Saratoga CRM

Saratoga CRM is a comprehensive, web-based software solution that enables large, global organizations in the chemicals, consumer products, energy, insurance, and selected manufacturing industries to effectively manage and enhance customer relationships.

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Versatile CRM Solution

Saratoga CRM’s unified architecture is designed for multi-platform internet, client/server, and mixed-mode environments. This is coupled with an open database design that takes maximum advantage of Microsoft SQL Server and Oracle as database engine choices.

Do you need your CRM to come with you when you’re out of the office? Looking up information while you’re offsite is simple with Saratoga mobile. What could it offer you?

5 Reasons to Move to Mobile

Ease of Use

Saratoga solutions offer a rich set of out-of- the-box functionality that can be supplemented by customer-specific business rules and processes.

Customization Options

While very powerful out of the box, Saratoga CRM can also be deployed with customizations that are quickly and easily aligned to your unique business without the need for any tedious programming.

Attract New Customers

Saratoga enables companies in various industries to streamline operations in order to better serve their existing customers—while at the same time attracting new customers through a series of new tools.

Office 365 Application Add-in

Allow users to stay within Outlook to view and add information to Saratoga. Emails, Contacts and Calendar items can be sent to Office 365 from a Dataview or a report results.

Seamless Integration

This new integration page available with Thin Client is designed to allow a seamless integration to other programs or systems. The Interactor page can open Dataview files, it can also be used to run reports and dashboards.

For Internal and Client Use

Saratoga is designed for use not only by your own sales, marketing, and service personnel—but also by your channel partners and customers. With effortless workflow and navigation, Saratoga is easy to learn and easy to use for everyone who will be utilizing the system. Personalized dataviews and security groups enable you to easily tailor the information content for each class of user.

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