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Exsalerate Is The Only CRM For Small To Medium Businesses

Thursday 26 May 2016, 10:41AM

By Beckie Wright

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Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyse customer interactions and data throughout the customer lifecycle.  The goal is to improve business relationships with customers, assisting in customer retention and driving and, to this end, Exsalerate is the most effective, affordable online CRM software for small to medium businesses. As their website boasts, “You can be running the best CRM and building the strongest relationships in less than five minutes. Try it for free”.

Always at the forefront of new technology, Exsalerate have developed a mobile app which works on most platforms, so people can ‘exsalerate’ their sales anytime, anywhere. Exsalerate Mobile is an html 5 app so will work on most mobile browsers and tablets. Users can save the log-on screen as an icon on their device for quick access. All that is required is that people log on for each session which serves to protect their data in case they lose their phone. As they log on to the landing page in Exsalerate Mobile, users will have an overview of their upcoming meetings. They can then drill down to the detail of each meeting, and can view their tasks by touching the light bulb icon on the top menu bar.

Similarly, the Exsalerate Mobile menu makes it easy to find prospects or contacts. Users can create a WorkflowMax job from Exsalerate and notify stakeholders in WorkflowMax that they’ve been assigned to the job, saving both time and money. They can also add new customers to WorkflowMax with a click, and create new jobs from Exsalerate who provide direct links to all jobs, quotes and notes.

Exsalerate can also connect with Xero to access real time information about clients. Sales revenue is displayed by account code and Exsalerate provide direct links to all invoices. People can also fine tune their database to send targeted campaigns through Exsalerate’s Mailchimp integration. All company emails are saved against a client's profile in Exsalerate so everyone has access to the latest information.

For more information about Exsalerate’s products and services, please go to http://www.exsalerate.co.nz.