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In-Depth CRM Review
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CRM Category: Field Sales Support – Cloud
Sub-Category: Customer Service/Inventory Management
Seats: Small Enterprise
About the Company:
For over two decades, Alterity has been a leading supplier of business software solutions for small and medium-sized businesses. Alterity is dedicated to delivering tools for growing companies to manage their businesses more effectively and improve productivity and profitability. The Alterity team’s depth of business, technology and accounting knowledge provides a level of real world experience that enables relevant and innovative development delivered in a high-quality and consistent environment.
Alterity’s award-winning Acctivate solves inventory and distribution needs for businesses worldwide, while also delivering a complete business management system.
About the Product:
Small Business CRM Software for Quickbooks & Intacct
Transform your customer relationships with Acctivate
More than contact management, Acctivate CRM is for ALL customer-facing personnel in your business.
- Easily manage the sales cycle from prospect to implementation
- Assist customers with confidence knowing all the required information is at your fingertips
- Minimize risk & maximize cash flow with powerful credit management tools
Acctivate Salesforce Automation
Transform your small business CRM and sales activities with Acctivate salesforce automation tools
- Lead management: Online lead capture, offline list imports, lead assignment, customizable leadqualification data fields, & lead history information
- Contact & customer management: Manage & share an unlimited number of contacts & accountprofiles, create custom-defined fields, maintain complete customer history, search capabilities
- Marketing lists: Manage prospect & customer marketing communication materials, unlimitednumber of mailing lists, Acctivate Mail Wizard for exporting lists, Acctivate Broadcast email Wizard
- Sales opportunity & activity management: Custom-defined fields, Customized naming,sales cycle phases & probability increments, Activity management, Alerts
- Sales order management: Customer information & detailed purchase history, credit status,customer service history, Acctivate Quick Quote, convert quotes to orders with 1 click, mobile sales orders
Acctivate Customer Service & Support
Ensure consistent, personalized care for your customers with the Customer service & support tools designed for small business CRM
- Customer service: Service ticket management, customer communication tracking, escalations & alerts, reminders & collaboration, customer information repository, return merchandise authorization (RMAs), custom fields, search capabilities
- Help Desk & Technical support: Trouble ticket management, communication tracking, custom fields, search capabilities, escalation management, reminders & collaboration, capture billable and non-billable time and materials
- Issue tracking & management: Tracking & trending of product issues, defects, bugs, service issues and product enhancement requests
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Acctivate:
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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