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It's
crucial for a company's survival to have quick access to important
information about their customers.
Customers need to be at the
core of a company's activities.
In every operation, in every business process - customer value should be driving
the organization forward. Customer Relationship Management is key to making this happen.
Companies hold a lot of information about customers and prospects. In
many
cases,
this
vital information is stored on employee's local computers. This means that
hundreds of people can be storing different or duplicate information on the same customer.
This causes inconsistencies and operational problems which can result in poor customer
service, ineffective marketing
and lost sales revenues. It also makes it more difficult
share information electronically within the
company.
Without a standardized
central place where information can be stored and
retrieved it's
difficult to track activities such as lead generation and prospecting
efforts.
Many people need access to customer information including salespeople, sales support
staff, technical support groups and management. People need the ability to get customer
information quickly and easily. They need to see what activities are happening within the
client and follow through on actions.
A CRM system
provides a fast, automated way of finding customer and prospect
information. A CRM solution will enable users to be more effective, allow people to follow
through on leads and prospects which in turn reduces the likelihood of lost leads and lost
sales.
Objecutive's automated CRM system known as 'SALESTRACK' meets the
following
requirements: |
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Up-to-date
customer and prospect information |
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Tracking of sales
activities |
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An
easy-to-use windows interface allowing employees to view the information |
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Reports |
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Online help |
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Manual |
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Sales
Track |
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Objecutive's CRM system, Sales Track includes such features as: |
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Up-to-date
customer and prospect information |
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Tracking
of sales activities |
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An easy-to-use
windows interface allowing employees to view the information |
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Remote Access |
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Quotations |
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Calendar |
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Reports |
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Online help |
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Security |
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Contact
Management System |
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Company
contact information, sales activities and sales opportunities, industry information and
notes |
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Company contact information, sales activities and sales opportunities, industry information and notes |
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Dialing
of contacts directly from Sales Track |
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View
of active and inactive contacts. |
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Personal
information of contacts, holiday card notification and inclusion in mailing lists. |
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Web
integration - links to vendor sites, customer websites and directions on yahoo.com |
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Calendaring |
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To do lists |
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Daily and monthly
calendar views |
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Access
to view and share other people's calendars for scheduling appointments and events. |
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Quotation |
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Quote Creation |
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View and change
existing quotes |
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Copy quotes |
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Generate group
quotes |
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Direct
emailing and faxing of quotations |
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Accessing
and sharing quotes between internal departments |
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Online
and paper reporting |
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Account listings |
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Company activity
history |
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'To do' reports and
calendars |
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Pipeline |
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Orders booked |
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Yearly and
Quarterly Quotas |
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Pending orders and
quotations. |
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Mobile
CRM/Remote Access |
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Ability
to view information and work offline. |
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Synchronization
with the office |
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Remote
access via the internet e.g. at customer site, when traveling or at home |
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Security |
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Access
restrictions for users |
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Login and
passwords |
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Viewing rights. |
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Group sharing
rights |
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Click below for our CRM stories |
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