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TrackerRMS Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Product is available as a SaaS solution.

Customer Focus

Vendor works with small to midsize businesses operating in a broad range of industry sectors.

Select Customers

The Nielsen Company

 

About TrackerRMS

TrackerRMS TrackerRMS is an all-in-one cloud CRM solution that supports and improves core business activities, including sales, marketing, delivery and support. The platform is suitable for any business that needs a system to track and manage all the information related to customer activities.

A CRM solution that is delivered on demand via the internet, TrackerRMS is built to be a simple and intuitive system with rich functionality. Additionally, the platform enables user to see what customers are buying and not buying in order to create up-sell and cross-selling opportunities, develop new leads based on qualification scores, and track all current contracts, special terms cancellation dates and renewals.

About the Company

TrackerRMS was founded in 2005 and is headquartered in Encinitas, California.

 

TrackerRMS Key Features

  • Track leads and opportunities throughout the sales lifecycle
  • Define and customize the sales lifecycle
  • Customize and monitor Key Performance Indicator (KPI) information
  • Log and track core services and products to gain revenue and sales forecasting capabilities
  • Instantly view and manage “Overdue,” “Future,” and “Today’s” activities from a personal dashboard view
  • Track daily activities and notifications by the hour with the Calendar view
  • Instantly access key information such as telephone numbers and email addresses with the Quick View drop down menu
  • View the last contact made and the next contact to pursue
  • Leverage the Message Centre to stay informed of the latest opened and won opportunities, as well as to share news and communications
  • Link pages from a company’s website to obtain leads directly

 

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