A consulting practice may have one or more employees working on a pipeline of incoming business. These employees may be working in a single office or they may be dispersed in office or around the country. The consultancy may use the web to market their business, but inCONTEXT allows this company to take advantage of the internet to help manage their business more efficiently.

CRM sales pipeline chart

The Asset Foundry CRM suite makes it possible for the consultant to easily track their sales and project pipelines. CRM provides:

• Lead Management for capturing prospective business and essential contact information.
  
• Opportunity Management for tracking the products or services you can sell to a lead or account and tracking each through a number of process steps from Prospect to Close, from Opportunity to Order.
  
• Activity Managements & Notes allows you to track specific calls, emails, faxes and other activities on a lead or account so that nothing is left to chance.
  
• Account Management helps you track information on customers that have purchased. The moment an order is made on a lead, it is automatically changed to an account.
  
• Shared Contacts helps you track multiple contacts at your prospective or current customers. This can be private or shared throughout the company. Implementing this feature with Outlook and Exchange alone could cost you multiple thousands of dollars in hardware, software and access licenses.
  
• Order Management enables the tracking of essential information about the order or project. These forms can be customized for your specific business needs.
  
• Audit Manager supports consultants in a reseller capacitiy that receive commission reports from their distributor. These reports need to be reconciled with existing orders to catch any payment problems.
  
• Report Manager provides a number of report type that help you track a number of parameters on your leads, sales, agents, and performance. Many charts use easy to read graphs with real time information on your companies performance.
  
• Email Manager allows you to send opt-in email to your customer or lead base to promote your products and services.
  
• Private Home Pages for customers and employees to access their information. Customers can see their profile, their orders, and the particular notes concerning their account. Employees can manage their own customers, sales and order pipelines.
  
• Customized Components can be created for your specific business needs because the Asset Foundry CRM is built on the inCONTEXT framework.
  
• and more...