CRM solutions

Track leads, close opportunities
and get accurate forecasts.

overview

CRM (Customer Relation Management)

Digisign CRM software helps Your businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service.

Our Managed IT services will help you succeed. Let’s get started

Get accurate forecasts

Use actionable data to make better decisions.

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    Modern User Interface

    An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.

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    Reduce data entry

    Get leads automatically created from emails, Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.

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    Responsive

    Sell on the road with Our ERP mobile user interface, working even if you don’t have an internet connection.

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    Leads Nurturing

    Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

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    Deduplication

    Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

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    Import Leads

    Easily import prospects files with ERP’s column matching tool.

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    Assignation Rules

    Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

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    URL Trackers

    Track the source of the leads using UTM trackers in all your marketing campaigns.

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    Customize stages

    Customize your pipeline by adding description on stages.

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    Schedule Meetings

    Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

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    Plan Next Actions

    Plan next actions and schedule your daily work based on most important opportunities and tasks.

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    360° Visibility

    Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.

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    Lost reasons

    Analyze lost reasons on your opportunities to improve your sales effectiveness.

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    Address Book

    Get a clear address book shared amongst your sales persons.

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    Customer Preferences

    Set customer preferences easily: language, delivery methods, financial data, etc.

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    Customer Preferences

    Set customer preferences easily: language, delivery methods, financial data, etc.

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    Multi-Address

    Have multiple addresses and contacts for a single company.

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    Full History

    Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

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    Emails Templates

    Create template of emails for most common communications with your customers or opportunities.

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    Custom Alerts

    Follow key opportunities in just a click and get alerts based on relevant activities.

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    Email Gateways

    Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.

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    Leads Analysis

    Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.

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    Opportunities Analysis

    Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.

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    Lead Scoring

    Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.

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    Pipeline management

    Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline – e.g. Lost ratio per stage.

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    Activities management

    Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity’s chatter with predefined actions. Track, log and analyse the activities of your team.

Benefits

Our services provide a unique range of benefits

  • Modern User Interface

    An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.

  • Trusted IT advisor

    Through regular account management meetings your Managed IT service company will be able to oversee your overall IT roadmap and become your trusted advisor.

  • Economy of scale

    As your business grows, its support structure needs to grow, too. When you use a managed IT service you can scale your business up or down with nothing more than a simple discussion.

  • Increased efficiency

    You’ll have your IT needs outsourced to a team of IT experts, and during times where you need additional project support, your managed IT provider supplies the extra staff.

  • Small initial investment

    Managed IT services help you offset the initial investment of technology costs. Rather than spending thousands of dollars on hardware and software upfront.

Stop wasting time and money on technology. Let’s get started

NanoSoft are always accommodating our diverse needs and we feel like they are a part of our company rather than an external supplier.
John H. Bedard, Jr