Manage Relationships, Strengthen Sales, Boost Performance
The integrated sales management tool built to identify opportunities, increase efficiencies, and streamline communication. Proven CRM is the system with sales account ownership, definable sales regions, easy expense and daily activity tracking to foster accountability and sales success. Rank clients to discover their true ROI, and use integrated email and marketing campaigns to focus your communication for continued growth.
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- Referral Tracking
- Route Management
- Client ROI
- Track Activities
- Sales Dashboard
- Inactivity Alerts
- Integrate Email/SMS
- Expense Tracking
- Bulk Mailing
- Sales Tracking
Our Accounting system & CRM did not communicate. We were flying blind. The PSA system holds every member of production accountable and honest.
Manage Organizations
Drive accountability as sales reps take ownership of specific organizations and contacts. Monitor the number of days since last activity to better manage customer relationships.
Review Contacts
Audit addresses, email, and phone to ensure accurate and up to date information. Capture daily notes, events, and reminders.
Automated Client Value Rank
Rank clients by number of referrals, close ratios, and dollar volume to better discover your highest ROI.
Email Integration
Streamline email communications, including bulk mailing campaigns. Integrate your company email communications to one central location.
Custom Dashboards
Design your own dashboard to track job stage, history, milestones, and referrals. Understand opportunities initiated in this month, quarter, or YTD. Add job notes and client changes.
Expense Tracking & ROI Calculations
Record daily marketing expenses, gifts, lunches, and travel; log expenses by organization or contact. Provide the accounting department with a straightforward expense report divided by sales rep.
Integrations
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Find out how Proven CRM can help your team to stay productive, accountable, and profitable.