, important things! Calls to be made, meetings to take place and inventory that needs to be sent out.

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  Leads Management

  Brown is like panning for Gold. That’s why we have coded the leads with brown. You have a lot of rocks and mud when you scoop up everything. Here you need to sort out the rocks from the gold nuggets. .

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  Projects

  “There is gold in them thar leads“Gold is for projects: Here we have sorted out the leads and are left with our gold nuggets. The sale needs to be made, time to close it all up all the loose ends and get the inventory to the customer.

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  Quotes and Invoicing

  Green is for money: That’s why we color coded invoices green. So it’s time to write the invoice and bring in the green.

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  Campaigns

  Well purple really does not mean anything but we needed another color so we decided on purle for campains..




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  Stock

  Stock and pricing data intergrates effortlessly with accounting and invoicing modules. All modules draw on the same set of data, so you only have to input the data once.

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  Rights Managment

  This Module is for Media, entertainment, software and other intellectual property owners. We provide solutions that enable customers to more profitably manage the ever evolving rights management landscape. Maximise licencing and formats opportunities and Capitalise on new media markets.

Editions & Pricing
Customer Relationship Management and Sales Force Automation Software

Basic Suite USD199,00

Contact Management

Task Management

Leads Management

Project Management

Stock Management

Invoicing & Quotes

Additional Licenses USD169,00 (1-2) + FileMaker Pro License for each License: USD 299
Additional Licenses USD149,00 (3-5) + FileMaker Pro License for each License: USD 299

Option: Rights Management Module USD299,00

Option: Campains (Newsletter intergration) USD 49,00

Option: Contacts Import USD 29,00

 

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What is CRM?

The letters CRM are used to descriibe a business software that is designed to bring all the information about people you know or people associated with your business together in one place. CRM is sometimes also reffered to as:

Contact Relationship Management

Customer Relationship Management

Client Relationship Management

Whatever you prefer to call it, one thing is for sure, a good CRM Software will help you grow your business,save time, reduce cost and help better serve your customers. CRM should not just be thought of as a software but more a complete business strategy. Its a stategy to learn everything about your customer and develop better business relationships. In addition to a contact manager module a CRM suite should also include a calender and task management module so you can keep track of calls appointments, meetings. and emails to send out. One thing that should always be considered when purchasing a CRM software.. Ease of use... The most expensive and featured filled system will not help if employees do not use it because of large learning curves or make mistakes due to confusing menues. At Samurai CRM our motto is "Smart but Simple" It's our philosphy of offering software that has powerful features but still is easy to use.

Contact Management Features

Create activities and email contacts direct from contact manager
Assosiate other Contacts, Organizations
List Views and search funtion for all major modules
Duplicate checking and the ability to merge records
Unlimited date- and time-stamped Notes and History
Share Notes and History between multiple sales personel
Direct internet address clickable
Campaign the customer has been part of.
Attached files in pdf or other formats. (like signed delivery notes)
Outstanding Quotes
Contact search funtion for all fields
Contact Modification only through authoried users

Task or Activity Management Features

View at a glance all open Task, Leads, Projects
Schedule calls, meetings, and to-dos, plus custom activities
Set and sort priority, activity, user
Create and manage single or repeating Appointments
Activity alarms; Calendar pop-ups; Notifi cations window
reminds you of upcoming events
Grant calendar access by user
Link events to contacts
Activity Reminders/Alarms

 

See Also:

Whats the difference between CRM & SFA?

CRM-Definition

What should I look for in a CRM Software?

 

Customer Relationship Software Training Center

Video and Interactive Training

Customer relationship management (CRM) text, screenshots, videos and features coming soon. Sign up now for our lauch date discount.

Contact

Samurai CRM

About Us

• At Samurai CRM our motto is "Smart but Simple" It's our philosphy of offering software that has powerful features but still easy to use. One of the largest challenges that customer relationship management systems face is poor usability. The worst thing that can happen when purchasing a CRM solution is for the employess to reject it because of a long learning curve. Find out why people are saying SamuraiCRM is so easy to use. Download your free trial today.

   

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Rights Management Module Release at MIPCOM 3-6 October 2011, Cannes, France

Samurai CRM will release its rights management module at the upcoming MIPCOM 2011
Combining the tools of a CRM " Customer Relationship Management " system together with a Rights Management module for owners and distributors dealing in Intellectual property (IP) rights .
Samurai CRM was developed as a lowcost software to help small to mid-sized companies better market their products, increase sales and save time.
To register for a demostration please contact us for an appointment.

Customer relationship management (CRM) text, screenshots, videos and features coming soon. Sign up now for our lauch date discount.

Stock

Sales Force Automation (SFA) system

Customer relationship management (CRM) text, screenshots, videos and features coming soon. Sign up now for our lauch date discount.

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