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Sales & Customer Relationship Management (CRM) Software

In order to achieve maximum potential, account and customer service representatives worldwide need tools that allow them to drive new and existing customers through sales and service funnels without wasting time looking in several different systems for the information they need. USI’s Event CRM software is the world leading Customer Relationship Management (CRM) system built specifically for the events industry. Over the past 20 years, USI has successfully designed and implemented the Event CRM software in six languages to meet the sales and customer relationship management needs of over 25,000 professionals, in more than 30 countries.

Integrating Sales, CRM & Event Management Software

Event CRM software, as part of an integrated event management software solution, consolidates all forms of communication internally and externally within your business while providing central repositories for critical revenue-generating client information. Customer and event information flows seamlessly to and from your sales, service, and operations teams. By removing this duplicate data entry and the artificial barriers to collaboration and productivity, your organization can spend more time on increasing sales and delivering additional value to your new and existing customers.  

• Document & File Management – No more browsing separate hard drives, network drives, or email boxes looking for customer files and documents. Keep it all directly in your CRM software so your entire team is on the same page.
• Follow-Ups & Reminders – Via email or within the system, everyone can stay up to date on items needing to be completed for your customers.
• Communication History – Entire communication histories with your customers in one central area for notes on phone calls and meetings that other departments need to know about.
• Opportunity Pipelines – Know what is coming down your sales pipeline, when sales expects it to close, and potential and probable amounts of business.
• Sales & Opportunity Goals – Drive your sales & service teams in CRM by setting sales, opportunity, or order goals. The seamless integration with our event management software will keep you up to speed with exactly how everyone is stacking up.
• Order Processing – Generate new orders for events, prompts for up-sell items, and collect payments directly from the customer account.

Integrating Sales, CRM, & Accounting Software

Often in disconnected and manual systems there are significant bottlenecks and barriers to productivity between your sales and accounting teams. Removing the artificial barriers by implementing integrated software solutions increases collaboration, improves accuracy and payment collection, and ultimately leads to significantly better customer service. In addition, integrated systems provide management with access to the critical information it needs to drive sales, improve payment collection, and increase customer service levels.

• Customer Credit Management – As sales works with new customers they can notify accounting to review customer credit and set credit limits. Customer credit ratings can be flagged for review and sales can be notified when they will exceed credit limits.
• Collections & CRM – When accounting can see notes and communications being entered by your sales team and vice versa, you instantly improve your payment collection process and customer service by keeping accounting and sales on the same page. Nothing kills that next big deal faster than a collection notice for a nominal amount.
• Automatic Coding – As sales is generating orders for events, the hard work put in capturing information is not repeated again in accounting because your customer information seamlessly flows through the event and into financials.
• Know your best customers – Who is really your best customer? Your most profitable one? When your financials, sales & CRM, and event management software are all talking, you can quickly determine who you should continue to sell and who your sales team should avoid.

Request More Information about Our Event CRM Software

For a detailed brochure about any Ungerboeck software products, please contact us at one of the USI Offices worldwide.