Customer Relationship Management (CRM)

CRM

   Customer Relationship Management (CRM) automatic system gives your organization or enterprise an opportunity to gain a competitive advantage outperforming your competitors. 

   CRM system allows to:

  • collect and analyze information about customers during the full customer life-cycle,
  • develop complete and individual approach towards each cutomer,
  • store organizational memory,
  • improve customer service,
  • improve sales performance,
  • retain customer loyalty ...(► CRM PDF description)
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Marketing

  • Calculating costs of marketing campaigns,
  • Evaluating the effectiveness,
  • Calculating Return of investment (ROI),
  • Automatic preparation of named and addressed envelopes, business letters, invitation letters and cards for one-click printing, sending automatic text messages SMS,
  • Sending e-mail messages automatically,
  • Managing and analyzing information on competitors,
  • Segmenting buyers and potential clients,
  • Selecting buyers and forming automatic lists/tables,
  • Planning marketing campaigns,
  • Calendar for planning Events and Holidays

 

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Marketing

Sales management

  • B2B and B2C sales, sales management,
  • Sales through partner companies,
  • Sales of mediator's services,
  • Deal management per stage,
  • Sales funnel, evaluating expected income,
  • Control over sales agents, evaluating agents' performance quantitatively, qualitatively and cumulatively,
  • Defining schedule and arrangements,
  • Commercial proposals/Price quotes management,
  • Opportunity to use Cross-sales and Up-sales techniques,
  • Price list management (► CRM PDF description)

 

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Sales management

Support service

  • Management of applications for support service,
  • Call center management, call registration and analysis,
  • Support agreements and warranties,
  • Customer complaints management,
  • Registering customer wishes and suggestions,
  • Registration and analysis of customer opinions,
  • Knowledge base, collecting corporate experience and registering frequently met problems, Help desk,
  • Service Desk Management,
  • Registration and management of customer complaints
  • Task management, optimizing distribution of organizational resources,
  • Business Process Management Automation (► CRM PDF description)

 

Support service

Document flow management

  • Registration of documents in any file format,
  • Monitoring document flow through defined roles and access levels,
  • Document transfer from one to another,
  • Document templates and forms,
  • Incoming and outgoing documentation, letters,
  • Commercial offers,
  • Agreements, invoices and bills,
  • Act of acceptance-deliver, support services/warranty checks,
  • Applications/Requisitions (► CRM PDF description)
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Document flow management

Additional tools and opportunities

  • File directory, any format/type file register,
  • Opportunity to add dynamic fields as required,
  • Opportunity to create dynamic filters,
  • Opportunity to make individual regulations to any table,
  • Dynamic searching opportunity,
  • Defining User Roles, allowing or restricting access to certain data or windows,
  • Notification and reminder system,
  • Customer's position on the map,
  • Customer characteristics and psychological portrait of contacts
  • Famous people directory,
  • Directory of companies (► CRM PDF description)
Additional tools and opportunities

Integration with other systems

Integration with other systems
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