The document describes AcuityCRM, an affordable CRM solution for South African small and medium businesses. It provides real-time funnel analytics to help sales teams accurately forecast revenue and improve performance. AcuityCRM calculates the size and velocity of a company's sales funnel to determine the realistic revenue potential and ensure accurate forecasting. It allows for centralized data access across devices to enable collaboration between sales, marketing, and other departments. The document outlines AcuityCRM's roadmap, including phases for data management, marketing capabilities, integration with other systems, customization options, and a specialized automotive vertical solution.

2. in your sales funnel to reach your sales targets
for the next three months?
AcuityCRM is the only affordable CRM built for the South African SMME market
from the ground up to meet your individualised needs. We offer an intelligent sales
productivity platform leveraging data integration, mobility and real-time funnel
analytics to give your sales team the tools they need to be successful.
What is lacking

3. AcuityCRM is the only CRM Company with a SMME solution with real-time funnel
analytics. This is derived from individual performance that ensures for accurate
forecasting. Accurate forecasting will result in an increase in revenue, reduced
costs and improvement in overall customer satisfaction.
AcuityCRM accurately pinpoints what you are missing in your complete sales
process to ensure that you focus on the appropriate steps to reach your sales
targets. AcuityCRM calculates the exact size of your sales funnel and the velocity at
which it will close, making forecasting more accurate than ever before.
brushing over Sales Figures
The days of
are no more...

4. Forecast like never before
The size of your funnel is the realisable revenue or the number of units on which your sales
team is currently working on and likely to sell. The revenue you can use for forecasting can only
be the total size of your funnel.
Velocity is the total amount of revenue your company will generate each month based on both
the opportunities currently in your sales funnel and each individual sales person’s performance.
Velocity is seldom used in budgets or cash flow forecasts.

5. AcuityCRM is a web-based solution
This will allow you to access AcuityCRM on any of your devices without installing the application, whether
it is your smartphone, tablet, or notebook. The benefit of this is that you will have access to your sales data
and customers in real time, thus anywhere and at any time when connected.
Still wondering why AcuityCRM is important to your business? Well, consider the following statistics:
3 out of 4 consumers
say they spend
more money with a
company because of
a positive customer
experience
CRM gives an
average ROI of R8.70
for every R1 spent
A CRM is known to
improve customer
retention by as much
as 27%
Per sales person, a
CRM can increase
revenue by a
whopping 32%

6. Modern business is littered with examples where things
sound easy in principle but prove more difficult in
practice. Any system becomes more complex with the
natural addition of time, people, processes or any other
standard variable. The key to success is to keep things
simple.
What makes theAcuityCRM funnelconcept so profound
is that it permits the sales professional to assess their
entire sale program in one or two minutes. It is truly a
case of “A picture is worth a thousand words”. Not only
can you see how far an individual is from reaching their
sales targets, but also what needs to be done to get
back on track for sales success.
MEASURE INDIVIDUAL SALES PERFORMANCE

7. AcuityCRM provides you with a sales roadmap which
guides your sales efforts by following a predefined
sales process. It adds visibility by providing you with a
real-time overview of where all your opportunities align
along your sales process steps and criteria.
AcuityCRM’s sales pipeline helps you understand your
process and increase your sales systematically. You’ll be
able to understand at which stage any deal is, whether
you have enough deals in your funnel to achieve your
goals as well as understand whether certain deals need
special attention.
Keeping track of your sales opportunities as they evolve
is critical to effectively manage your business, but you’re
more likely to maximize your profits if you accurately
project your sales.
AcuityCRM calculates the exact size of your sales
opportunities and the velocity at which it will close,
making forecasting more accurate than ever before.
Accurate forecasting helps you reduce unnecessary
spending, schedule production and/or staffing, avoid
missing potential opportunities and manage your cash
flow.
FORECAST ACCURATELY
MANAGE YOUR SALES OPPORTUNITIES

8. COLLABORATE ORGANISATION-WIDE
ENFORCE DATA INTEGRITY
The concept of getting sales, marketing and the back-office
functions to work more closely together isn’t new. It’s been an
issue for as long as different teams have been trying to work
together (at least in theory) to drive predictable, sustainable
growth for their business.
AcuityCRM makes this reality a little easier. Information between
all departments are shared on an easy to access basis. Information
is stored centrally and made available to any user from any team or
department with the appropriate access and permission. Access to
quality information also leads to improved team performances.
AcuityCRM keeps track of all changes made to information to
ensure responsibility is assigned. This improves the value of shared
information for the various teams. Ownership is the key to company-
wide collaboration.
Data integrity refers to the correctness, completeness and
consistency of data that is stored in AcuityCRM. Data integrity
ensures that all departments and users can rely on the quality
of data. Both our database designers and our developers are
responsible for implementing data integrity within AcuityCRM.
Input fields as forced to only accept certain data formats wherever
possible to ensure that inexperienced users don’t make unnecessary
data errors. It is also the responsibility of each and every user to
ensure data is captured correctly. This combined approach gives
you the best chance of having quality, reliable and useful data.

9. CLIENTS
ORGANISATION WIDE COLLABORATION
ensures for organisation-wide
AcuityCRM
collaboration...

10. TRAINING THROUGH THE ACUITYACADEMY
There is an immutable law of performance psychology: ‘Elite
performers spend significant time preparing for performance
than actually performing in formal competition’. In short, peak
performance is a function of training, and training is anchored by
deliberate practice.
Introducing a CRM system has shown to produce real results
– including direct improvements to the bottom line such as an
increase in sales, sales productivity and forecast accuracy. The
academy will train and support your staff to ensure that the goals
set upfront are achieved.
32% 40% 45%
SALES
SALESPRODUCTIVITY
FORECASTACCURACY

11. EASY ACCESS TO CENTRALISED DATA
A centralised system means that there is only one place a user has to go to find customer or company information, primary addresses, opportunities and
activities within the organisation.
There are several benefits to a centralised system:
• Any device can be used
• Improved data integrity
• Centralised support
• Ease of training
Whatever your requirements are, AcuityCRM allows users to access centralised data by the use of any device at any location.

12. The AcuityCRM Roadmap

13. PHASE ONE
A company needs correct, complete and consistent data in its CRM system
before time and money can be spent on marketing activities. For this reason,
phase one of the AcuityCRM development roadmap focused on creating and
maintaining customer data. This would apply to companies typically linked to
contacts and to products bought by those customers.
This is valuable information as it will give a company a base to work from in
maintaining or growing their customer retention. Once this information is correct,
complete and consistent, a company may continue to create new opportunities
and manage the activities around those opportunities to prevent leakage and
serve customer in a professional way. AcuityCRM’s unique dashboard with
funnel analytics will give the sales team a clear indication on sales progress
and how far they still have to go to reach their sales targets.
MARKETING
AcuityCRM allows businesses to develop long-term relationships with
established and new customers while helping streamline corporate
performance. AcuityCRM’s core strength is an ability to glean insight from
customer interactions, purchase history and feedback to create enhanced,
solid and focused marketing and brand awareness.
The AcuityCRM marketing component will allow for social media campaign
management and automated content marketing within its email, call centre
and SMS marketing capabilities.
INTEGRATION
AcuityCRM utilizes ourAddup XBridge Integration Hub™ to integrate seamlessly
with leading third party service providers, which may include:
Google
AcuityCRM’s Google integration will allow synchronisation of your Google
calendar events, selective & identifiable contacts and emails with your
AcuityCRM profile.
Office365
AcuityCRM’s Office 365 integration will allow synchronisation of your Office365
calendar events, selective & identifiable contacts and emails with your
AcuityCRM profile.
Sage One – Online
AcuityCRM’s Sage One online integration will allow synchronisation of your
client, contacts, products, pricelists and quotation to and from AcuityCRM.
Other
Should you require specific integration services outside the scope of the
roadmap, AcuityCRM will be able to design a solution to fit your specific needs.
ENHANCEMENTS
AcuityCRM’s enhancements will allow for customisation; such as custom fields;
analytics of your own sales metrics on the dashboards as well as custom report
writing capabilities.
AUTOMOTIVE VERTICAL
AcuityCRM’s automotive vertical is a highly customised CRM solution for the
South African SMME automotive market.

14. Address 10th floor | Hollard Building | 25 Owl Street | Milpark | 2092
Telephone +27 (0) 11 726-3617
please visit: www.acuitycrm.co.za
For more information