Experience success with on-demand customer management. Plexcore Excelerator™ Customer Relationship Management empowers you to manage your customer and prospect information, be proactive in marketing, and stay on top of proposals and quotes.

CONTACT INFORMATION

Integrate contact and organization information with your need for proactive marketing campaign and proposal management.

INFORMATION SHARING

Easily access and update information, collaborate, and upload important customer-centric data. Excelerator CRM gives you full visibility to customer and prospect information in a real-time environment.

MARKETING

Establish multiple marketing campaigns with the capability to assign tasks to groups and individuals. Upload campaign collateral, talking points, and scripts tied back to specific marketing programs. If authorized, users can make adjustments in real-time.

PROPOSALS

Track all customer and prospect proposals and quotes. Proposal-specific documentation can be uploaded for review. Follow-up dates and notifications are automatically tracked and reported. Proposal history reports and current proposal backlogs are available in real-time.

SOLD

Add the Plexcore Excelerator Projects Management Module and "sold" proposals are automatically transferred to projects retaining all associated documentation. This gives the project team the resources they need to meet customer expectations on-time, on-target, and on-budget.

SERVICE AND SUPPORT

The Excelerator "Help Desk" gives you the capability to record, track, respond to, and build a library of frequently asked questions. It's also a great way to analyze product and service trends to enhance your customer care initiatives.