Customer Relationship Management (CRM)

Situation

Sharing pertinent information about customers and prospects within organizations, and ensuring that assigned tasks are completed is very difficult in today's busy work environment.

The CRM module provides immediate access to information from all areas of the business to ensure that customers receive the right information, at the right time, regardless of their point of contact within the organization. CRM is designed to keep everyone in the loop regarding customer and prospect situations, prevent important details and follow-up actions from falling through the cracks, and can automatically assign tasks designed to save employees time and generate new revenues!

CRM Highlights

• Integrates seamlessly with other modules
• Provides company-wide customer recognition and access to information
• Improves customer service, satisfaction, and retention
• Increases operational efficiency
• Allows tasks to be created and assigned
• User-defined task lists / action codes
• User-defined priority codes
• Notification to management of tasks not completed by specified date
• Assign default users to tasks by task type
• Auto-notify users of assigned tasks by email or message
• Increases revenues and improves control through multiple task types
• Pre-defined tasks (user-defined)
• Established by customer then auto-generated by days specified
• Preventative Maintenance, Account Review, etc.
• Cycle calls / tasks (auto-generated)
• A/R past due or over credit limit
• Customer follow-up (after Service, Sale, etc.)
• Dynamic tasks / calls created instantly

Downloads

Download our Customer Relationship Management Brochure.