SHARPSPRING CRM System
Unlock the full potential of Sharpsring’s powerful CRM platform
SharpSpring offers a complete marketing automation system with a powerful built-in CRM application. Our CRM software ensures your digital marketing and sales efforts are perfectly synchronised.
If you already have a CRM platform you love, SharpSpring easily integrates with hundreds of third-party CRM applications.
By leveraging a birds-eye view of your entire sales funnel, you can identify what’s going well and what needs improvement.
This gives you a clear understanding of the individual needs of each prospect and current customer.
Every customer record contains more than just a name and an email address. You can capture social media interactions, schedule individual follow-up messages and collaborate with your team with fully-synced communication, social notes, and reporting.
Because it’s part of the complete SharpSpring Sales and Marketing platform, each customer record also captures form fills, email and landing page clicks, and site visits.
Creating Opportunities
An opportunity is a sale or pending deal you want to track.
In CORE, you can create an opportunity from a contact in the Contact Manager.
In the Sales tab, the Opps Won feature shows all opportunities that have been won, the monetary values involved, and the times taken to close.
The feature also allows for viewing all open opportunities, viewing lost opportunities, and exporting completed opportunities as a report to a file.
Click image to enlarge
Click image to enlarge
Custom Pipelines and Stages
Pipeline Stages are the steps used to track the progress of an opportunity from the beginning to the end of the sales cycle.
These Pipeline Stages are completely customisable. The number, order, name, default probability, and description of the stages can be anything that fits your business needs.
Visual Pipelines
In CORE, the Pipeline feature is the feature that tracks sales opportunities from start to finish. The Pipeline shows at a glance all active or ongoing opportunities, as well as their current status in a sales flow.
The Pipeline also shows all available qualified leads, and it provides a means to view completed opportunities.
CORE uses a visual pipeline to display the opportunities in deal stages. Deal stages are displayed as columns in the CRM, while the opportunities are individual cards in the columns.
You can quickly drag-and-drop opportunity cards from one deal stage column to another across the sales process. The expected value and percentage to close will automatically update, depending on the deal stage the opportunity is moved to.
Use the search bar at the top to search for or primary contacts, opportunity names and qualified leads in the sales pipeline
Click image to enlarge
Click image to enlarge
CRM Reports
The Reports feature provides an overall report on the opportunities listed during a given timeframe. The report can then be filtered by individual pipelines, sales representatives, products, campaigns, and opportunity tags.
The feature breaks down opportunities at various stages in the Sales Pipeline. The Reports feature shows monetary values for applicable opportunities, conversion rates, and lost sales.
The CRM enables you to create seven different types of reports:
- Conversion Analysis
- Pipeline Value
- Opportunity Health Report
- Sales Performance
- Won/Lost Report
- Activity
- Follow-up
These reports show how well sales representatives are performing in relation to one another. You can apply filters to each report to evaluate the performance of a specific salesperson or your sales team as a whole. Reports can be exported.
Accounts
Stay organised with accounts to keep track of employees, opportunities, and notes at companies.
The Accounts feature displays all available sales accounts, as well as the opportunities and contacts that are attributed to them.
This feature also shows when the accounts were added, and who added the accounts. The Accounts feature also provides a way to export all available accounts to a file.
CORE will suggest adding contacts from the Contact Manager with the same email domain to accounts to maintain employees’ information at the company.
Click image to enlarge
CORE CRM
Enjoy all of the benefits of a fully-featured CRM, including custom deal stages, an easy-to-understand pipeline, multiple types of CRM reports—and so much more.
Book your Free Digital Marketing Audit
We can take a expert look at your online presence and provide an easy-to-understand video review highlighting all the areas you are doing well and those that could be improved.
There is no obligation, Just fill out the form below and we will do the rest.
Once you complete this short form, we will call you to arrange a 30 minute video meeting at a time to suit you.
