Category: Portfolio

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We needed a simple mechanism to track our team’s time against projects and customers. We tried several solutions available in the marketplace, but nothing quite fit us. So we rolled our own, so to speak.

We created a portal that helps us track our time efficiently and facilitate project management and reporting. The solution also integrates with Quickbooks Online to seamlessly integrate time entry and accounting, all done in the cloud.

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Entrepreneur and philanthropist Ted Cochran came to us with an idea for a platform in the cloud that could help match volunteers to organizers for local events.

Together we designed and developed DSM Today, an easy-to-use online directory service designed to help Greater Des Moines nonprofit organizations, community groups, and affinity groups of all sizes connect with people who want to “Do Something Meaningful” (DSM) for their community.

DSM Today helps organizations recruit volunteers more effectively, gain better visibility, and build stronger support from the community through customized cause web pages.

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Partner in Success

When AgReliant Genetics was looking for a partner to build an integrated CRM application on the iPad they looked to the team at Sincera.

Through joint visioning sessions, the team identified a solution that leveraged the functionality of the iPad to meet the needs of their distributed sales team. The application included mapping of customer data with color-coded pushpins to highlight customers who needed the most attention, online and offline data access and management for key profile information, and integration directly into their central CRM system.

Award Winning

AgReliant recently received the Gartner and 1to1 Media Gold CRM Excellence Award for Sales Force Effectiveness. The company was recognized for its innovation in driving sales and user adoption through AiM.

The Gartner and 1to1 Media Gold CRM Excellence Awards highlight world-class customer strategy and CRM initiatives. Each nomination was judged on how well the organization’s sales strategy helps to improve salesperson productivity by engaging prospects and customers and meeting or exceeding revenue targets across several criteria. These criteria included: the quality of the overall sales strategy, the execution of that strategy and the final results of the strategy. Each nominee provided examples of how such elements as compensation, training, and technology helped to improve sales performance.

Want to Learn More?

If you would like to hear first-hand on the solution we developed with AgReliant, take a few minutes and watch the short video below.

Let’s Create Something Amazing Together

If you are interested in a mobile solution to take your sales force to the next level, you have come to the right place. We would love the opportunity to earn your business.

MasIntegration

Keeping contact information up to date between SalesLogix and MAS Accounting has been a challenge over the years. As information gets updated in one system, it becomes out of synch in the other.

SalesLogix provides Dynalink to resolve this issue, but it requires multiple steps and the information isn’t real time.

Sincera has created an integration that alleviates this synchronization headache. It integrates SalesLogix Contact, Account, Address, Quote, and Order information REAL TIME, no manual or scheduled synching.

When a sales user wants to see details from the accounting system, they can just click a link and view the item in MAS.

When a user enters a quote or an order on an opportunity, they pass the order detail to MAS to enter the order into the accounting system, all products and totals stay up to date on both sides allowing for accurate forecasting and funnel reporting from within SalesLogix.

Give us a call to see a demonstration of this integration.

Dynamics CRM

Experience Matters

Sincera’s consultants have been working with Microsoft Dynamics CRM since it was in beta, back in 2002. Our clients include small businesses with only a handful of employees, and large corporations valued at over $1 billion (USD). Sincera has a depth of experience in understanding both sales processes, and how to develop complex workflows into Dynamics CRM.

Sincera Solutions is a joy to work with. The consultants are very capable and provide exceptional personalized service.”
– Christopher, Regency Properties

Product Overview

You can perform and automate many business tasks with Microsoft Dynamics CRM, including:

  • Keep and use all your customer information from one place.
  • Schedule and track activities, and send e-mail messages.
  • Analyze data using charts and dashboards.
  • Generate reports.
  • Manage marketing lists.
  • Track advertising and marketing campaigns.
  • Analyze customer responses to your sales and marketing initiatives.
  • Keep detailed notes and an activity history for each business record.
  • Run Microsoft Dynamics CRM from within Microsoft Office Outlook.

Sales Force Automation

Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.

Customer Service

Microsoft Dynamics CRM meets the changing expectations of customers with a service solution that is robust and flexible. Users find familiar functionality and an interface that let them work in a personal, natural way. This intelligent solution informs customer service professionals with guidance that is insightful and actionable. The result is a connected, collaborative, and integrated organization.

Marketing

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.

Connect with us today for your free consultation

SalesLogix CRM

Committed to Your Success

We first seek to understand your business needs and challenges, and then use our depth of technology experience to help create solutions.

They have consistently demonstrated that they take the time to understand our business needs, priorities, deadlines, and existing skill sets. Their experience with the SalesLogix product, customization, and upgrade process saved us a great deal of time and frustration.
– Dwight, Homesteaders Life Company

About SalesLogix

Award-winning SalesLogix is the CRM solution that enables businesses to acquire, retain, and develop profitable customer relationships by increasing sales and marketing performance and maximizing customer satisfaction and loyalty. Sage SalesLogix delivers deep, rich customization capabilities, high levels of end-user adoption, and low total cost of ownership across all deployment methods including Web, Windows, and mobile devices.

Sage SalesLogix provides organizations with the Freedom of Choice to select the access methods best suited for their teams, without sacrificing functionality, usability, or robust customization capabilities. Users can be more productive as they always experience the same rich user experience, regardless of application preference.

With more than 300,000 users at over 8,500 companies worldwide, Sage SalesLogix is the leading CRM solution for small to midsized businesses and divisions of larger enterprises, and is part of the Sage Software family of integrated business management solutions.

Want to learn more?

Take a look at the video below for a brief introduction to SalesLogix, and how it can help you sell more effectively.


Contact us Today

If you would like to learn more, or receive a personalized demonstration, we’d love to connect with you.

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Salesforce for Your Business

We work closely with business and IT to help you develop a CRM strategy, choose the right tool, and fit it to your business.

Sincera was able to implement all of our crazy ideas for screen configurations, tabs, drop down boxes and data. If we would have purchased the out of the box program it wouldn’t have been a quarter as useful as the completely customized version Sincera created for us.
-Valerie, North American Minerals Corporation

Sales Force Automation from Salesforce.com

Sales force automation (SFA) is the most widely used of sales tools, speeding and streamlining all phases of sales from lead management to analytics and forecasting. Salesforce is the world’s #1 sales, service, and marketing app. Thanks to sales force automation from salesforce.com, more than 100,000+ customers and 2 million subscribers worldwide can manage people and processes more effectively, pursue more business in less time, and close more deals.

Salesforce.com’s sales force automation is more comprehensive, much simpler to customize, and easier to use than conventional sales software. It lets reps, managers, and executives focus on customer relationships—instead of managing sales software and IT infrastructure.

With sales force automation, reps can spend more time selling and much less on administration. That’s why, in contrast with conventional sales force automation tools, the Salesforce CRM sales force automation suite is quickly adopted throughout the organization, becoming the sales tool of choice for reps both in the office and the field. For companies large and small across all industries, the results are unparalleled productivity and revenue growth. Recent customer success figures tell the story:

  • 32% lead conversion
  • 32% increase in sales productivity
  • 44% increase in forecast accuracy

It’s no wonder salesforce.com’s sales force automation has a customer satisfaction rate of 95%, far surpassing that of conventional sales software, or for that matter, of any other sales tool.
Sales Software Benefits without Software Headaches

Your sales success toolkit

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it’s easy.

We would like to hear from you

Contact us to help you setup a free trial and discuss your CRM needs.

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Cloud Portal + Integrated CRM Solution = Complex Targeted Geo-Campaigns

Katon needed a way to help their customers build targeted marketing campaigns based on geography.  To meet this need, we built the Katon OnDemand portal.  This portal allows customers to log in to a secure website, and create marketing campaigns based on proximity.  The campaigns integrate with automated voice broadcasting, a variable printing system, and email marketing.