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When it comes to sales, marketing, and customer relationship management, One size does NOT fit all.

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  • Features

Most CRM software does a fine job managing your contacts, to-do's, calendars, and appointments. However, in today's ultra competitive world, effective sales and marketing strategies require a proactive approach. Up to the minute customer buying information is critical. Integration with telephony to provide seamless customer service is a huge competitive advantage and is easy to deploy with Launch. Quote and order history, converting quotes to orders, and order entry right from the CRM interface are examples of what is possible when RightSize Launch is deployed.

RightSize Launch provides not just CRM tools, but also an organized framework from which to develop and launch customized tools and applications that help you to dial in more quickly and accurately to your customer's ever changing needs. In today's fast paced world, you don't have time to wait until the end of the month for the data necessary to read and react to your marketplace and your customers.

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Additional Launch Possibilities

Online or Offline Access

Launch allows users access to key information such as whom to call, when to call, calendars, and call history, whether or not you or your team members are connected to the Internet. Replication of data between host systems and each of your team's laptops occurs automatically. If you are forced to disconnect prior to the completion of data replication, Launch will finish the next time you log into the company network and / or the Internet.

Integration with Telephony

No matter where you may be, whether it be home, company offices, hotels or airports, when you are signed into Launch and a customer calls, the software will automatically pop up the customer / prospect maintenance screen, and display activity history. Your phone will then ring, whether it be a cell phone, home office phone, or hotel phone. This is seamless to your customers, and effectively leverages telephony directly into the customer service experience.

ERP / Legacy System Integration

Real time customer transactional data needs to be available for both sales and customer service people to work in a collaborative and effective fashion. With Launch you can be sure all who touch your customers and work with your prospects are on the same page. You won't have to worry about different data and different stories being told between sales, marketing, and customer service to a customer or prospect.

When order history and payment history are available for recall and analysis, sales, marketing, and customer service people can work in a coordinated fashion to much greater effect. Your customers will have the feeling of security and confidence with the knowledge that you are completely on top of and in touch with their needs, issues, and business. You are now better able to compete for additional business in areas that do not involve reductions in price and margins through this enhanced customer service experience.

Customer / Prospect "Touches"

Launch gives you the ability to see and track the entire life cycle of the prospect to customer process, as well as the process of turning new customers and average customers into great customers. Each “touch” of prospects and customers is documented and available as data to be analyzed. Customer touch points that are managed and integrated together make for much quicker conversions from prospect to customer, as well as better retention and penetration within existing customers.

Schedule Next "Touch"

Upon completion of a contact call or touch, Launch will prompt the user to schedule the next touch, which reduces the chance for lost or forgotten follow ups. Additionally, users can schedule recurring calls, meetings, email touches and more. This schedule is date and time driven, which enables the sales professional the easy ability to stay organized and on top of the work load.

Integrated Order Entry

Once a customer is on the phone and the sale is underway, there is no need to exit Launch to take the order. Within Launch, a single click opens the Order Entry interface, defaulting to the customer on the phone, his or her pricing, order history, favorites list and more. Orders can then be easily built within Launch using a whole host of time saving tools. Upon completion of the order, it then flows automatically into the host ERP system, where all the normal validations take place.

Track and Allocate Salesperson Expenses

Launch provides sales professionals with an easy interface for which to enter and track sales related expenses. Launch will feed this data to the accounting department for quick and easy processing of the reimbursement. Having a quick and simple method of entering sales expenses provides a much faster and accurate method for connecting sales expenses to the appropriate customer and sales cycle. This in turn allows the company to better gauge the actual costs incurred to win the business associated with the expenses.

Help Desk

Launch offers Help Desk functionality for both internal and external use. From problem diagnosis to assigning resources, scheduling the work, ordering replacement parts and more, this application offers a unique and effective approach to both internal and external help desk, service, and repair issues.

Warehouse Dock Scheduling

Warehouse managers tend to spend an inordinate amount of time figuring out which trucks can arrive at which dock or bay and at what time and for how long. Managing both the inbound and outbound traffic can be very difficult. The overlooking or mis-scheduling of either an inbound or outbound shipment can mean costly delays in deliveries to your customers, as well as opening doors to your competitors. With the scheduling tools inside of Launch, this process becomes much simpler and more accurate. The schedule that Launch creates can be viewed and updated by multiple people within the organization if necessary. The warehouse manager will also be able to keep track of his appointments, contacts, and “to do's”, both internal and external, enabling a much more effective and efficient warehouse work flow.

Customized User Experience

Successful selling and customer service depends upon finding the right answers and information quickly and easily. With Launch, users can 'customize' what appears in their dashboard, according to what works most effectively. Each screen is movable, and many screens communicate and work with each other, thus reducing the number of clicks required to get to necessary data. The end result is a better experience for your customers.

Built-in intelligence

The Import Wizard is able to find logic/patterns in the data that is uploaded, which is then mapped into the appropriate fields automatically. This enables non-technical people the ability to better manage the importing of data, such as lists of prospects and / or customers from a trade show.

Secured Data Access

Access to data can be segregated according to role &/or organization level. Sales people have access to their customer and prospect data, but can be limited to just that. Sales managers on the other hand may be allowed access to all customer and prospect data. This reduces conflicts between sales people without limiting their ability to increase sales within their own customer base and territory.

Workflow Automation

Users can create work flow scripts in Launch to automate tasks for sales, marketing, and / or business development processes. An example of this would be automating the flow of data inputs required to create a new customer. Use of such scripts significantly reduces complexity for the users, and training expenses for the company.

Internationalization

Launch architecture is such that multiple language interfaces are easy to install and implement, which significantly reduces the complexity of leveraging the power of a world wide sales organization.

Geographical Tools

Launch can be easily linked to Google maps in order to calculate travel time and directions. The travel time calculations are then used in the scheduling functionality to automatically add time for getting to and from meetings. This helps eliminate over-booking and being late for meetings.

Integrated Email and Calendaring

Email and calendaring functionality is of course integrated throughout the Launch application for ease of access and use without having to leave the Launch application to get to a separate mail and calendaring application, thus saving time and reducing complexity.

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RightSizeUSA

866.477.4761

info@rightsize.com

www.rightsize.com

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2.636.6136

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www.rightsize.com.ph

Suite 1202 Taipan Place
Emerald Ave. Ortigas Ctr. Pasig City 1600

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