CRM Configuration and Customization

Salesnet is extremely configurable. We believe that a CRM should wrap around your business and easily configure to your processes, your reports and your nomenclature. We understand that using terminology already accepted in your organization advances adoption and reduces complexity during sales team implementation. Our Smart Forms ensure that you collect the right data at the right time in your process. The Salesnet Process Builder is a powerful patented workflow engine that is fully adaptable to your organization’s way of doing business regardless of your industry or sales methodology. You can create multiple processes and give users access to only the ones they need. Configuring Salesnet CRM is done with clicks, not code, so no advanced technical background is needed.

We also offer advanced customization resources including XML Web Services APIs. Our flexible infrastructure will support configurable HTML for web forms and internal dynamic URLS. Our professional services team will work with you to simplify your most complex processes and 3rd party integrations. If you want to drive the right activities at the right time and easily capture the right data at the right time, Salesnet CRM is the right system for you

Process Builder with Smart Forms

The Process Builder is our patented workflow engine and fully adaptable to your organization’s way of doing business regardless of your industry or sales methodology. You can create unlimited processes and give users access to only the ones they need. Inside our Process Builder, you can use custom screens called Smart Forms to collect critical data at any step inside your sales process.

Configurable Nomenclature

Salesnet CRM allows you to customize the application to reflect your business. Use your terminology, store data in fields you create, and even display your company logo. Configuring Salesnet CRM is done with clicks, not code, so no advanced technical background is ever needed.

Data Import

Salesnet CRM features built-in functionality to import data into the CRM including leads, opportunities, accounts and contacts.  Data from any source can be imported. You can assign incoming records or automatically distribute.  Duplicate checking is built in.

XML Web Services APIs

Our Web Services API allows you to integrate your Salesnet CRM data with other applications, databases or websites. We provide free, fully functional code samples in a variety of different programming languages to get you started.

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Configurable HTML for Web Forms

Capture leads from your Web site and the application will route them intelligently to your team. Also known as external data capture, Salesnet CRM can automatically route leads from any website, corporate intranet site or call center into the application and then to members of your sales team. Easily report on campaign effectiveness and eliminate the tedious data entry.

Integration Links

Salesnet CRM allows you to quickly get data in and out, and to easily integrate with other applications via URL parameters to perform a specific action. Uses can include passing deal information to billing systems or retrieving specific product inventory levels from ERP systems.