Marc Mintz & Associates

Technology Consultants

Customer Relationship Management

Acquiring and managing accurate and up to date information about your prospects and customers is critical in today’s highly competitive market. Customer Relationship Management (CRM) software is designed to organize all your prospect and customer details in one place and help you market your products and services more effectively, driving sales results and building relationships.  CRM systems include calendar management and auto scheduling of tasks with sales activity reporting. Depending upon your specific requirements, we can develop fully integrated sales and customer service systems based upon your company’s unique paper flow and work process.

We support two of the top selling CRM products on the market, ACT! and Zoho. ACT! is a CRM application that is installed locally and Zoho is a cloud based Software as a Service (SaaS) solution. These powerful solutions provide an integrated sales and business automation system that will enable you to better service the needs of even your most demanding customers and help you identify highly qualified prospects, providing your organization with a competitive advantage in customer service.

Zoho CRM allows you to manage all your Sales, Marketing, Customer Support & Service, Inventory Management and Email within in a single business system. Zoho is great for the mobile user and tightly integrates with Google Apps for Business and Microsoft Outlook.

ACT! is the #1 best-selling CRM software, trusted by small and midsize businesses, and sales teams for over 25 years.  Our ACT Swiftpage Gold Certified Consultants can install, customize and train your employees to utilize ACT! for maximum efficiency.

Leverage the power of your ACT! software by integrating Swiftpage E-Marketing services. Swiftpage Emarketing is a web-based electronic marketing service that includes email marketing, drip marketing, surveys, social sharing and contact qualification lists. Your email marketing campaigns can be sent directly from ACT! to any combination of contacts, lookups, groups, and companies. The results of your email campaigns and other e-marketing services are easily imported into your ACT! contact records to provide current and actionable prospect and customer information.