Where does increasing revenue rank on your company's list of strategic goals? There is little doubt that it is either at or near the top of the list. Realizing this goal is typically determined by the success of the sales force. For salespeople to be effective they must understand their clients' needs, communicate effectively, and efficiently manage their client and lead development.
Any time spent apart from direct execution of your marketing strategy adversely impacts your revenue goals. Mired down in administrative tasks, salespeople have less face-to-face time with customers and prospects – decreasing the probability of sales success and increasing the cost of sales. Without easy-to-use tools, information gets lost and the sales cycle is prolonged. And the need to increase sales effectiveness does not end once sales people leave the office. The mobile sales force must be able to provide the personalized, fast, and accurate responses necessary to win the deal or serve the customer – whether they're working from home, in the airport, in a hotel, or any other remote location.
CLP Suite™ supports the complete sales process – from initial lead generation through opportunity development to ultimate sales close. Your sales representatives have what they need to increase close rates while reducing cost of sales. And your sales managers can easily drill into the information they need to ensure that their teams are on track to achieve their revenue goals.
CLP Suite™ 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, CLP Suite™ lets you analyze and segment your customers and prospects, track your marketing effectiveness, and generate valuable reports from your data. Because CLP Suite™ 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.
CLP Suite™ is a Web site hosted in a secure data center. Users simply connect to CLP Suite™ via the Internet. In the same way you would log on to your favorite Web site, you connect to CLP Suite™ 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 CLP Suite™.
The CLP Suite™ offers a unique Web-based foundation through which CLP Suite™ 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. CLP Suite™ provides these functions in its online environment as an integral part of its business management solution, at no additional charge.
The CLP Method™ is a simple formula that drives our solutions: Recognition + Reaction = Results. Results drive Success. This is the Heart of THE CLP Method™. We also commonly refer to our methodology as The Science of Sales. The CLP Method™ gives companies the tools and the insight they need to maximize revenues and cut operational costs. The CLP 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 CLP Suite™ 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 CLP Suite™ 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.
"User adoption" is the number one issue preventing successful CRM deployments. That's because most CRM systems, including a number of hosted solutions, have been built (and sold) around the reporting needs of the company and executive management - not the needs of individual users. Lo and behold, the reports from these systems soon turn out to be worthless because over time, the users are just too frustrated by the work involved to get data into the system - so the data isn't accurate and the entire CRM initiative goes up in smoke. To address the issue of "user adoption" we designed CLP Suite™ to be the easiest and fastest CRM solution for sales and service people to actually do their everyday jobs, while still handling sophisticated sales and service structures and corporate reporting demands.
CLP Suite™ minimizes the number of screens, tabs and clicks it takes to get the job done. Our exclusive One-Click™ menu helps you spend less time in CLP Suite™, and more time interacting with customers. Our navigation mirrors the way information flows through CLP. Simply hover over a menu to drill deeper without losing sight of the overall informational hierarchy. At CLP Suite™, we believe you should spend less time with us, and more time developing accounts, analyzing results, and interacting with prospects and customers.
Because CLP Suite™ is a Web site, any time we add a new feature, you will have access to it immediately the next time you visit the Web site. There is no need to download any software or make system adjustments. In fact, since CLP Suite™ is a hosted solution, version upgrades to our technology and services will occur seamlessly. Most importantly, you can focus on your core business and let us worry about harnessing the ever-changing face of technology.
CLP One™ is individual user CRM designed to empower the sales efforts of independent sales consultants, single business owners, and those without or unhappy with their employers choice of Customer Relationship Management solution. Complete CRM functionality for an exceptionally low price. Available add-on modules include the Outlook® plug-in and the HTML Email Marketing module. The Outlook® plug-in allows you to automatically synchronize your contacts and appointments between Outlook® and CLP. 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.:: Learn More
CLP Team™ is multi-user CRM. CLP Team™ 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.:: Learn More
CLP Pro™ includes all the same modules as CLP Team™ plus our Outlook® plug-in module. In addition to the optional HTML Email Marketing module, CLP Pro™ 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. :: Learn More
CLP Max™ is our premium CRM/SFA solution. CLP Max™ includes all of the powerful CRM functionality included in CLP Pro™ - with the added benefit of enterprise level customization. CLP Max™ also includes all of our optional modules: Sales Force Automation, HTML Email Marketing, complete Outlook® integration, and CLP Mobile. :: Learn More
Yes. CLP Suite™ customers can easily migrate all of their existing data and settings from CLP One™ to CLP Team™, CLP Team™ to CLP Pro™, and CLP Pro™ to CLP Max™ with a few simple clicks. Since One™, Team™, Pro™, and Max™ are designed to integrate seamlessly, your data can move between solutions without problem. If a company is using the Team™ tool and wants to take advantage of the advanced features available in Pro™, the company administrator only needs make a few adjustments in the system control panel and the entire company is instantly upgraded.
CLP Suite™ 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 CLP Suite™, 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. CLP Suite™ 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 CLP Suite™; 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 CLP Suite™ 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 CLP Suite™. By extending CLP Suite™ 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 CLP Suite™, 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, CLP Suite™ 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. CLP Suite™ provides broader functionality without requiring you to install any hardware or software on site. CLP Suite™ also can be upgraded seamlessly between One™, Team™, Pro™, and Max™ – providing a solution grows with your business.
Every solution in CLP Suite™ includes a Control Panel with advanced administration tools that enables companies to easily manage even the largest and most complex rollouts. The Control Panel provides administrators and IT staff with easy-to-use tools for deploying and maintaining thousands of users, while giving much more granular control over individual user’s permissions. These straightforward tools make the solution more cost-effective to administer than conventional CRM applications. Among other features, the Control Panel allows you to: 1) Tightly control security permissions and functional privileges 2) Establish a tiered system administrator hierarchy that reflects the company organization and culture 3) Manage usage through rules governing data access and visibility 4) Transparently audit all user activities 5) Continually monitor resources using advanced utilization tools. You can also use the Control Panel in each solution to add, delete, rename and otherwise customize terminology, reports, and forms to match your company's needs.
Because CLP Suite™ 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.
CLP Suite™ is designed to be easy to learn and can be used immediately. Our customers find that using CLP Suite™ 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 CLP Suite™.
While training is not required, we offer training for users and administrators of the CLP Suite™ 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. CLP Suite™ 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 CLP Suite™. 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 CLP Suite™ solution.
You can be up and running immediately.
The Administrator is responsible for setting up your CLP Suite™, 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 CLP Suite™ 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 CLP 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 CLP Suite™, 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 CLP Suite™ are all preceded with https instead of http, which also indicates that a secure connection is being maintained for data access from CLP Suite™.
Edge is committed to keeping your data private and secure. For additional details, please refer to Edge's Privacy Policy and the Terms of Use Agreement:: Learn More
No. As stated in Edge's privacy policy: "Your right to privacy is very important. Edge has developed a policy to address privacy concerns. Edge is very concerned about the security of personal information we have collected from you and has taken every reasonable step to prevent unauthorized access to that information." We will never allow anyone else to ever view or have access to your information under any circumstances, guaranteed. Our data center partners are world leaders who have taken measures to ensure the highest level of security for your information. :: Learn More
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 24x7 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 CLP Suite™ 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.
CLP Suite™ 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.
CLP Suite™ offers do-it-yourself importers and implementation services that would help your team get up and running on the service. You will receive a dedicated point-of-contact who coordinates activities, establishes deadlines, and monitors progress. In addition, you will receive private online training, which is customized to the particular needs of your organization and is conducted on your customized CLP Suite™ version.
No. All you need is a Web browser. We strive to make the CLP Suite™ accessible from any computer or PDA that has an Internet connection.
The CLP Suite was designed to work with any of the popular Web browsers, such as Microsoft IE, Netscape, Mozilla, and Safari. However, for the best intended experience, we recommend that you use Microsoft Internet Explorer 5.5 or higher when using the CLP Suite™.
Most users will sign up online, right on the CLP Suite™ 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 1-877-EDGE CLP (1-877-334-3257). :: Learn More
We accept all major credit cards; Visa, MasterCard, American Express, and Discover. Upon request, we also accept company issued purchase orders.
There are three ways that you can contact CLP for assistance. If you have a problem after normal business hours or if you don’t need an immediate response, we recommend using either the Support Ticketing or Relevant Help options. Support Ticketing is available from any screen in CLP and allows you send an email message or request to CLP Support. The Online Relevant Help System links you to our comprehensive online help. During normal business hours if you run into a problem that requires immediate attention, click on our Live Chat icon and a member of our staff will respond to you as quickly as possible.
The maximum file size is 3 megs.
Each user can upload a total of 50 megs’ worth of data into CLP.
You can upload any file type except for .exe as long as it has a valid extension and does not exceed 3 megs.
Yes. To view a snapshot of an entire company’s history, click the view history link located inside the company’s record.:: Learn More
Yes. To view all appointments for contacts associated with a company, click the view all appointments link located inside the company’s record.:: Learn More
The maximum number of emails that you can send in one batch differs among the CLP packages:
• CLP One=500 max
• CLP Team=1,000 max
• CLP Pro & Max=2,000 max
You can send several batches of the same email if your total number to send exceeds your batch limit.
No. You are only charged for any HTML emails that you send.
No programming skills are required to use CLP's HTML Email Template. Using the configuration screen's toolbar, you can design a professional HTML template by simply pointing and clicking. If you have an existing Web site, you can copy and paste the HTML pages into the template to reinforce your branding initiatives through your email client communications.
The setup fee is applied to all new CLP 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 CLP Max user or a CLP Pro 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 CLP for the first time.
Our goal is to ensure that CLP Suite 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.