Is KEY2ACT | Signature right for your business?

KEY2ACT | Signature is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a KEY2ACT | Signature demo, technical support, product or pricing information or to simply to compare KEY2ACT | Signature with competitive options? Quickly get answers and the information you need.

Your general ledger keeps your financial picture intact, but your customers ultimately drive revenue. Since business growth is dependent on customers, keeping a pulse on their activity and how your team works with them is essential. Signature sales and marketing solutions help you effectively prepare bids, review contracts, efficiently engage with customers, and more. Whether your business demands you drop postcards or simply communicate upcoming warranty deadlines, we provide the tools to make interactions with your prospects and customers actionable. And, you can choose whether to deploy on premise, in the cloud or implement a combined model.

Pipeline Management

  • Track leads, drive marketing campaigns and manage your opportunities with details shared between individuals, teams and departments for a more informed and better connected organization
  • Equip your sales managers with account-level details including: open projects, project or contract history, account receivable balances, detailed invoice history and summary formats, allowing them to develop more thorough, accurate quotes that help ensure customer and financial goals are met
  • Track win/loss information to analyze lost business. Track job profitability and use the insight to ensure more successful and profitable future business
  • Easily access all information from one place in a read-only format which helps improve sales team performance while maintaining data integrity
  • Leverage the robust capabilities of Microsoft Dynamics CRM either built-in or via integration tools

Bids and Quotes

  • Easily import project data to and export data from estimating or job cost systems, allowing your project managers to use familiar tools for job setup, scheduling and tracking, and reducing error-prone manual entry
  • Keep tabs on who is responding to each of your bids, including subcontractors and suppliers, and what the responses are to ensure you’re staying on top of all potential business
  • Identify your top-performing subcontractors and connect them with your bid responses and opportunities
  • Automate the quoting and bid process for new work, eliminating paper bids and lost details
  • Connect your contract estimation process from sales to operation with an estimating program that gives you the ability to track, manage and follow up on quotes through the entire lifecycle of a contract
  • Estimate and quote service work and contracts accurately using historical data and insight
  • Compare estimates to actual costs in real time to quickly make adjustments to keep profitability on track
  • Track win/loss information to analyze lost business, track job profitability and use the insight to ensure more successful and profitable future business
  • Generate estimates based on the tasks to be performed and a fixed cost for each task
  • Produce comprehensive maintenance estimates
  • Ensure work performed in the field is the same as proposed

Marketing

  • Track leads, drive marketing campaigns and manage your opportunities with details shared between individuals, teams and departments for a more informed and better connected organization
  • Communicate warranty deadlines, equipment coverage changes and options, and build and keep your maintenance renewal business
  • Improve your team’s efficiency through powerful workflow and collaboration tools
  • Automate your maintenance contract processes to verify on-time service for clients and to ensure the necessary parts are available to meet contract requirements

Case Management and Help Desk

  • Provide superior phone-based support to internal teams or customers
  • Arm your support operations with the relevant customer information they need for superior service delivery including knowledgebase capabilities
  • Track service level agreements (SLAs) and set up alerts so none are missed
  • Ensure your internal help desk and customer service representatives have information and insight at their fingertips with role-specific dashboards
  • Equip your team to deliver exceptional service with case management capabilities that track customer information, interactions and billing
  • Accurately schedule appointments using service calendaring functions

Other Applications

The following applications are designed to work hand-in-hand with Sales & Marketing :

"Sales & Marketing " is part of the KEY2ACT | Signature line of products, developed by KEY2ACT.