The Coffee Bean Social CRM system combines the essentials of CRM with the advantages of being social.
- Social Networking. Use Social Networks to build relationships with your customers and reach new prospects.
- Track Sales. Forecast, track and manage your sales pipeline from prospect to opportunity to customer.
- Build Sales & Marketing Intelligence. Streams enable information to flow seamlessly so you can share knowledge with colleagues and establish best practices.
- Greater Collaboration Among Employees and with Customers. Every user in Coffee Bean Social CRM has a personal profile and workspace in their Hub. Using Streams to capture all the interactions enables sales, marketing and customer service to work as a team to engage the customer.
- Essential CRM Functionality. Accounts, contacts, lead management, opportunities, pipeline and forecast reports, calendaring, task management and secure authentication.
- Project Management. A Social CRM that helps sales sell and makes it easy to execute projects and share progress with stakeholders.
Our System revolves around people, activity streams and applications.
Streams are dynamic workplaces where knowledge meets people when they need it. Think of Streams as dynamic workplaces where people, applications and knowledge come together to get the job done. Streams capture all the conversations, interactions and transactions of your business and generate knowledge in real time. Streams are flexible and open to support collaboration.
By People, we mean inside and outside of your company. People create connections, conversations, transactions and interactions as they go about their day. We capture all of it using Streams and deliver this knowledge to people to help them do their jobs.
Applications are the tools that help you do your job. In the Coffee Bean System you have applications for Social Media connections, Contact Management, Sales Force Automation (SFA), Managing Projects, Sales Knowledge management, and gathering Sales and Marketing Intelligence.