How Does PegasusCRM Reduce Business Expenses?
Nowadays, being a successful business owner requires attention to detail across many fronts. With day to day tasks that can include managing marketing campaigns, monitoring sales funnels, and maintaining pristine customer service, keeping track of everything can seem impossible. While some executives choose to handle these responsibilities with their teams, the most successful ones rely on Client Relationship Management tools, or âCRMâs, to do the heavy lifting.
For those lacking clarity, a CRM tool is an on-site or cloud-based software that facilitates everyday operations of a business. But CRMs arenât solely built to handle the responsibilities listed above; theyâre equipped with the ability to process large amounts of customer data, run various business analytics, and even manage employee relations. In essence, they streamline every aspect of your business procedures, which can save you tons of money. But how, specifically, does a CRM tool reduce your businessâs daily expenditures, and why is PegasusCRM the right choice?
PegasusCRM was built from the ground up with merchant services and POS (Point-of-Sale) Systems at its core. Â As a result, the system unifies your organization by consolidating information in one place. It also lowers the cost of merchant acquisition by increasing operational efficiency, and utilizes a dedicated software developing partner to handle coding.
Whatâs more, there are a myriad of additional features PegasusCRM has that help reduce your costs of business. Check out some of PegasusCRMs most cost-effective features below and decide if this tool is right for you.
1. Consolidate the Sales Procedure
Time always correlates to money when a lead enters the sales cycle. Traditionally, sales representatives had to handle every aspect of tracking, opening and closing a lead on their own. PegasusCRM allows your inside or outside sales team to decrease time moving leads through sales cycle.
2. Eliminate Paper Documents
Paper has long been a frustrating expense for business owners. Luckily, the digital age has given us more sustainable options, and weâre now able to send documentation online. Pegasusâs digital signature, auto merchant agreement and a digital PDF importer tools eliminate the need to print and fax paperwork with clients. Whether you prefer telemarketing or door to door sales strategies, your team can go from lead to boarding within minutes.
Our recent integration with pdfHalo allows users to render any fillable PDF into a digital form that is uploaded to our database. The results are immediate; let your sales team fill in forms theyâre comfortable with just like they would a paper form.
3. Store and Retrieve Data Easily
This one kills two birds with one stone; it keeps your team from having to store data on paper sheets and helps them find digital data more quickly. The customizable dashboard and field management tools let you choose what you want to appear on your screen and where, and document manager keeps you from having to search email threads for old attachments. All merchant records, including historical information, residuals, and equipment are organized and tracked within our system.
4. Confirm Meetings/Tasks Quicker
Save time by sending meeting invitations to your employees or clients with just a few clicks. Instead of making countless phone calls and checking planners, you can send times that work for your subject and wait for a response. Executives can also assign tasks to staff members and attach files to all of the above. Instead of sitting around waiting for responses, you can send one message and get back to work.
5. Simplify Reporting
Creating residual reports that ensure team payment is easier than ever. With Pegasusâs Universal Residual Reporting, Integrated Residual Reporting and Residual Adjustment tools, you never have to do this by hand again. Youâve significantly cut down the time required to get your guys paid, and have a more precise tool for measuring exact payout totals. PegasusCRM splits residuals all the way down to the MID. What does this mean? You can split revenue shares however youâd like no matter how many parties are involved in the deal.
6. Reduce Business FrictionÂ
Managing your merchants has never been easier. Now, your merchants can submit and review documents, report problems and communicate with your support team from their computer, rather than wait for a representative to call their place of business.
While this list of tools may seem all-inclusive, there are several other features PegasusCRM has that can help your business run more efficiently. To find out more about PegasusCRM, contact 1-855-332-1608 , or visit us online at www.pegasuscrm.net











