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CRM & Contact Management
Never miss an opportunity to establish and develop each relationship to its fullest potential.
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The proactive power of COATM gives new life and greater ROI to CRM. COA's opportunity management approach establishes the most powerful, flexible, and fully accountable CRM solution on the market.
Insightful, streamlined customer views drive a highly focused and efficient workflow, which saves significant time and reduces costs. COATM leverages business rules and analytics to automatically identify who to contact and why, delivering highly qualified opportunities to the most appropriate users every day as a prioritized “to-do” list.
CRM and Contact Management with COATM Lets You:
- Get a complete view of the customer relationship for each contact
- Monitor the entire pipeline or those portions that interest you the most
- Track customer contact, document the need for action, initiate and support those actions, and capture every outcome
- Measure your successes in meaningful ways such as close rates, dollar value and percentages
- See all previous contact history and notes from other users
- Use built-in analytics to identify which accounts are best suited for further development
- Acknowledge special events and triggers such as birthdays, anniversaries, and graduations
- See a range of reports for all types of activities
Discuss your CRM initiatives with ASA today or learn more about COATM with these resources.
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