Enterprise-Wide Relationship Automation Modules for Microsoft Dynamics CRM
Axonom Home  |  Site Map   
|  Axonom Home |  Support  
Financial Services Modules
  Overview
  Power Broker-Major
  Opportunities
  PowerRelate
  Portfolio Manager
  Renewal Management
  PowerGrid Analytics
  Education & Certification
  Time & Billing
Powertrak™ Modules
  Powertrak Overview
  Powertrak Core
  Powertrak Dashboard
  Advanced Marketing
  Event Management
  Call Center
  Technical Case Management
  Powertrak for SharePoint
  Partner Portal
  Customer Portal
  Powertrak Application
  Builder
 
Powertrak Power BrokerTM

View PDF
Summary


Handle Capital Asset Sales and M&A Activity all in one place - Save time by managing every major opportunity in one place.

Built on Microsoft CRM - Expand on top of the safe, powerful Microsoft system.

Control Every Interaction to Stay in Front of the Hot Buyers - Communicate via email, mail, or phone right from the Major Acquisition screen.

Easy Research to Find the Right Buyers - Knowing what prospects are looking for, and quickly bringing them into your process maximizes the sale.

Status Changes can Trigger Alerts - Use the companion workflow manager to trigger reminders and alerts - nothing falls through the cracks, nothing gets stale.

Know who the Key Buyers are and how to Get to Them - Keep the whole team focused on the people who are driving this decision and drove the last deal.

Linked to marketing and other Powertrak Modules - Full integration makes it easy to use marketing, customer service, portals and other modules.



Power Broker, the Major Acquisition/Sale Opportunity Manager

Finding the right buyers or investors for businesses, funds, properties, and any other type of one-of-a-kind, or major asset demands a sales tool that is built for the job.

As an extension to basic opportunity management, PowerBroker allows you to find the right people for your unique selling or fundraising opportunity based on extensive profiles such as past history, industry interest, tactics, key buyers, etc. These criteria feed you a tailored list of people for your sales team to pursue.

Manage every interaction by any individual in your organization with prospects in one place to save you time and increase effectiveness. Easily email, call and record every interaction after you review deal status with each target. Track and report on each prospect and status. Make the right moves at the right time to maximize the selling price, all in one system.

Power Broker

Powertrak™ is part of the Ten-time ISM award-winning Worldtrak® /Axonom® eCRM product family, delivering easy to use robust functions and proven return on investment. Axonom


Product Details
Major Deals are Different When you have a unique asset such as business division, financial investments that need to push out to specific wholesale/retail channels or other one-of-a-kind properties, traditional opportunity management doesn't do the whole job. Power Broker provides an effective way to find buyers and manage the entire process.
Find the Best Buyers Power Broker shows you who the likely buyers are based on their entire profile of size, industry interest, past activity and more. So, your sales team can focus on the best players and approach them the right way.
Look for the Decision Makers Major acquisitions are handled through teams of consultants, analysts, lawyers and specialists, but there is always a key decision maker that signs the check. Power Broker tracks who the players are and their roles, so that you know who to focus to on the buyers' team.
PowerRelate to the Players Who is your advocate and who is a roadblock? Do you have hidden friends or enemies on the board of directors for a prospect company that you are courting? Is there an analyst that you need to work with who knows your buyer well? PowerRelate shows you the extended business web that can affect your deal to save you time and avoid a last-minute surprise.
Streamline your Communications Lower your costs and improve communications through the entire sale process. Every important email, meeting, follow-up call and milestone task can be handled for each prospect from one central control point.
Built on Microsoft CRM Microsoft CRM provides a safe path for scalability, integration, and business value based on Microsoftl.Net and Web Services architecture. Powertrak is built in the same tools and shares the same data.
Use Microsoft Outlook Save time and money using Email, appointments, schedules, meetings and call history review right inside the Microsoft office tools that you the already know.
Share Information Integrated Powertrak and Microsoft CRM modules provide completely shared data and improve the efficiencies of every department.
Control Your Process Power Broker uses tailored processes and milestones to make sure that your team uses winning tactics. You can build unlimited process templates for different types of assets, businesses or properties and reuse the ones that work.
A Complete Wealth Management Solution Add Powertrak modules for Renewals, Portfolio Management, marketing, Certification, Time and Billing and third-party tools like financial planning, agency billing and accounting systems as you go to round out a complete one-stop solution.
Powertrak is designed to meet the needs of specialized industries and Microsoft centric mid-size organizations.


For more information please visit us on the web at: www.axonom.com

    10860 Nesbitt Avenue South
    Bloomington, MN 55437


    Toll Free: 1-888-814-2880
     Phone: (952) 653-0400
     Fax: (952) 653-0404
     Email:leads@axonom.com
©2008 Axonom Inc. Powertrak and Worldtrak are registered trademarks or trademarks of Axonom Inc. in the United States and other countries. Microsoft CRM, Microsoft Outlook are trademarks of Microsoft Corporation. Other products mentioned here may be the trademarks of other companies. Microsoft Certified Partner