Customer Relationship Management & Opportunities
Manage all contact interactions, prospects and your sales pipeline by tracking all leads from initial discussions through to active customer projects, and beyond.
1. What Does It Do?
- Manage your leads and sales opportunities in a centralised database of prospects and customers
- Create tasks to remind you of important activities
- Track sales opportunities against marketing campaigns to understand ROI
- Keep track of important contacts and their roles within the buying process
- Record and share competitor activities, strengths and weaknesses
- Automatically create new customer contracts and projects on the successful winning of a new sales opportunity
2. Key User Benefits
- Historic record of all prospect and customer interactions
- View of competitor activity, strengths and weaknesses
- Accurate forecasting and improved demand management
3. More Info
Whereas most Service Management platforms simply focus on the key processes for supporting customers during post-sale, Sunrise Service Management provides the capabilities you need to manage your sales pipeline, forecasted revenues, and the likely schedule for your closing opportunities. What’s more, with its integrated contact management capabilities you can create a historical library of all interactions from the beginning of the customer journey to the end.
Sunrise Service Management provides a complete view of information about all your contacts. Whether they are future prospects, existing customers, or the partners you rely on for the services you provide, you’ll always have access to up-to-date information on the companies they work for and the locations they’re based in, the services and equipment they use or provide, as well as the contracts you have in place. Tasks can be scheduled and assigned for call-backs, customer communications, arranging meetings for account discussions, and other activities critical to building relationships and generating future opportunities.
Managing sales opportunities is easy with Sunrise Service Management. You can track potential revenue opportunities from initial contact to closure, whether new business sales or customer upgrades, building a history of all completed and scheduled activities, proposed products and services, competitors encountered, and the key individuals involved in each opportunity. At a glance you can see the value of your future opportunities and the stage they’re in, helping you to be more productive and consistent.
What Our Customers Say
"Sunrise has been transformational in how we are now working and the data that we are able to capture and use."
"We saw that Sunrise’s employees are really enthusiastic about the company and hugely experienced. That made our decision very straightforward - Sunrise is just the right partner for us. Adopting the SaaS model means we don’t have to worry about release cycles or server management either, as it’s all managed by Sunrise."
"As with the entire NHS, we have a focus on efficiency, and Sunrise enables us to automate many of our processes, giving staff time to handle more complex, more challenging jobs where they can really add value."
"We have the ability to customise the platform for different areas of the university and have removed the need for a multitude of platforms from multiple providers."
"It’s all there at your fingertips with Sunrise. When we showed Sunrise ITSM to the rest of the team, it was a case of ‘when can we have it?'"
"Flexibility, scalability, customisation and speed of implementation were paramount to us. Sunrise ITSM enabled us to improve and alter the way in which we logged and managed queries through to resolution, with a clean and simple user interface that staff could quickly and easily get to grips with."
"The relationship we have with Sunrise feels more like a partnership than a client / supplier dynamic. They have always responded to our feedback 100%, and gone out of their way to support us in our ISO/IEC 20000 undertaking."
"Thanks to Sunrise and ITIL we’re confident that we can deliver the service our customers require and better understand and respond to their changing needs, in a more digitally-driven world. "