Customer Relationship Management (CRM) software has been in use for a long time to help organize customer data more effectively. Naviteer’s CRM system not only captures customer information but also provides strategic sales information to the sales force, giving them a competitive edge in securing the next sale. Naviteer CRM offers much of the functionality of major CRM systems at a fraction of the cost.

Naviteer CRM approaches future sales as a business-to-business relationship. Each new company is entered as a prospect, with your sales staff linked to these prospect companies. This allows you to see how well they are meeting your corporate sales goals.

The Prospects and Customer window in Naviteer CRM displays all current activity with a prospect or customer, divided into three sections: a table of Companies, ongoing Actions related to the company, and Opportunities in the pipeline.

The easiest way to secure the next sale is with a current customer, and Naviteer CRM makes it easy to record all these Opportunities. This allows others in your company to track the progress of the sale opportunity and provide additional support when needed. Even if you’re on vacation, others in your company can still monitor the progress of the opportunity on your behalf.