Overview:
Saratoga CRM has a unified architecture and was specifically designed to work in a variety of different contexts, including client-server, Internet, and mixed mode. The Saratoga CRM system also has an open database design that takes full advantage of what database engines like Oracle and Microsoft SQL Server have to offer. Saratoga is intended and designed not only for your company's use in sales, marketing, and support professionals but also for your customers and channel partners. Saratoga CRM is relatively easy to understand and work with because of its streamlined workflow and intuitive interface. You will easily adapt to the information content based on the type of user you are dealing with, as it offers personalized data views and security groups. The solutions provided by Saratoga include a comprehensive library of out-of-the-box functionality that can be customized and augmented with company-specific business rules and procedures as needed. By utilizing the high-level components of the Business Application Studio, these adjustments can be carried out quite easily and effectively without requiring laborious programming or coding or affecting users who are already logged in. With Saratoga software, businesses can make the most of their scalability by using a solution that can easily meet their needs right now and then grows to meet their needs as they change in the near future.
About Us:
Aurea Software Inc., which has been called the "Netflix of business software," added three more customer relationship management (CRM) products to its Future of Commerce line. These are Onyx, Saratoga, and Pivotal. The prime focus of Aurea's business strategy is the acquisition of established and highly functional CRM products that have seen little in the way of innovation in recent years. The company also offers cutting-edge cloud-based technologies to give customers the best of both worlds: stable, proven technology and next-generation innovation. Saratoga was structured for customers who are struggling with migration and complexity problems, keeping them and their vision in mind. Therefore, organizations with Saratoga CRM technology can easily benefit from it. It helps even the most complicated multinational operations run smoothly and effectively across teams, regions, and languages. The following are the three top-tier CRM modules that are available through Saratoga software:
Sales: The sales automation and management application known as Saratoga gives sales staff the timely and relevant information they require, as well as the ability to personalize dashboards and a dynamic forecasting tool so that they can identify opportunities and work toward bringing them to a successful conclusion.
Marketing: The Saratoga Marketing Communications Center makes it simple to plan and implement successful lead generation campaigns and customer loyalty programs, as well as to analyze their influence on the organization's bottom line after they have been put into action.
Service and Support Both Provided: Companies can streamline their call center operations using the Saratoga software, ensuring that their customers always receive the rapid and responsive service that they expect at all times. Because the staff has immediate access to information about the client, the product, the warranty, the billing, and the quality, they can immediately meet the customer's needs and solve their problems.
Saratoga's business model, in which clients have access to all of the products in the CRM software portfolio Aurea offers more than just the sale of software. It propels innovation by putting focused visions into action, which not only helps businesses and organizations but also lays the groundwork for their continued success in the future.
Company’s services:
The key features of the Saratoga CRM System are listed below:
You can easily send customer contacts and several calendar items from the data view portal or via a report straight to Office 365; and integrate Office 365 items (email, google calendar, and customer contacts) with the available CRM’s Thin Client records. You can easily send all the data and customer info, contacts, etc. using data view or report directly to Office 365. (Access to Saratoga data can be obtained from Office 365 as it has a connection with Office 365.)
- Improved Access to All Features and Functionality in the Mobile Client
You can easily view attachments without having to save them to your device, open records after drilling down to them in reports, and enjoy more control over how your search works.
- Speedy + Streamline Records Transmission
You can easily, without any hustle, send records to your preferred colleagues as PDFs automatically out of the Saratoga Rich Client as well as email attachments from a grid. This will make sure that your coworkers get the most up-to-date information from your system as quickly as possible.
- Enhanced User Interface for Reports in Thin Client
Experience a better user interface with more ways to access and see reports, such as options to edit, print, and send messages, as well as the ability to refine criteria.
- Easier Rollouts Made Possible Thanks to Rich-Client Configuration
You can easily deploy all the rich client configuration files from one single file location, which will not only save you important time but also make it much simpler for you to edit and update the settings.
- Efficient Integration Using Web Services
With web services, users can have more efficient integration, as well as get additional information regarding the state of the integration (including any faults) and streamline troubleshooting.
- Powerful, Personal Customizations
Make it easy to fit your solution into your existing workflows and processes. This will let you respond quickly to changing circumstances and take advantage of every chance.
- Dashboards That Are Both Flexible And Configurable
Dashboards are easy to change so that they show the most important information. This means that your whole team can come together quickly with the same information.
Pros:
- There is no need to carry a PC with you or turn it on to update after a sales call because the Saratoga CRM app permits upgrading immediately after a customer call while on the move. capable of keeping sales cycles up to date with all relevant information while that information is still fresh in their minds. With the help of an add-on for the software, you will also be able to automate mileage monitoring, which cuts down on the amount of administrative work needed to arrange all sales calls.
- It is no longer necessary for the frontline manager or sales management to wait until the sales rep is back in the office or connected to update sales cycles. Instead, they can obtain real-time updates on the progression of the pipeline immediately after a sales call.
Cons:
- Make sure the rollout is well planned and carried out, and communicate with the user community a significant amount of time before the deployment so that you can resolve any problems or worries that may arise.
- The software does not provide access to all of its functions, such as the ability to generate a contract for signing. The fact that this system does not interact effectively with other applications contributes to the impression that it is more suited to the analog era than the modern one.
Conclusion:
Saratoga CRM is a comprehensive, web-based software solution that enables large, global organizations in the chemicals, consumer products, energy, insurance, and selected manufacturing industries to manage and improve customer relationships efficiently. If you are a major multinational corporation or a medium-sized business that is undergoing significant development and expansion, then this customer relationship management (CRM) solution—Saratoga CRM—would be perfect for you. It includes everything from initial marketing outreach to sales and post-sales support. This CRM is a completely open platform that gives quick access to the web and wireless networks and guarantees the highest level of performance. Users will have a better time if they can easily get live help, and any bugs should be fixed before the product is made available to everyone. Users need to be kept up to date on any changes, maintenance, or other service interruptions. This can be easily done just by keeping the lines of communication portal active and open.