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What is SalesOptima Stratus?

SalesOptima serves as an ideal choice for both individuals and businesses seeking a streamlined alternative to traditional CRM software. This online contact management platform is fully equipped with the essential tools necessary for the effective operation of a small business. Its user-friendly homepage allows for quick and easy access to your contact information, enabling seamless management and interaction with your connections. Accessible from any computer or mobile device, it ensures that vital business information is always within reach. With innovative Sales Optimization features, productivity can be significantly increased, allowing you to complete more tasks in less time. Additionally, SalesOptima allows you to create various web forms to collect data from your website, which can help initiate sales and automate workflow campaigns effectively. You will also have comprehensive oversight of the timing between workflow events, giving you the ability to craft and maintain customized processes for sales, marketing, and customer service. This adaptability ensures that you can fine-tune your strategies according to the specific demands of your business, ultimately leading to enhanced success and growth. By leveraging the full range of features offered by SalesOptima, businesses can experience a remarkable transformation in their operations and client relationships.

What is Contact & Sales Manager?

Create a detailed database of external organizations that encompasses customers, potential sales leads, vendors, and other relevant entities. Each organization should have documented individual contacts, and all related activities for these contacts must be scheduled and monitored systematically. It is vital to manage all sales opportunities linked to existing clients as well as potential prospects diligently. The repository should include entities that have been in communication, which may range from current customers to prospective clients, as well as current vendors and potential suppliers needing ongoing interactions. Moreover, tracking every sales opportunity is crucial for analyzing and efficiently reporting on the sales activities of individual sales personnel and the organization overall. Carefully record the sources of the leads being pursued to determine the most effective allocation of marketing resources. Additionally, keep an updated overview of the status of every sales opportunity, including estimated closing dates, to enable timely follow-ups and informed strategic planning. This organized methodology is essential not only for enhancing sales performance but also for fostering meaningful relationships across all external communications. Ultimately, a well-maintained repository serves as a cornerstone for driving overall business growth and success.

Media

Media

Integrations Supported

GoldMine CRM
SQL Server

Integrations Supported

GoldMine CRM
SQL Server

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesOptima

Company Website

www.salesoptima.com

Company Facts

Organization Name

Accura Software

Date Founded

1994

Company Location

United States

Company Website

www.accurasoft.com/comp_contact_manager.htm

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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