Salpo CRM features
Discover the flexible features of Salpo CRM and unlock the power of your relationships.
Contact Management
Quickly view, add and update contact details with on-page editing. Customise to capture custom business information.
Want to generate lists for reporting and marketing? You can filter contacts by multiple fields to generate lists then export them to Mailchimp, Emma or other tools.
Need more insight on contacts and organisations? Our system allows you to map the structure of companies you are working with and how your cross-company contacts could be linked.
Feel you are missing too many opportunities? Use our contact management tool to schedule tasks and calls with timely email reminders to ensure nothing slips through the cracks.
Email Sync
Build visibility of all email communications with your customers, suppliers and leads.
The Salpo CRM automatically copies sent and received emails, including attachments and files and saves them against the relevant contact.
When you initially connect your email, legacy emails will automatically pull into Salpo and be stored against the correct contact.
Other communications can be captured and stored too, such as phone calls with notes and meeting details, so all your valuable data is in one place.
Office365 & G-Suite Calendar integration
With our Office 365 and G-Suite calendar integrations you can sync existing Salpo CRM events with your work calendar
All your events are in one place so never miss a meeting, a new lead or forget to chase an overdue item.
Schedule actions and events within your CRM and they will automatically appear in your calendar schedule. And, once a task or event has been created, you can update it using either system.
Manage your tasks and events in list or calendar view to keep yourself and your team organised or quickly access them via your phone.
Easy!
Opportunity Management
Give sales teams the tools they need to do their job, so they spend more time talking to potential customers and less time chasing low-value prospects.
Quickly connect pre-loaded products to opportunities. Add notes, schedule next actions and automatically upload emails against specific opportunities.
Use custom fields to set up the value of a sale in the way you assess it, such as the number of items, monetary value per item, potential contract dates, the length of the contract, and then use custom probability fields (High/Medium/Low, 25%/50%/75%, etc) to monitor value and track the sales pipeline.
Connect contacts who influence the decision-making process and link them to related events.
Filter by custom fields to drill down into the sales pipeline to gain visibility across the team.
Custom Naming and Fields
Our flexible system means that standard fields can be renamed and new fields set up.
Don’t want to use the word ‘Opportunities’? You don’t have to. Use whatever name works for you with our Custom Naming option.
Our Custom Fields allow complex filtering and targeting. If you need to track a prospect’s favourite sport, for example, just set up a custom field. Then you can filter to show all prospects that like the same sport and invite them to the next business development freebie.
Business Rules
With our Business Rules, automate common workflows and repetitive tasks to make your business more efficient and increase productivity.
Create Rules based on Contact and Opportunities triggers and define actions to update fields and create Communications. Trigger actions at specific and precise moments to meet even more complex business requirements by applying Conditions to your eg assign a Sales Rep to a new Contact only when the Contact is within his/her territory.
Want to create a reminder when an Opportunity moves between stages? Automate it.
With Rules functionality you can create a proactive CRM, automating things so that you don’t have to wait for updates to be manually actioned and your decisions can be made using the correct information at the right time.
Custom Connections
Our flexible database structure can operate on a one-to-many, not just a one-to-one basis.
Contacts, Opportunities, Products and any of your other modules can be associated with each other. Salpo CRM handles those complex connections effortlessly, as with this illustration:
Bob worked for Acme co. who you did a brilliant piece of work for a year ago, but recently joined Target Ltd. who you are trying to win business from. Bob also freelances with XYZ Corp and spends weekends helping out with Charity X as a fundraiser. All of these different associations can be tracked against Bob’s record.
Tim is your main contact at Target Ltd and a quick filtered search highlights Bob’s previous experience…so why not find out if they know each other and Bob can recommend your services?
Read more about CRM Custom Connections and how these can really increase the effectiveness of your business.
Custom Modules
Our Custom Modules mean that the Salpo CRM can fit your business in the way you need.
Custom Modules capture bespoke business information and can be anything you want: vacancies, travel packages, properties, support tickets, events, projects etc.
So, if you sell yachts, simply create a custom module called ‘Yachts’ and record information about each boat in one place, with custom fields used to store details such as size, colour, price, etc. Save files, such as specifications and plans, against the yacht record.
Then use custom connections to connect the yacht record to records in other modules such as the buyer, the skipper used to pilot the boat, and even the marina where it is moored.
Learn more about how CRM Custom Modules can make a CRM work for you.
Targets
Quantify and track your sales outcomes using Targets.
Move beyond lists and get a visual representation of your pipeline, using charts and speedometers to easily view performance metrics.
Define specific measurement timeframes to track weekly, monthly and annual performance objectives for the team or a specific staff member.
You can even make the follow up and monitoring process easier by setting targets for the team or an individual to achieve, so you can easily measure performance and progress.
Mobile app
Access your Salpo CRM account on the go – for both Android and iOS
With the Salpo mobile app the power of Salpo CRM is always at hand.
Create and update your contacts wherever you are; view and manage your upcoming schedule and activities; review and update your sales pipeline and create new opportunities.
By syncing with Salpo CRM in real time you can keep everyone in the loop.
More features soon, including offline mode, reports, maps and targets.
Built-in GDPR Compliance
Manual and automated compliance assistance, to help you guide your business through the challenges of GDPR.
With the introduction of the GDPR regulations in 2018, ensuring you avoid falling foul of the regulator has never been more important nor more consuming of your organisation’s vital resources.
Fortunately, Salpo CRM comes with a built-in solution which helps you with your compliance obligations. Our Compliance Assistance Tool automates many of the aspects of meeting the GDPR regulations, including a self-serve customer portal, to save you time, money and worry.
Learn more about how Salpo can help you become GDPR compliant.