Does Your CRM Have Social Skills?
Track & Manage Leads All The Way Through The Sales Cycle!
The Urban SiteWalk™ fully-integrated CRM makes it easy to leverage social media networks, know who your best customers are, understand their preferences, and drive sales & customer referrals.
Centrally Managed Transactions & Improved Client SupportWhen a customer registers on your website, a profile is automatically created in the CRM. This allows you to track interaction, page views, access to secure areas, download history, inquiries, manage orders, opt-in subscription preferences, custom fields including social network data ensures you never lose a customer just because they change companies. This powerful information allows you to improve user experience and customer service by better understanding your clients' needs and communication preferences.
Live Customer FeedYour website will greet you with a live customer feed of all site activities and transactions. From sales leads and orders, to newsletter subscriptions, blog comments, forum posts, inquiries, member zone activity, email marketing, it's all tracked to give you a complete view down to the individual for all the critical business data you need to do more with less resources.
Impress Your Customers with Custom Workflow Automation
Automating manual tasks according to custom business rules is quick and painless. Workflows allow you to notify team members of customer inquiries, open cases, web form submissions, orders, obtain approvals and more. This allows you to be proactive, respond to customer inquiries faster, verify steps as they are complete, send reminders and even escalate to management if need be.