SalesOptima is a customizable On-Demand Customer Relationship Management (CRM) solution, allowing you to organize and manage all of your customer information. All of your leads, opportunities, contacts, accounts, reports, and action items are easily viewed and can be appropriately shared with colleagues. Additionally, SalesOptima lets you analyze and segment your customers and prospects, track your marketing effectiveness, and generate valuable reports from your data. Because SalesOptima runs on the Internet – your whole organization has access to real-time information about your prospects and customers 24/7/365 no matter where in the world they are working.

SalesOptima is a Web site hosted in a secure data center. Users simply connect to SalesOptima via the Internet. In the same way you would log on to your favorite Web site, you connect to SalesOptima and enter detailed information about your sales, service, and marketing activities. If you have a Web browser and an Internet connection, you are ready to start using SalesOptima.

SalesOptima offers a unique Web-based foundation through which SalesOptima delivers a complete application environment. The online environment comprises the application hosting foundation (servers, database, security, scalability, backup, redundancy, disaster backup recovery site, load balancing, caching, monitoring, storage, etc.), license management, and front-line end-user support and training. Companies implementing a conventional CRM application have to license or internally staff and fund these functions above and beyond the software licenses, exponentially increasing the total cost of ownership. SalesOptima provides these functions in its online environment as an integral part of its business management solution, at no additional charge.

The SalesOptima Method is a simple formula that drives our solutions: Recognition + Reaction = Results. Results drive Success. This is the Heart of THE SalesOptima Method. We also commonly refer to our methodology as The Science of Sales. The SalesOptima Method gives companies the tools and the insight they need to maximize revenues and cut operational costs. The SalesOptima Method enables oversight of your sales pipeline and delivers instant snapshots of key sales metrics, such as revenue forecasts, sales pipeline, and team calendar. As a result, sales teams can generate accurate revenue and sales growth forecasts, eliminate costly pipeline bottlenecks, and effectively collaborate to transform prospects into profitable customers. Flexible customization allows companies to easily configure the application to match their own unique sales methodology or sales process. Because every lead is recorded, automatically routed to the right sales organization and sales representative, and tracked through the pipeline in real time, no opportunities are missed.

Since SalesOptima hosts the application; all you need is a computer or an alternative device that can run a Web browser. It doesn’t matter what type of hardware or operating system you’re running.

Managing leads effectively and optimizing lead flow across sales and marketing are critical to achieving sales success. With SalesOptima you can track prospect inquiries and seamlessly route qualified leads to the right people so sales reps get instant access to the latest prospects, and leads are never dropped or lost.

Email Marketing module. The Outlook® plug-in allows you to automatically synchronize your contacts and appointments between Outlook® and SalesOptima. Using our Email Template Builder, the HTML Email Marketing module helps you create professional branded emails without requiring you to know one line of HTML code.

SalesOptima Stratus is multi-user CRM. SalesOptima Stratus consists of Company, Contact and Lead Management, Sales and Marketing Tools, and Activity Management modules that are powerful and simple to use. Fully-featured team CRM solution at a fraction of the price of lesser tools. Everything you need in a CRM solution…nothing you don’t. The Outlook® plug-in and the HTML Email Marketing modules are also available.

SalesOptima Cirrus includes all the same modules as SalesOptima Cirrus plus our Outlook® plug-in module. In addition to the optional HTML Email Marketing module, SalesOptima Cirrus users can also add the Sales Force Automation module to their system. The Sales Force Automation (SFA) Module continues the sales and marketing process where mere CRM tools are exhausted by offering companies the ability to track every sales metric and offers managers the insight to recognize and react appropriately. 

SalesOptima Nimbus is our premium CRM/SFA solution. SalesOptima Nimbus includes all of the powerful CRM functionality included in SalesOptima Cirrus – with the added benefit of enterprise level customization. SalesOptima Nimbus also includes all of our optional modules: Sales Force Automation, HTML Email Marketing, complete Outlook® integration, and SalesOptima Mobile.

SalesOptima is beneficial for sales people and sales managers. For sales managers, it is easy to train new employees and make existing employees more productive with easy access to sales best practices. With SalesOptima, managers can also immediately track vital sales metrics, without having to ask each individual rep to submit his individual reports. In addition, you can drill into a rep’s forecast to quickly identify which opportunities may need your assistance. SalesOptima also includes many pre-configured reports to display aggregated sales data that can easily be shared with your executive management without having to manually collect data from each sales rep in your organization.

One person can use SalesOptima; however, the solution was designed from the ground up to empower teams to easily share information with colleagues. We suggest that you choose a few colleagues with whom you’d like to work, and then you’ll see the real power of coordinated, shared business management.

A key benefit of SalesOptima is its ability to share data real-time and enable all team members to leverage a common set of information in one easily accessible location. Administrators can establish permissions so everyone can add data, and view each others’ public notes, upcoming activities, and opportunities while keeping other information user-specific.

Administrators can assign a user name and password to anyone they choose so you can grant secure access to your sales data within SalesOptima. By extending SalesOptima to external partners, your organization can easily share leads with your associates, keep on top of all your reseller’s deals, and ultimately maintain access to your end user customers.

With SalesOptima, you can create online storage for your marketing literature and product slicks, categorize your clients into groups, export specific clients or groups of clients for a marketing mailing, standardize marketing and sales communications, and much more. New and existing employees alike are instantly on the same page and delivering the same message to your clients.

Unlike outdated contact managers like ACT!™ that trap data on individual desktops, SalesOptima automatically centralizes and shares customer and contact information without synchronization. Synchronization-based solutions like ACT! are simply too slow, painful, and unreliable to use on a consistent basis, resulting in stale or inaccurate data. Outlook® only manages calendar, contacts, and activities, not all customer information. Outlook® also requires a server for sharing. SalesOptima provides broader functionality without requiring you to install any hardware or software on site. SalesOptima also can be upgraded seamlessly between StratusExpress, Stratus, Cirrus, and Nimbus – providing a solution grows with your business.

Because SalesOptima is an online service, there is no hardware or software to buy, install, or maintain. Just point your browser – Microsoft Internet Explorer® (version 5.5 or higher) or Netscape Navigator® (version 6.0 or higher) – to the login page and log in.

SalesOptima is designed to be easy to learn and can be used immediately. Our customers find that using SalesOptima is similar to using other Web sites – extremely intuitive and user-friendly. If you know how to use the Web, you will know how to use SalesOptima.

While training is not required, we offer training for users and administrators of the SalesOptima solution. The sessions run less than one hour and cover typical usage by a user and administrator. The sessions are conveniently held through the Internet, allowing you to participate right from your office.

None. SalesOptima applications are accessed through the Internet via a Web browser and require no modifications or upgrades to your existing environment. All you need is Microsoft Internet Explorer® (version 5.5 or higher) or Netscape Navigator® (version 6.0 or higher), and you are ready to use SalesOptima. Because there is no hardware, software, or network equipment to purchase and the application is accessed through a standard Web browser, your IT department will not need to implement or maintain the SalesOptima solution.

You can be up and running immediately.

The Administrator is responsible for setting up your SalesOptima, which means adding users, establishing their roles and access privileges, configuring pick lists (drop-down menus), and adding custom fields. This task is usually completed in just a few hours. The Administrator may also manage the initial process of importing your company’s existing data. The Administrator is the only person who has access to the Control Panel modules.

Your Administrator can configure many aspects of SalesOptima to meet the specific requirements of your sales, service, and marketing departments. You can change the choices in every pick list, make certain fields mandatory or optional, and configure a number of custom fields.

You can download specific contact and appointment information into Microsoft Outlook® and then bring the data into your PDA. For real-time access to your data when you are on the road, we recommend using SalesOptima Mobile.

The Edge Group, LLC (Edge) is one of thousands of businesses who connect, communicate, and transact with the confidence assured by VeriSign’s security authorization. Additionally we offer our customers a secure socket layer (SSL) connection to provide with the highest levels of security. When you log in to SalesOptima, you will see a small lock icon at the bottom of your browser display, indicating that a secure (SSL) connection has been established to our server. In addition, the URLs used to access your data on SalesOptima are all preceded with https instead of http, which also indicates that a secure connection is being maintained for data access from SalesOptima.

Edge and our data center partners have built world-class redundancy into all our systems to minimize failures. Through our data center partners, our customers are protected by experts who understand the architecture, installation, and design and are immediately available to resolve any issues that arise. All components of the Edge-powered system are monitored and managed 24×7 to ensure any faults are spotted before they impact a customer.

You can receive a complete download of all your company data upon request. Please contact your account manager for more information.

Edge’s applications have the capacity to scale to an enterprise of any size. The architecture behind Edge’s solution is designed to handle thousands of users for any one customer account. Our applications are based on Microsoft.NET, run on Microsoft-based operating systems and SQL server databases, and are housed at the most reputable data centers worldwide.

The Secure Socket Layer (SSL) is an industry standard protocol used for communication between your Web browser and Web servers. It provides authentication, data integrity and encryption.

The SalesOptima Web site uses VeriSign, the strongest security available. You can validate computer server IDs and status at any time by clicking on the VeriSign logo

Authentication confirms that you are who you say you are, and verifies that you are communicating with the Edge-powered solutions hosted on our Web servers. There are two parts to the authentication process:

1. The SSL uses digital certificates to confirm with your Web browser that you are accessing our Web server.
2. Your user ID and password is confirmed to ensure account information is provided only to the correct User ID and corresponding password. An incorrect User ID or password will result in failure to access account information.

The SSL encrypts or “scrambles” the content of your message as it travels across the Internet, making it difficult for unauthorized interceptors to understand. Encryption codes the information in your message, ensuring that it can only be decoded by Edge’s servers.

A firewall is a device, usually consisting of software and hardware, that separates computers with sensitive information on an internal network from external networks like the Internet. Its purpose is to limit the types of traffic that enter the internal network to prevent malicious attacks on internal computers. By using a firewall, Edge ensures your information is always protected.

SalesOptima includes a number of pre-configured reports or you can create your own customized reports. From the Report tab select the report for the data you require. Once a report is displayed you can easily change the views and parameters and re-run it.

All reports can be exported to Microsoft Excel® and other desktop applications by selecting the “Export to Excel” button in the display of every report.

No. All you need is a Web browser. We strive to make the SalesOptima accessible from any computer or PDA that has an Internet connection.

Most users will sign up online, right on the SalesOptima Web site. The process is completely safe and secure. Additionally, if you prefer, you can also sign up with us over the phone. Sales and support representatives are available Monday through Friday 8 a.m. to 6 p.m. Eastern Time at 1-773-724-2323. Learn More

The maximum file size is 3 megs.

No. You are only charged for any HTML emails that you send.

The setup fee is applied to all new SalesOptima accounts to help offset the cost for our team to create and activate your account. Unfortunately, this is not something that you can do on your own. Setup includes creating your system profile, verifying your billing information and activating your account on our system.In addition, if you are a SalesOptima Nimbus user or a SalesOptima Cirrus user who has added the Sales Force Automation and HTML modules, our team goes into your account and installs default HTML templates, Sales Force Automation processes and web forms. This installation includes inserting your company’s logo on web forms and HTML templates when possible. When we are finished personalizing your settings, the Sales Force Automation module is 100 percent operational even before you log in to SalesOptima for the first time.

Our goal is to ensure that SalesOptima supports your business activities from day one instead of six months from now. The setup fee for your account is necessary to help cover a portion of the investment that we make to properly establish your account.