Small Business CRM Software Solutions Bring Success

Shine CRM makes it possible for you to focus on both your customers and your costs.  It is now, more important than ever, to be on top of every potential customer, every connection, and every customer interaction. Shine has made getting the tools you need easy.

Sales Force Automation

SFA allows companies to increase visibility, and expand revenues and sales productivity with an affordable, easy-to-utilize service that brings success to small businesses all over. Here are some of the things Shine's SFA can offer you.

  • Account Management
  • Contact Management
  • Opportunity Management
  • Activity Management
  • Update Reminders
  • Product Catalog
  • Process Driven Alerts
  • Quote and Proposal Management
  • Forecasting
  • Team Selling
  • Customer Life-cycle Management
  • Contract Management
  • Revenue Schedule Management
  • Territory Management
  • Customized Client List

 

Marketing Automation 

Shine's CRM Marketing allows you to accomplish, manage, and analyze the results of your campaigns. Marketing managers can benchmark the ROI of their budgets, track revenue back to definitive marketing programs, and make real-time adjustments. Shine's marketing automation service allows you to accomplish.

  • Lead Management
  • Campaign Management
  • HTML Email Templates
  • Email Marketing
  • Web Capture Records
  • Web-to-Lead Auto Response Alerts
  • Drip Marketing Tools

Support and Service

Shine's CRM solution for customer service gets you up and running in a matter of hours. You will have access to support and services using our online customer service center.

  • Online Customer Service
  • Wireless Edition
  • Included Storage

Security

Just like Shine takes the security of your accounts very seriously, they also understand that you want to offer that same level of security to your clients. Some of those security services include:

  • SSL Encryption
  • Firewall
  • Profile Security Controls

Enterprise Resource Management

  • Billing and Invoice

 Document Management

Taking advantage of remarkable CRM to manage and share information is a key advantage for businesses today. That's why Shine takes the management of your documents so seriously. With Shine you'll be able to:

  • Document Library
  • Notes and Attachments
  • Custom CRM Audit Trail
  • Data Migration
  • Data Validation
  • Customized Data Import and Export

Contract Management

Effective contract management has emerged as a crucial function to improve profitability, support compliance and manage risk. Still, companies continue to struggle to locate their existing contracts let alone manage them. Shine makes it easy for you to search contracts and keep up with renewals so you continue to stay on top of the game.

  • Contract Repository
  • Renewal Management

Reporting and Analysis

In order to get true value from your data, you need a comprehensive, real-time view of your business. Shine's customer relationship management (CRM) application empowers users throughout your business to create and access sales, marketing and service information eliminating the need for IT. You can choose to use packaged reports, create custom reports or to instantly analyze and report on your CRM data.

  • Standard Reports
  • Custom Reports
  • Real Time Dashboard

Email Retention

Now more than ever it is imperative that you keep in contact with your clients and potential customers. there is no better way to keep that connection alive than with email marketing. Email marketing is the number 1 way to get the most out of your marketing plan. No other online marketing strategy yields a higher conversion and Shine knows this.  That is why you get:

  • Fully Integrated Email System
  • HTML email tracking
  • IMAP & POP3 Email support
  • Mass Email Support

Integration

Shine makes integration easy and simple for you and your clients. Their no-hassle approach offers you peace of mind and gives your clients full faith in your ability to manage projects and get the job done.

  • Microsoft Outlook
  • Quickbooks
  • RSS Feeds
  • Mapping
  • Web Service API