CCC CRM Powered by X2CRM

CCC CRM Converts Leads to Sales

CCC CRM, powered by X2CRM, converts prospects to sales and enhances service to current clients. You can send automatic emails, set follow up actions and evaluate client buying patterns from your dashboards.

CCC CRM features help you touch your target audience more often than you can do on your own and frees you up to pursue higher level sales goals.

Building relationships with customers, members and constituents is the foundation of every organization. Building your CRM sales and marketing funnel is central to creating a sustainable sales pipeline whether you are a solopreneur or Vice President of Sales.

As people hate to be sold but love to buy, how you touch your prospects and make them buyers and referrers is both an art and a science.

Contact Us

202-785-8000

CRM Sales Funnel

X2CRM, Salesforce, and Hubspot Comparison

X2CRM

Salesforce

Hubspot

Track contacts, prospects, referrers and clients

Communicate automatically to each contact type

Ltd

Create preset dynamic contact list

Set actions for every contact to make follow up easy

Track leads and opportunities

Communicate automatically to contacts for each opportunity

Ltd

Set actions for each opportunity

Score opportunities and leads

Manage the sales process by stage

Track orders, projects and jobs across stages

Create, send, and manage quotes

Manage service requests using automated actions

Track and respond automatically to website activity

Deliver social media to channels based on contacts’ interests

Roles and permissions

Unltd

2

Ltd

Measure your results based on your criteria

Maintain all emails, comments, actions and quotes in one place

CCC CRM Implementation and Features Include

  • Track prospects, referrers and opportunities.
  • Communicate automatically to prospects and clients.
  • Create preset targets for marketing campaigns.
  • Set actions for every contact to make follow up easy.
  • Deliver messaging to social media channels based on your contacts’ social media profiles.
  • Tracks projects and set automatic actions and reminders.
  • Maintain all contact info in one place.
  • Evaluate customer satisfaction and buying patterns.
  • Measure your sales results based on your criteria.

Do you want to close more sales?

Do you want to shorten your sales cycle?

Do you want more qualified leads?

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For non-profits, engaging with your constituents and funding sources is a persistent challenge especially at times like today where physical distancing is required. Knowing about member involvement and what amounts donors have given is critical as you seek to grow your organization. When a local DC non-profit came to us to ask about our CRM, [...]

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At this very difficult time, nearly all of us are working from home. What can we do to build relationships with prospects, referrers, and clients? The new “normal” opens up many opportunities for relationship building. For many of us, working full-time from home is the new norm. It is an adjustment after working in an [...]

5 Ways to Use Your CRM to Get Referral Customers

It is no secret that B2B companies like referrals. Referrals often make great customers because they are referred by great customers. We recently spoke about building referral sources that produce amazing leads. In this blog, we would like to share 5 ways that you can use your CRM to get referral customers. Nurture Customers Most [...]