Impel CRM is a comprehensive tool designed to automate, simplify, and manage sales information, enhancing the efficiency of sales teams by reducing administrative tasks and improving lead tracking. The system offers features like lead management, opportunity tracking, and account management to streamline sales processes and foster better customer relationships. By providing integrated solutions and real-time data access, Impel CRM helps organizations increase sales performance and build long-term customer loyalty.

2. Impel
Customer
Relationship
Management (CRM)
Automate, simplify
and manage all the
information your
sales organization
needs with one
comprehensive CRM
tool.

3. Introduction
Every sales force is burdened with numerous routine, cumbersome,
administrative manual procedures that can disrupt sales cycles and interfere
with actual selling time. Most of the times, busy sales representatives feel that
they do not have time to follow-up prospects, leads and end up chasing best
leads and ignore the rest. As a result the sales organization are unable to track
leads, customer information are scattered across and no up-to-date data of
customer is available.
Which brings to our subject : CRM systems
For many organizations, CRM Software has demonstrated its ability to provide
immediate value to the sales force by improving their ability to sell, to streamline
and automate sales process, to spend more with prospects and customers
understanding their needs ,requirements and significantly increasing their
success rates.

4. Elements of a CRM System
Sales
Marketing Product Customer
Force
Automation Mgmt Support
Automation
Business
Functions
Content Management
Personalization Query/Report Mgmt
E-Mail and Collaboration
Platform

5. Collaborate and Close Sales with Impel CRM
 Helps you sell more.
 Marketing automation and lead management ensure that you get
higher-volume and higher quality leads.
 Effective qualification improves sales potential and cuts time on
wasted leads.
 By automating time-consuming tasks and reducing data entry, CRM
gives you more time for selling.
 Makes you more responsive to customers since you have a complete
view of all sales history, complaints, etc
 Lets you identify high value customers and chase them effectively.
 Impel CRM lets you effectively manage all aspects of sales cycle and
increase the teams performance.
 Empowers your sales team by streamlined and simplified sales
processes.

6. Impel CRM Concepts.
Leads: A lead is a raw and Opportunity: is a qualified
unqualified entity but a prospect interested in your
potential opportunity for your Business and builds your sales
Business pipeline.
CRM Concepts
Accounts: Accounts are Contacts: Contacts are people.
Companies, these could be your They are individuals associated
customers, dealers, partners with the Accounts that you are
and even competitors. tracking

7. Track your Potential Opportunities: Leads
A sales lead is the identity of a human or entity
potentially interested in purchasing your product or
service, and represents the first stage of Sales Cycle.
Sales leads are generic leads – generated from either
lead generation processes such as trade fair, trade
shows, direct marketing, advertising, Internet
marketing, Referrals etc.
For a sales lead to qualify as a sales opportunity these
leads must be tracked effectively, qualification must be
performed and evaluated. You can do all this and
much more with Impel’s Lead Management system.

8. Lead Management.
 Web-2-Lead. Easily build forms that automatically transfer Web site leads right
into Impel CRM and send a personally tailored response back to the prospect.
 Consolidate lead. By quickly importing leads in to the CRM system either by
Manual data entry or CSV upload.
 Automatic lead routing. This lead-management feature lets you route leads
automatically to the right sales organization or rep based on your organization’s
territories, business rules.
 Lead history tracking. Impel CRM’s lead tracking lets you monitor every change
from lead creation to conversion.
 Lead qualification. Essential part of lead management, lead-qualification
processes ensures that comprehensive qualification processes re carried out to have
qualified business opportunities.
 Lead conversion. All it takes is a single click to convert qualified leads to business
opportunities.

9. Fig. Lead Management Portal

10. Build your pipeline with Opportunities.
Business opportunity is your qualified lead to whom
you can sell your product or services. Opportunities are
the sales or deals that you want to track. By adding
opportunities, you are building your “pipeline” by
qualified prospects. Opportunity tracking and effective
management can help you collaborate and close deals
efficiently.
With Impel’s Opportunity management system you can
chase less and close more deals.

11. Opportunity Management.
 Opportunity tracking. Impel CRM streamlines collaboration across your
organization. centralized place to update all opportunity-related information—
customer communications, stages, business you likely to generate etc.
 Opportunity analysis. Improve sales lead tracking with fast, easy analysis of your
CRM sales pipeline
 Collaboration. With a rich, up-to-date data source at their fingertips at all times,
reps and managers can close deals faster
 Opportunity stages: Opportunities have “Stages” that show how the deal is
progressing and identify ,eliminate bottlenecks in the sales cycle if any.
 Sales Forecasting. Tracking opportunities shows how much business you are likely
to generate.

13. Succeed by effectively managing Accounts.
Accounts are Companies. These organizations are your
customers, dealers, partners and even competitors.
Complete details of Accounts helps your internal team
collaborate easily and have a single view of your customer’s
across products, territories, buying history and the
company trends which helps you up-sell and cross-sell.
Through Impel CRM’s Account Management , you can
build a loyal and more profitable relationship with your
accounts as you have a deeper understanding of each
account.

14. Account Management
 Capture data . All the required data of your accounts. Be it addresses, phones,
industry, revenues, type, employees.
 Related info such as contacts, opportunities, activities, tickets, notes
 Identify Opportunities. and improve up-selling and cross-selling opportunities.
 Consistent Interactions. Ensure health of your accounts with by being in regular
touch .
 Collaborate . Share account information across internal departments to have a
single view of customer.
 Build Relationships. Understand account status at all touch points and build
loyal relationships

16. Contacts, Key to grow your Business.
Contacts are People. People associated with the
Accounts that you are tracking. Contacts can be
associated with multiple accounts in different roles.
Contacts can be created when a Lead is converted, by
being added individually or by being uploaded in to
the CRM data.
Impel CRM’s Contact Management is an integrated
solution that allows organizations to store and
manage contact information, interactions, activities
associated to the contacts and their respective
accounts.

17. Contact Management
 Contacts represent the view of the respective accounts.
 Helps you build, track and manage your contact database as a single repository with
a consolidated view and track all the activities associated to each of these contacts.
 Manage all customer and prospect communications and interactions in one
centralized hub.
 Avoids duplication of data as the CRM system automatically checks for duplication
and increases data cleanliness.
 Easily import all your contacts to the CRM with the CSV import.

19. A highly comprehensive yet fast-to-deploy CRM solution,
Impel CRM goes far beyond any other Software-s-a-Service
(SaaS)offering. Bring clarity to your sales and accelerate
processes, build long-term customer relationships, boost
call center efficiency and derive business intelligence.
With Impel CRM you can do all this and more – leveraging
an easy-to-use and highly tailorable solution offered at a
predictable per user, per month price !!
www.impelcrm.in

20. Our integrated suite of on-demand CRM application is relied
upon by the Customers to align their business to accelerate
Sales.
ImpelCRM Product Brochure
ImpelCRM Concept Note
ImpelCRM Product Demonstrations
Schedule a Demo
Have our CRM experts present you the buzz of On-Demand CRM.
Sign up for a Free Trial and leverage Impel CRM suite !!

21. PK4 Software Technologies Pvt. Ltd. is a Bangalore-based
software company that delivers software solutions in a
revolutionary manner . PK4 is the SaaS CRM leader in
India. Our flagship CRM product - Impel hosted CRM goes
far beyond any other Software-s-a-Service (SaaS) offering s
and helps companies put their customers at the center of
their business.
www.impelcrm.in