JAMIS Prime Customer Relationship Management (CRM)
Opportunity Lifecycle Management
The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing business opportunities, contacts, and business accounts. JAMIS Prime will deliver a single, consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results. Adopting JAMIS Prime CRM will:
- Decrease customer management costs
- Increase customer insight
- Streamline the business development and proposal development process
- Produce more accurate forecasts that include high probability opportunities
SDL Consulting specializes in JAMIS Prime Implementations and has successfully implemented all modules of this comprehensive ERP system for over 80 clients.
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Our JAMIS implementation experts are here to help and ensure your business' success.
Key CRM Features
Customer Lifecycle Management
Integrated Document Management
Account and Contact Management
Approvals & Workflow
Integrates Service & Support
Get Innovative Customer Management for Growing Government Contractors
Customer Lifecycle Management
JAMIS Prime provides a single system for tracking customers through the cycles of prospecting, closing, and up-selling. This provides marketing teams with a complete history of communication and offers that prospects have received to eliminate confusion and improve conversion rates.
Integrated Document Management
JAMIS Prime sales automation allows employees to attach any digital document to opportunities and business accounts to reduce the time spent looking for data. Your business development and finance teams will no longer have to wonder which version of the contract a customer signed.
Account and Contact Management
Leads can be converted into business accounts, which are linked to contacts, activities, tasks, opportunities, cases, and documents to provide a 360 degree view of the account. Sales teams can be instantly aware of any recorded activity which may impact their account.
Opportunity Management
Opportunities provide a central place where team members can collaborate on business development tasks and activities.
Approvals and Workflow
Manage permissions for each screen object and customize approvals to match your business development processes. Restrict rights to specific customer accounts to limit exposure of key activities.
Email Templates
Utilize email templates to send prospects and customers professional looking emails that are consistent with branding guidelines. Responses to email sent from JAMIS Prime are automatically tracked.
Dashboards and Favorites
Administrators can create announcements and default dashboards which can be customized by each business development team to match their individual needs. Dashboards and favorites link business development personnel to real-time information delivered in tabular or graphical form.
Integrates Service and Support
Support personnel can create cases that can be viewed by all stakeholders. Each case can be linked to tasks, events, and activities. You can establish case severities, escalation paths, and priorities which dictate workflow and send reminders to the responsible parties.
What Our Customers Say
“Thanks Stephanie, for everything. You and Rhonda have been a tremendous help to our cause.”
— Kiyonte Smith, Accountant, Public Strategies, Inc.
"SDL Consulting has provided exceptional support to Atlas Executive Consulting, bringing a detailed knowledge of JAMIS Prime as well as an expert understanding of DoD business management. They have been incredibly responsive to our needs and always make the extra effort to educate us on the support they are providing instead of just making corrections in our ERP system."
— Paul Kitchin, CEO, Atlas Executive Consulting
This is very exciting and a wee bit sad all at the same time…It’s exciting that we made it this far and we were successful…a huge burden has been lifted and the light at the end of the tunnel is shining really brightly(!!!)…but it’s a wee bit sad because we enjoyed working with everyone at SDL. You’re by far the best team I’ve worked with…very knowledgeable and accessible…you made it almost fun!
— Gwen Smith, Controller, Business Technology and Solutions, Beavercreek, Ohio
"We are operating more efficiently…SDL has been amazing and we enjoy working with you…”
— Diane Darling, Director of Client and Acquisition Management, Geneva Software, Inc
“Everyone from SDL was excellent…They are true professionals and down-to-earth people. We formed a working relationship that can be best described as a partnership. I firmly believe that they had Riverside’s best interests at hand at all times.”
— Dave Junkins, JAMIS Implementation Project Manager, Riverside Research
“SDL Consulting represents what is exceptional when it comes to small business and has given us a level of effort above what we could have asked.”
— Jeff Sawdey, Vice President, Sawdey Solution Services
"We couldn't have asked for a better consultant to lead us through this."
— Joe Kuhlmann, CFO, Metis Solutions, LLC
“It was a pleasure working with your team. I would highly recommend you to other clients looking for a JAMIS implementor.”
— Mike Suman, Vice President & CTO, Applied Training Solutions
"You and SDL do a wonderful job of explaining with clarity and patience."
— Al Perez, President, Ariel Technologies
"I just wanted to pass on my appreciation for Jessica for her support of our DCAA audit this week. It was pretty grueling – I think we went about 4 hours without a break. Jessica was fantastic. Our auditors were not familiar with JAMIS, so that presented a little bit of a challenge, but Jessica was incredibly patient and knowledgeable throughout."
— Craig Yantiss, President, the Probitas project
“Catherine, you have made this upgrade seamless. Thank you very much for all your help in the upgrade! We could not be happier and look forward to working with you more!!”
— Lauren, Corps Solution
“I just wanted to take a moment to thank you and your team for all the assistance you have given us in the past year. You and your team are excellent and we truly appreciate all that you have done for us.”
— Jane Harre, Sonoma Tech
"Stephanie, thank you so much for all the help in everything. I find it amazing that you have so many hard-working staff and turn things around so quickly!"
— Lina Gong, MBA, CFP®, Vice President of Finance and Administration
“Esther…I learned so much and you really provided quality information to make good decisions for the moment….watching you--and other SDL’ers--navigating JAMIS is a mesmerizing show in itself!”
— Bryan LaVigne, Finance Director, Policy Research Associates
"I wanted to say how wonderful Nancy was to work with and I was super excited about her willingness to teach me new things on the call. Thank you!"
— Bree Turner, CPA, Veros Technologies
"If someone asked me the silly question, “If you were stranded on a desert island what one thing would you bring with you?” My answer would be, “My SDL support team!” I couldn’t survive without you all!"
— Christina Munson, Director of Finance, First Division Consulting, Inc
Get an Edge on Government Contracting With SDL and JAMIS
We specialize in JAMIS Prime Implementations and have successfully implemented all modules of this comprehensive ERP system for over 80 clients and worked closely with 100 government contractors. Unlike many implementers, we take the time to truly understand your business. We request documentation and information upfront, which we take time to review, so we approach your implementation with an existing foundation of knowledge on your company’s needs. Contact us today to get started!