Sales Methodology

The sales methodology present in the Ardexus MODE CRM software package for Lotus Notes is based on SalesWays method presented by Dr. Keith T. Thompson in his book, Sales Automation Done Right. This methodology has been refined with over a decade of testing and proven successful in a host of different markets.

Access fast, easy and reliable sales forecasts from the information provided by your sales force. Roll up sales forecasts across the sales team, or look up sales forecasts across the organization.

Ardexus MODE features Sales Advisor, a built-in sales coaching tool to keep salespeople on track. After your sales force answers a few questions about the opportunity, Sales Advisor can provide tactical advice directly to the sales force. By analyzing the user-entered data using established and proven SalesWays methodology, Sales Advisor can determine what the salesperson needs to do to stay in control of the situation.

Ardexus MODE goes beyond the age-old and historically faulty method of selecting priorities. With factors like probability, time remaining in the sales cycle and other related information provided by the user, Ardexus MODE organizes priority levels from a list of opportunities that will make best use of the salesperson’s time, and ensure a higher degree of sales success.

Mobilize Your Team with BlackBerry

Ardexus MODE for BlackBerry allows users to access or update any contact history or contact information on-the-fly from their BlackBerry device.

Ardexus MODE for BlackBerry is a native BlackBerry application built using standard BlackBerry technology. This means that Ardexus MODE for BlackBerry is not browser-based, which makes it easier-to-use and fully compatible with all BlackBerry devices.

Lead Tracking

Track your leads through the entire sales process, whether it is a newly created lead, a qualified lead or an opportunity. Leads can be tracked by a number of criteria such as priority, territory and region.

With the Ardexus MODE software package, leads can be automatically routed to manufacturer’s representatives, VARs or sales agents. Regional sales managers can easily manage their distribution channels using Ardexus MODE.

All leads stored in the system can easily be tracked; leads that have not been followed-up can be reviewed and managed accordingly.

Marketing Campaigns

Marketing events can be planned, logged and then tied to individual leads. Leads can then be tracked to determine the effectiveness of the event.

Build complex marketing plans and have the entire campaign management process tracked from one central location.

Find new customers or touch-base with existing customers by creating one-time event emails that are automatically sent to everyone on the contact list, and then recorded as a completed marketing event.

With a loaded work and travel schedule, it’s nearly impossible for you to make a personalized appeal to all the prospects and contacts on your list, but Ardexus MODE’s automatic marketing tool helps you do just that. Users select contacts, pick a track of six different touch points, specify a timeline, and a marketing campaign will execute automatically. With Ardexus MODE, you can create a market awareness that makes your organization stand above the competition.

Reporting

Ardexus MODE can integrate with many existing reporting tools available, which provides the flexibility for you to use these tools to extract the data you need.

Users can easily access report views and report information easily and directly, as defined within the user interface. MODE features over 60 standard report views right out of the box.

Ardexus MODE Reporter

Completely configurable, Ardexus MODE Reporter is an Ardexus MODE add-on that can dynamically build reports at the user’s request. Users can also receive on-schedule, and automatically-formatted reports constructed by Ardexus MODE Reporter.

MODE Reporter seamlessly morphs your questions into dynamic queries that can extract any sales related data from MODE into report form. Query data from the Organization, Contact, IBO and Interaction levels.

Quickly pull MODE information directly into Microsoft Excel, where you have limitless capability to dissect the data in any way you want.

MODE Reporter features one of the easiest reporting interfaces you will find, which makes it easier to build, save and share your reports with other users.

Centralized Customer Information

Traditionally, customer information is found in separate quoting tools, contact management applications, Excel lists and many other places. Ardexus MODE provides a centralized Customer Knowledge Store where a copy of all pertinent information can be kept safely and retrieved as needed.

The left hand no longer has to wonder what the right hand is doing. Arm your organization with important knowledge from other departments so they can provide your customer with the best experience possible.

Contact management tools are a breeding ground for duplicated information and messy data. Ardexus MODE features duplicate checking, which eliminates repeated customer information, making it easier to find exactly what you need when you need it.

Ardexus Scope provides a staging ground for new information, and allows the information to be vetted before going into the Customer Knowledge Store, resulting in a cleaner and more functional database.

Planning Portal

Track everything you need to manage your numbers in one simple, clean interface, which includes YTD and KPI statistics, as well as the Sales Cycle Planner, Leads to Qualify and other important planning information.

Provides a snapshot view of YTD information; plots several criteria including To-Date Goals, Won IBOs, Forecasted IBOs and Invoiced IBOs.

Users can easily keep track of their KPI statistics, including leads, qualified leads and IBOs. KPI information provides the necessary business metrics to allow users to gauge the performance of the organization.

After-Sales Service

With Ardexus CARE Pro, track, log and organize all customer comments and interactions including warranties and service level agreements. Users can also analyze service performance and identify areas that require improvement to ensure customer satisfaction.

From Project Management down to the help desk, Ardexus CARE Lite easily configures to adapt to how you service your customers. This allows you to easily record and track your post-sales relationship with their organization.