Everest Contact Manager

My sales people are unable to focus on selling because they are always chasing fulfillment to track down the status of orders.

With Everest, any employee in your organization can instantly access the status of every order, saving time and runaround. Not only does Everest capture every step of the order process, it also captures shipment details such as the tracking number, name of the carrier, and the date of shipment. If the order is still in process, automated pop-up comments can point out important details such as why a shipment is delayed or critical last-minute information needed for the final delivery process.

I can't get my sales people to consistently up-sell high margin accessories, services, or related items with every order.

Everest can automatically prompt your sales staff to offer related products in addition to their primary purchase, even on the first day on the job.

You'll ramp new sales reps faster and consistently increase customer orders by simply recommending accessories and related items with each and every order. In other words, Everest empowers your sales persons to consistently up-sell and cross-sell your other products and services.

I am unable to quickly create and easily manage sales quotes for my customers.

Everest lets your sales people create sales proposals with ease - and speed. They can quickly search and find all the required information needed for creating sales quotes. They can add items, notes, kit templates and easily copy previous quotes, orders, and invoices. In fact, with Everest your sales people can create a sales quote in under a minute. And when the time comes to convert a sales quote into an order, they can do so at the press of a button.

I can't easily track all the information I have on my customers.

Custom tracking allows you to gather any type of information on customers you want. Any information can be required or optional for each new account created. You can then perform market sensing on your customers to understand where your sweet spot is. You can also send targeted e-mail blasts to specific, definable groups of customers or prospects, to capitalize on sub-market trends and opportunities.

I would like to automatically receive reports on the profit margin of the items I sell.

Everest provides a large variety of pricing schemes that lets you automatically provide the right price for the right customer. You can define pricing and discount structures based on customer's purchase quantity or classification, cost-plus basis, and more. The profit-analysis tool in Everest allows your sales people to view the profitability of the proposal even as they create it and automatically adjust the prices based on parameters they select such as the desired profit margin or profit amount.

I would like to offer different levels of pricing and discounts to customers.

Everest allows you to classify your customers under various categories or levels; for instance, Most Preferred, Platinum, Gold, etc. - and define a pricing and discount structures applicable to each customer level, customer's purchase quantity, or a combination of both. Once the pricing and discount structures are set, your Sales people will automatically have the right price for any particular customer and with the right discount applied.

I'd like to accurately forecast sales each month.

You can plan operations more effectively with opportunity management. In Everest, each opportunity has a stage, value, probability, and other details associated with it so you can get a clear picture of how a given sales period is likely to turn out.

I want to manage my sales cycle.

Everest allows you to configure many aspects of the sales process so that it will match your company. Each sales rep has a pipeline allowing you to see which reps are doing well and which are falling behind. An audit trail is available on each opportunity so you can see the complete history of a deal as it has gone through your sales cycle.

I am unable to quickly and effectively calculate or produce sales commission reports.

Everest gives you unmatched flexibility when it comes to calculating sales commissions. You can specify which items are commissionable, define commission percentages for an item or item category, calculate commission based on sales, profit, or for any sales rep. You can also compute profit-based commission using a wide range of cost methods of your choice. Everest even allows you to calculate commissions only on fully paid sales.

There's always a disconnect between marketing and sales because their respective data are kept in separate databases - I don't know if and when an ad, mailing, or trade show has been effective in terms of sales.

No guesswork on results. Because Everest runs on one centralized database, all information is integrated from initial inquiry to final payment and every stage in-between. Promotion codes tie-up to sales invoices and sales orders and discounts so you know exactly which promotion links with which share of revenues, at all times, for quick ROI analyses on marketing programs. Everest lets you track sales activity from marketing investments in trade shows, print ads, Internet marketing efforts, and direct mail campaigns all at the click of the mouse.

My reps often don't fill in customer details and this is hurting my business.

Everest lets you force customer-contact staff to record the minimum information you stipulate via the force tag custom tracking on customer profiles. This ensures high data integrity and consistency among customer contact fields.

My staff is continuously struggling to match items to customer needs.

The item-tracking feature in Everest permits easy and quick aligning of information from your database according to queries posed by customers so your staff can provide accurate responses and handle more customer queries in any given time frame.

I need to target mail my database but find it difficult to sort through thousands of records according to desired profiles.

Identifying customers through customer tracking allows you to cull those from the database that you'd like to target via specific bulk email marketing promotions, a potential saving in employee hours that would have to be expended to manually process lists.

I know that half my marketing dollars aren't doing anything; I just don't know which half.

Using promotion codes in combination with job codes allows you to accurately track the revenue against specific campaigns, so you can distinguish between campaigns that work and those with no promise. It also allows you to track discounts, expenses, profitability of goods sold, etc. per campaign.

I'd like accurate customer demographics and buying patterns.

Customer profiling in Everest that meaningfully ties-up with revenues lets you segment returns even on the web for better opportunity management and more effective target marketing. Modifying parameters is easy so you can always find precisely what you are looking for.

I have to wait for the accounting department to give me reports on the performance of promotions.

Generate real-time reports and graphical analysis instantly within Everest. This way your marketing staff has critical information on tap for quick decisions.