SFM Customer Manager

SFM Customer Manager™ is a unique management and business analytics system that provides small business managers with unparalleled visibility into company operations and customer relationships. The system has advanced analytic capabilities allowing long-term data analysis as well as advanced reporting capabilities for receiving real-time company and marketing updates. SFM Customer Manager™ consists of two main components: A CRM/ reporting tool that is installed on the employee’s computers and works within MS Outlook® for easy data entry, and a Management Dashboard that is installed on the manager’s computer enabling the manager to view real-time company updates, graphs, reports, statistics, pipeline analysis, cash flow analysis, forecasts and additional valuable information vital to optimal decision-making.

SFM Customer Manager is the small business version of the popular SFM Executive™ analytical CRM platform, targeted at 1-10 users.

Main functionalities:

Customer / Contact information management
Lead management
Opportunity management
Project and task management
Instant access to customer history
View comprehensive reports, graphs and statistics
View campaign analysis
Quickly locate information and generate lists by given criteria
View time analysis with the patented scaled color-mapping feature
View future sales forecasts
View cash flow analysis and activity based costing analysis
Quick sale window for gathering customer information at the P.O.S

Specific benefits in this work environment:

Manage all your business information in one central place
Improve your sales cycles, customer satisfaction and customer retention rates
Off the shelf product - implementation is immediate
Extremely user-friendly with an intuitive user interface
Very modest system requirements: any computer that runs Windows 2000 can run SFM Customer Manager™ (Outlook 2000 and higher required).