Our Expertise. Your Peace of Mind.

Presented by: Natalie Noel

Vice President, Sales and Marketing

Flexible and tailored to your processes Managing customer information in central location Perform Quoting in CRM

◦ Gives Sales people the information they need when they need it about a customer, order, etc. Manage and track customer service tickets in the same central place so everything is in one place

regarding a customer◦ Auto generate tickets to technical team◦ Track Time and mileage◦ Send completed tickets to Great Plains for billing- saves time

Merge forms like Quotes easily created to streamline process and decrease duplication of efforts Mass Email Marketing Track tasks and communications to ensure key deadlines/milestones are met Integration with Outlook for improved Calendar and Activity management Access your customer information on your mobile device Real-time access to vital customer, prospect, leads, and partner information Sales Opportunity Management with Forecasting and Sales process workflow Increase your business effectiveness with business process automation for sales, marketing, and customer

service Easily integrate to other systems like Accounting for a 360-degree customer view Integrating existing systems will make your organization more efficient and profitable

Turner Industries CenterPoint Energy S & B Constructors and Engineers Lard Oil MC Petroleum Roofing Solutions Navigation Electronics Louisiana Economic Development (LED) Business Report Smoothie King

Following Screen Shots: SalesLogix:

◦ Dashboards◦ Contact Verifier◦ Account, Contact, Accounting Integration◦ Accounting Integration

Our primary aim is to directly affect the economic progression of our region by aiding premier organizations in improving the

effectiveness of their people, the efficiency of their business processes, and the utilization of technology as a foundation for

organizational growth.

Thank you!

Natalie NoelHELP Solutions

natalie@helpcrm.com225.229.4151

www.helpcrm.com