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Overview of Performance Desk CRM for Small Business

by Brent Silveria
(Livermore, CA)

Performance Desk is a web based CRM software product that let's your business easily gather leads, track sales, manage customers, opportunities and activates and close more sales.

Performance Desk is designed to keep the sales force focused on key sales tasks helping to increase usability and increase the accuracy of forecasting, analysis and most importantly getting more sales.

Performance Desk provides affordable and simple tools to perform professional bulk emailing to your contacts and social customer relationship management.

For the same low price as most email marketing solutions, Performance Desk provides a full suite of business products in sales, products and marketing.

At Resilient Labs, we understand that in business you need to find the shortest distance between your message and more customers, sales and profit. Performance Desk has been designed from the ground up to help you turn leads and existing customers into new business fast –– anywhere, anytime from any web browser.

Are you tired of using multiple software programs, papers, notebooks, and white boards to run your business? Is information never where you need it when you need it the most?

Opportunity Calendar combines your sales activities with other reminders in one central location.

Mini browser lets you get a quick view of account web sites and other web sites without closing or blocking the tools of Performance Desk.

The Newsdesk lets you build a searchable periodical library as you select from dozens of popular news feeds.

Virtual In and Out board will show you who is logged in and their status.

Secure chat lets you drop by a co-workers virtual cube for a quick conversation.

Virtual sticky notes can be placed on your screen for off the record reminders or inspirational messages.

Sales Features

When you’re making sales calls or helping a customer, you want the information you need to close the sale at your fingertips.

We’ve heard the requests of top sales people and delivered on an opportunity management system that’s geared at closing a sale, not simply reporting on your activities.

Finally, Sales Management Software that Works the Way Salespeople Work! It’s important to make sure you can get to your notes about one customer while talking to a second. Why use sales software that forces you to keep paper notes and enter the information later?

Focus on the Information you Need to Close Sales

Sell more with complete control of your accounts and leads, leverage your knowledge to close faster and more often.

Clearly see where your income stream is at and where it will be coming from. View your pipeline in a cohesive interactive format.

Have industry specific news in front of you when you make calls.

Associate accounts and leads together in meaningful ways: Know which ones are affiliated, share common parent companies or other important information that may shed light on missed opportunities.

Give yourself the information you need when calling clients referred by other clients or leads without needing to back out of information and telling the system you ended the sales call.

Skype integration let's you dial directly from your account listings anywhere their phone number appears in the interface. This means you can use Skype as your phone service to clients and dial quickly with one click.

Integrated company email let's you email 1-to-1 messages from your email templates to your accounts or any email in the system. Create form letters that will personalize to your clients and trigger in seconds while working an account.

Keep sales scripts for each opportunity just a click away when making sales calls. Great for telemarketing efforts or simply reminding yourself of what notes to hit on every call.

Exclusive opportunity worksheets encourage and store proven sales practices with each account. The opportunity worksheet will organize your information quickly within the program at the speed you need to take notes during a sales call. The information can be viewed and printed as a report view, or searched as part of your knowledge base.

Sort and view accounts on your dashboard by your current priority to stay focused and on task when working accounts. See your hot leads by priority. Sort your sales Dashboard by: Recent opportunities, Recently added opportunities, activity within the last 30 days, activity within the last 90 days, opportunities by amount, neglected accounts and more.

Create a searchable knowledge base of all your sales notes to leverage when talking to customers.
Dynamically view your sales pipeline and get your hands on the opportunities in a unique click and drag interface.

Write sales orders based on your opportunities and print or export them for importing into other applications
List Customization

Choose from list templates designed for most common mailing practices.

A powerful list filter lets you easily create custom lists from your contacts.

Store custom lists to reuse for future mailings.

No limit to how many lists you can create or store for repeat mailings.
Scheduling

Create complex campaigns that take place overtime.

Repeat campaigns quickly.

Quickly review your list to double check who will be receiving your mail.

Easily create and run test campaigns to view your email in various email clients.

Quickly test any of your email layouts to any single email you would like.
Reports

Watch the success of your mailing in real time.

Monitor the success of your campaigns in real time with our powerful reporting tool.

Follow information on who has opened your email campaign.

Track who has clicked through to your offer.

View what percentage of recipients have unsubscribed from your list.

If you can cut and paste you can build world class html email from designer templates for newsletters, promotions and more.

View your marketing schedule at a glance, know what you've sent, who's opened it, and who has clicked through to your website.

Create custom email layouts with our powerful email editor. Include links to offers, customize graphics and more.

Click and drag graphics to where you would like them. Work in code view to create any email layout you can imagine.

Performance Desk is as easy to use as any word processor or online email. Why pay for stand alone email marketing products or outsource it when you can do it yourself all within Performance Desk!

Include links to offers.

Include multiple graphics to enhance your designs.

Click and drag graphics to where you would like them in your layout.

Quickly personalize emails to your contacts with automated fields such as name, company or more that will direct your broadcast email to each and every recipient.

Performance Desk is like no other web-based software you have ever experienced. It’s a revolutionary approach to cloud computing that takes advantage of web 2.0 in a mind blowing way.

For the first time you will have all of the speed, flexibility and movement familiar to desktop applications, in software that you can access from anywhere, anytime on any web browser.

The software provides small to mid-size business with an affordable way to subscribe to email marketing, CRM, help-desk, contact management and virtual office tools, all in one easy to use product. Geared from the ground up to provide a variety of solutions to common small business tasks, Performance Desk is designed to help entrepreneurs and start-ups get more customers, more sales from existing customers and grow their business.

Performance Desk is designed for any small business office or extended workplace that may include telecommuters, contractors and sales road warriors, who can feel more connected through the software’s features.
Security features easily focus information to the people who need it the most. Fast easy access of the unique user interface offers desktop performance such as floating windows and clicks and drag mobility. Users can easily have multiple views into data open at the same time to gain greater knowledge of their information.

You can access Performance Desk securely from any computer, an iPad or your smart phone with web browser. Today's economy requires that you can't miss an opportunity when you're out of the office. With Performance.

Product Organization Features

Performance Desk gives you a way to create an online data base of your products and services. Keep track of inventory quantities and associate that information with customers, accounts, support and more.

Get a real understanding of your inventory costs and stocking needs. Organize your products and services in a meaningful way.

Import your suppliers and product information one at a time, or from an Microsoft Excel (tm) or text file.

Assign product detail and associate official descriptions for press, catalogs and other company needs.

Keep product information consistent and organized.

Build products from assemblies and parts and have the system automatically make adjustments to quantities to reflect your build.

Help Desk Features

Performance Support is an additional module for Performance Desk that will provide you with help desk features, service records, return authorizations, online customer or warranty registrations and more.

This module provides you with the tools you need to provide your customers with world class support. Manage every contact with a customer fast and efficiently.

Provide the type of support that fortune 500 companies provide included with your subscription at no extra cost.
Performance Desk provides a full scale customer service and help desk management system that lets you follow customer service inquiries, incidents and problems and make your happy customers your best advertising.

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