SalesOptima™ Pricing & Features

Stratus Express Stratus Cirrus Nimbus
(single user account)      

Annual Contract Pricing

Per User Fee (billed monthly)
$19 $24 $39 $64
Account Activation Fee (one time)
$49 $99 $99 $99

Optional Add-Ons (per user/ per month)

Monthly Contract Rider
$5 $5 $10 $10
Google Sync (Contacts/Calendar)
$10
Email Marketing (usage charges apply)
Tier 1 incl Tier 1 incl Tier 1 incl Tier 1 incl
$10
$999
Automated Email Lead Capture
Skype Call Logging Report
Invoice Management
Custom Built Reports

Support & Training

Guided Account Setup
1 hour 1 hour 1 hour 3 hours
User Training
Dedicated SalesOptima Account Rep
Strategic Business Consulting
Web Form/HTML Design Services
Custom Dynamic Form Development/Hosting
Custom Development

Standard Features

Automated Referral Retrieval
Alerts and Notifications
Document Management
Event Management
Goal Setting and Tracking
360 Customer View
Outlook and Excel Contact Upload
Contact History
Pipeline Management
Automated Contact Update
Integrated Message Center
Overdue Appointment Alerts
User Customization
Invoice Management

Integration

Custom Built Web Services

Customizable Fields

Company Module
Contact Module
Lead Module
Note Module
Appointment Module
Marketing Module

Sales Optimization Module

Campaign Management
Customer Lifecycle Mngmt (CLM)
Automated Email Lead Capture

HTML Email Marketing

Real-Time Click/Link Tracking
SFO Add-On req.
Contact Management
Contact Search
Lead Management
Lead Search
Click-to-Dial Phone Numbers
E-mail with virtual attachments
Contact History
Individual Calendar
Create and Edit Appointments
Create and Assign Tasks
Create Referrals
Visual, Interactive Reports
Productivity Reports
Contact Reports
Lead/Opportunity Reports
Revenue Forecasting
Monthly Goal Tracking
Commission Reports
User Activity Reports
Company Reports
Multi-Dimensional Reports
Skype Call Logging Report
Custom Built Reports
 
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