Why you need it.

CRM applications are used to organise and track contact with current and prospective customers, suppliers, trading partners and any other business relationships. 

An effective CRM system underpins effective customer-facing processes – and your business is unlikely to achieve one without the other. Clearly, your customers are paramount, so don’t underestimate the importance of an effective CRM solution to your business.

Our expertise.

We’ve been implementing CRM systems for over 11 years to businesses in sectors as varied as leisure and healthcare. We work closely with our customers throughout the full life cycle of their project, from initial concept and analysis through to implementation, support and dedicated aftercare. We can offer help with CRM-only projects, or as part of an ERP project, depending on your requirements.

What you can expect.

Key features of CRM packages include:

Business partner management 

  • Manage master data for your customers, resellers and channel partners 
  • Includes profiles, contact summaries, account balances, and sales pipeline analysis
  • Tracks sales leads and opportunities

Sales opportunity management 

  • Manage the entire sales process through different sales stages 
  • Track sales opportunities and activities, analyse their outcome, forecast revenue potential
  • Monitor and analyse sales opportunities using dashboards and sales reports

Web-based customer management 

  • Give your team secure access to customer data over the web wherever they are 
  • Provide a web-based interface to your customers so they can log inquiries and check order status, all in real-time

Microsoft Outlook integration

  • Import customer data from your ERP system into your Outlook contacts list 
  • Activities and tasks entered into your calendar can be synchronized with your schedule in Microsoft Outlook

Customer service and support 

  • Allow your customer service and support team to administer numerous tracking activities
  • Includes customer warranty, service contracts, manage service calls, all customer interaction activities

A well-implemented CRM solution will give you:

  • More accurate, comprehensive and consistent information
  • More streamlined and consistent, customer-facing processes
  • Better information accessibility and efficiency
  • Better customer impression and retention
  • Increased revenue, profitability and growth

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