Introduction to Customer Relationship Management (CRM) Systems

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Introduction to Customer Relationship Management (CRM) Systems"

Transcription

1 Introduction to Customer Relationship Management (CRM) Systems CRM systems give organisations the technology and business processes to easily identify, acquire and retain profitable clients. CRM applications help you manage all aspects of interaction with your suspects, prospects and clients and provide a powerful 360 view of company/client relationships. What is CRM? There are many definitions but according to one industry view, CRM consists of: Helping an enterprise to enable its marketing departments to identify and target their best customers, manage marketing campaigns with clear goals and objectives, and generate quality leads for the sales team. Assisting the organisation to improve telesales, account and sales management by optimizing information shared by multiple employees and streamlining existing processes (for example, taking orders using mobile devices). Allowing the formation of individualised relationships with customers, with the aim of improving customer satisfaction and maximising profits; identifying the most profitable customers and providing them the highest level of service. Providing employees with the information and processes necessary to know their customers, understand their needs, and effectively build relationships between the company, its customer base, and distribution partners. What relates to your organisation may only be one of the above, the key seems to be in the ability to recognise what will give your organisation the quick-wins to get more leads, win more business, and keep and support the clients you already have. About CRM-Online: CRM-Online is a solution provider of end-toend business management applications for mid-market businesses with a focus on CRM applications and performance management. We aim to ensure our clients get an appropriate solution to meet their unique requirements yet have the flexibility for future growth. Our key strengths include: Unique blend of Business Consultants & Technical experts Systems Integrators Specialising in CRM and Business Intelligence Bringing together business operations (Marketing/Sales/Customer Care/Finance) Integrating Marketing, Sales, Customer Service & Finance for: Increased Sales Opportunities Improved Customer Service Greater Efficiency Informed Decision Making Controlled Business Growth

2 About Sage CRM: SageCRM iis a very flexible web based solution designed to give a centralised view on all of the organisations and contacts you deal with on a day to day basis. Information can then be tracked and stored against each of these to build a complete audit trail. The system can be stand alone or easily integrated with other systems and has a full suite of configuration tools which can be used to adjust the system to fit with your needs. SageCRM is very easy to use and so requires little training to get teams up and running. SageCRM provides Sales, Marketing and Customer Service teams with the tools they need to find new customers, close more business and lower the cost of sales while building lasting, profitable relationships across your business channels. Sales Force Automation: From first contact to order fulfilment and delivery, CRM sales force automation maintains a single source of information that s shared throughout an organisation. Fully customisable with opportunity management, sales cycle analysis, forecasting and easy to use reporting features, Sage CRM helps sales professionals focus on the right prospects at the right time and sell more effectively. Perform analysis to ensure time and energy are spent on the deals most likely to close. Improve lead distribution and tracking. Effectively process quotes and orders. Provide remote sales staff with instant access to corporate information. Production Planning Identify your sales pipeline and expected order date. Build pipeline forecasts into production plans. Assess what s available to promise to fulfil orders.

3 Marketing Automation: CRM marketing tools automate processes from creative concept to lead allocation and every step in between, helping organisations strengthen their marketing performance. With extensive campaign management tools CRM helps you analyse all marketing activities to identify and understand what your customers want. Armed with this information marketing teams can make informed decisions to develop targeted, highly personalised and cost effective campaigns for maximised revenue opportunities. Develop, target and implement campaigns. Manage and analyse marketing budgets. Maintain lists and track responses. Send direct mail and s to different target audiences. Analyse campaign results. Customer Service & Support: With complete workflow processes, incident tracking and case management, Sage CRM customer care provides all the tools needed to develop lasting and profitable relationships. With instant access to complete contact histories, users have a complete 360 view on every contact from any office location giving them the information they need to provide the service your customers expect. Using extended tools for knowledge base creation and web self service, provide customers with tools enabling them to help themselves to keep them happy and loyal. Capture and track every interaction with every customer regardless of touch-point. View/measure call turn around time and understand what is taking longer to resolve and why. Maintain a complete case history with instant access to all previous issues and customer interactions. Automatically escalate cases if not closed within a certain time frame.

4 Customer Service & Support: Integration with Back-end Systems: Sage CRM offers huge capacity for integration with other database and applications to avoid duplication, save user time and to provide complete relationship information one interface. CRM-online has expertise in linking the CRM portal into other applications including Accounts and Financial systems, Business intelligence and reporting and resource planning applications. Key Benefits of SageCRM at a glance: Improve productivity with live access to customer, prospect and supplier information Log-on via a web browser or wireless device - no local installation needed. Track your own pipeline or manage a sales team with analysis and forecasting tools Run effective marketing campaigns by profiling your contacts to target the right people at the right time. File every you send and receive in Microsoft Outlook and even access CRM within Outlook. My CRM & Team CRM views provide live reports, lists and a dashboard to keep everyone up to date and give 360 view of prospects and customers Integrate customer and accounting databases for complete relationship management. Improve efficiency and minimise manual tasks by creating automated workflows.

5 Frequently Asked Questions: Will CRM affect my Revenue? In a recent survey by Gartners looking at the CRM Solutions the results suggested that firms implementing CRM would on average expect to see a 16% Increase i n revenue, a 20% increase in customer satisfaction and a 21% Increase in employee productivity. Integration with accounts and other backend systems should further reduce data input and duplication and can lead to additional cost savings. How long will it take to implement? A typical system install can take around 4 6 weeks however, this will depend on the nature and complexity of your processes and requirements. CRM-Online will initially undertake a full analysis of your business and its current systems and processes. Fully install and customise CRM to your needs and also provide training and support to ensure the new system implementation is a success. How easy is it to operate? SageCRM is an intelligent system that pre fills key areas with relevant information and allows you to search using any field. It also includes many time and effort saving features such as wild card search to quickly locate information, customised workflows and escalation procedures to map business processes and alert the appropriate staff. A clean, uncluttered, interface which is fully customised ensures only relevant departments have relevant options. This along with as much or as little training as you require ensures a smooth transfer from your existing systems. Start up and Ongoing running costs CRM-Online has a number of options available to stagger the initial costs and reduce ongoing running costs of the CRM system. Firstly, Sage CRM is available as a hosted subscription service (fixed price / per user / per month). This allows for smaller businesses or those without the necessary hardware or IT staff to have access to a fully functioning CRM System. The other options are co-located or in house servers which allow the company to have additional control over their data. These options also allow the company to fully own the software. Additional benefits include easier access to your data, the ability to integrate external applications and speed of repair should a problem be identified. Is it compatible with my other systems? Sage CRM is compatible with a wide selection of software on the market it integrates seamlessly with Microsoft Office and Sage accounting products. s technical team can also undertake integration of MME with other products after consultation. There are also a number of add-ons available to provide additional product functionality. How do I access my information when I am away from the office? As Sage CRM is browser based, information can be accessed live from any internet connected PC or PDA Information can also be synchronised before leaving the office if no connection is available. Can the system adapt to company growth? Sage CRM is browser based so adding new licenses when new employees start is very simple as no local install on the machine is required. There is no limit on the number of users which ultimately depends on your server hardware.

6 Frequently Asked Questions: How adaptable is the system to my processes? Sage CRM can be fully customised to your exact needs it has an inbuilt workflow engine and escalation procedures to map current business processes and can alert the appropriate staff at certain stages as required. New fields can be quickly added within the administration area (with 90% of the customisations being done through the front end interface and the majority of them performed with the system still live). How adaptable is the reporting element in Sage CRM? There are over 100 standard reports within Sage CRM which can be quickly adapted to your exact needs. MME integrates with Crystal reports for more comple x reporting. Business Intelligence can also be linked to allow full analysis of your data. We have in house experts who can discuss your requirements further please call for additional information. How secure is the system / data? Sage CRM has industry standard security measures with complex password login to reduce the risk of external hacking. In built security permissions also all ow the administrator to restrict certain types of information to certain users. These security measures coupled with the right choice of hardware and internet connection will allow for a fully secure system. Integrating Marketing, Sales, Customer Service & Finance for: Increased Sales Opportunities Improved Customer Service Greater Efficiency Informed Decision Making Controlled Business Growth

2006 www.insight.com/uk

2006 www.insight.com/uk How to choose a CRM System How to choose a CRM System This guide is designed to help you build a business case for a CRM system, form an effective project team, ask the right questions, identify the challenges

More information

CRM. Booklet. How to Choose a CRM System

CRM. Booklet. How to Choose a CRM System CRM Booklet How to Choose a CRM System How to Choose a CRM System When it comes to Customer Relationship Management (CRM) it s important to understand all the benefits of an integrated system before beginning

More information

How to Choose a CRM System

How to Choose a CRM System When it comes to Customer Relationship Management (CRM) it s important to understand all the benefits of an integrated system before beginning your selection process. That s why we created this guide to

More information

Sage CRM. Communicate, Collaborate, Compete with Sage CRM

Sage CRM. Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface

More information

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

Second CRM CRM Solution for Small Companies

Second CRM CRM Solution for Small Companies Second CRM CRM Solution for Small Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

CRM for Customer Service and Support

CRM for Customer Service and Support CRM for Customer Service and Support Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through loyal, repeat buyers. Whether it s

More information

Enhancing productivity, enabling. Success. Sage CRM

Enhancing productivity, enabling. Success. Sage CRM Enhancing productivity, enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

Enhancing Productivity. Enabling Success. Sage CRM

Enhancing Productivity. Enabling Success. Sage CRM Enhancing Productivity. Enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

How CRM Solves These 5 Business Challenges

How CRM Solves These 5 Business Challenges How CRM Solves These 5 Business Challenges Here are 5 examples to demonstrate why organisations implement Customer Relationship Management strategies, and how professionally implemented CRM systems resolve

More information

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial Sage CRM Sage CRM v7.1 Cloud sagecrm.com/trial Sage CRM provides your business with a complete view of prospect and customer interactions, enabling effective communication throughout the organisation.

More information

How to Choose a CRM System.

How to Choose a CRM System. How to Choose a CRM System. Contents How to Choose a CRM System... 3 Understanding CRM... 4 Getting Started... 5 Understanding the Core Components of CRM... 6 Involve the Right People... 7 Select a System

More information

CRM MICROSOFT BUSINESS SOLUTIONS AXAPTA. A more efficient organisation overall

CRM MICROSOFT BUSINESS SOLUTIONS AXAPTA. A more efficient organisation overall CRM MICROSOFT BUSINESS SOLUTIONS AXAPTA Microsoft Business Solutions Axapta CRM empowers you to maximise benefits from all of your business relationships and generate profit. Key Benefits: Achieve greater

More information

Sage CRM Living breathing business

Sage CRM Living breathing business Sage CRM Living breathing business Sage CRM Contents 4 What is Customer Relationship Management? 5 Sage CRM 7 How can Sage CRM support your business? 8 How Sage CRM Benefits Sales Teams 10 How Sage CRM

More information

SageCRM Product Overview

SageCRM Product Overview SageCRM Product Overview A complete view of your organization s customer interactions SageCRM is an easy-to-use, fast-to-deploy, feature-rich Customer Relationship Management solution with out-of-the-box

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in Enhance Your Business Relationships with SageCRM www.sagesoftware.co.in Accelerate Your Performance with True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small

More information

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard

More information

Maximizer CRM Group Edition

Maximizer CRM Group Edition Maximizer CRM Group Full featured and affordable CRM for small to medium sized enterprises Maximizer CRM Group is a fullfeatured CRM software solution that enables teams of up to ten users to work together

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud CRM Services Core offer 9 services in this area: 1. Dynamics CRM Upgrade Services Utilising this service, Core will undertake an evaluation of your current CRM platform. We

More information

Maximizer CRM Overview

Maximizer CRM Overview Maximizer CRM Overview www.max.co.uk www.maximizer.eu www.maximizercrmcentral.com Company Overview Maximizer CRM 11 Features: Account and contact management Time management Task management and automation

More information

Communicate, Collaborate, Compete with Sage CRM

Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM sagecrm.com sage.co.uk/crm Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

Customer Relationship Management - a strategic approach

Customer Relationship Management - a strategic approach Sage CRM Solutions Customer Relationship Management - a strategic approach Managing interactions with prospects and customers effectively and profitably is a fundamental part of business. Success depends

More information

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions.

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions. Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Web access for real-time convenience online

Web access for real-time convenience online All access options Access Maximizer CRM when and where you need it Optimise productivity and increase profitability To work effectively and stay ahead of your competitors in today s demanding business

More information

SageCRM: For Finance, Customer Care and Process Management

SageCRM: For Finance, Customer Care and Process Management SageCRM: For Finance, Customer Care and Process Management CRM is now included with Sage ERP Accpac Presenter: Rob Lawson Sage Agenda What is CRM? Why CRM? What challenges can CRM address for the different

More information

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM I White Paper Enhance Your Business Relationships With Accelerate Your Performance With True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell him a new product.

More information

Benefits For You. CRM 2013 Cloud Delivery Pack. -Billing per hour not per day

Benefits For You. CRM 2013 Cloud Delivery Pack. -Billing per hour not per day CRM 2013 Cloud Delivery Pack What is it? Many of our clients use our consultancy services to de-risk their CRM projects. Often this involves customising the CRM system to fit their exact needs, migrating

More information

How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM

How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM How to get more exhibitors to your events Technology Marketing Showcase White Paper FibreCRM Overview This paper

More information

A dedicated CRM solution which helps you to place your customers at the centre of your business.

A dedicated CRM solution which helps you to place your customers at the centre of your business. MICROSOFT DYNAMICS CRM A dedicated CRM solution which helps you to place your customers at the centre of your business. Increase customer retention, productivity and revenue with this fully-integrated

More information

SugarCRM for Law Firms A Whitepaper

SugarCRM for Law Firms A Whitepaper SugarCRM for Law Firms A Whitepaper Summer 2010 Prepared by David Gilroy (Sales & Marketing Director) Conscious Solutions Limited Royal London Buildings, Baldwin Street, Bristol, BS1 1PN Tel: 0117 325

More information

CRM Comparison Report: Act! & Microsoft Dynamics

CRM Comparison Report: Act! & Microsoft Dynamics CRM Comparison Report: & Microsoft Dynamics is a leading contact management system used by small businesses and sales teams to manage their customers, prospects, opportunities and activities. But as organisations

More information

Microsoft Dynamics CRM 2011 for Chartered Surveyors. For all your customer relationship needs

Microsoft Dynamics CRM 2011 for Chartered Surveyors. For all your customer relationship needs Microsoft Dynamics CRM 2011 for Chartered Surveyors For all your customer relationship needs ConsultCRM: Chartered Surveyors ConsultCRM: Chartered Surveyors Introduction The Power of Productivity Microsoft

More information

Customer Relationship Management

Customer Relationship Management IBM Global Business Services CRM Customer Relationship Management Solutions from IBM Global Business Services Do you really know your customers? How do they like to interact with you? How do they use your

More information

Enhancing Productivity. Enabling Success. Sage CRM

Enhancing Productivity. Enabling Success. Sage CRM Enhancing Productivity. Enabling Success. Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives you

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Microsoft Dynamics CRM 2011 for Manufacturing. For all your customer relationship needs

Microsoft Dynamics CRM 2011 for Manufacturing. For all your customer relationship needs w Microsoft Dynamics CRM 2011 for Manufacturing For all your customer relationship needs ConsultCRM: Manufacturing ConsultCRM: Manufacturing Introduction The Power of Productivity Manage complex sales

More information

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and

More information

CRM. Paul Stobart, CEO, UK and Ireland Region, Sage (UK) Limited. SG0040 04 CRM Direct mail 05.02.07

CRM. Paul Stobart, CEO, UK and Ireland Region, Sage (UK) Limited. SG0040 04 CRM Direct mail 05.02.07 CRM CRM SG0040 04 CRM Direct mail 05.02.07 At Sage, we understand that mid-sized and larger businesses have varied and complex requirements. From accounting and payroll through to CRM and ERP, we offer

More information

Enhancing Productivity. Enabling Success. Sage CRM

Enhancing Productivity. Enabling Success. Sage CRM Enhancing Productivity. Enabling Success. Over 70 countries worldwide use our award winning web-based customer relationship management solution sagecrm.com/trial Customer Relationship Management Customer

More information

Maximizer CRM Enterprise Edition

Maximizer CRM Enterprise Edition Maximizer CRM Enterprise Innovative and sophisticated CRM for medium to large organisations Today s demanding medium to largesized businesses are challenged with competing in a fierce market against tough

More information

Normal CRM Activities with Synergy

Normal CRM Activities with Synergy Normal CRM Activities with Synergy (866) 227-0221 www.synergyexpert.com Terminology Used by Synergy Common Synergy Terms we will be discussing will include: Resources / Persons - Employees of your organization

More information

CRM for Business Intelligence

CRM for Business Intelligence CRM for Business Intelligence Real-time visibility into your business Strategise effectively and make informed business decisions with timely, accurate insight into your organisation. Maximizer CRM 2015

More information

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Customer Relationship Management (CRM) Customer relationship management, or CRM, is an approach to doing business that can transform the performance and profitability of an organisation. It is about putting

More information

Sage MAS 90 and 200. Extended Enterprise Suite S

Sage MAS 90 and 200. Extended Enterprise Suite S Sage MAS 90 and 200 Extended Enterprise Suite S An End-to-End Approach to Business Software At Sage, we ve been supporting businesses like yours with world-class business software for well over a quarter

More information

Practice Management. ...clear thinking. Information. Fee Protection. Software. Magazines. Professional Development

Practice Management. ...clear thinking. Information. Fee Protection. Software. Magazines. Professional Development Practice Management Information Fee Protection Software Magazines Professional Development...clear thinking Practice Management the challenges Increased regulation, growing client expectations and lower

More information

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM 35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are

More information

Sage 200 v4.10 What s New At a Glance

Sage 200 v4.10 What s New At a Glance Sage Business Partner: IDL Systems Limited Sage 200 v4.10 What s New At a Glance Tel: 0845 092 0926 Email: sales@idlsystems.co.uk Web: www.idlsystems.co.uk Introducing the Sage 200 Platform The Sage 200

More information

Evolution of CRM. What is CRM? CRM at it s Core is. Sage CRM PC Retreat 2013. www.martinandassoc.com 1. Agenda. What is CRM? Why CRM?

Evolution of CRM. What is CRM? CRM at it s Core is. Sage CRM PC Retreat 2013. www.martinandassoc.com 1. Agenda. What is CRM? Why CRM? PC Retreat 2013 : 360 view of your business. For the following teams in your organization Executive, Sales, Finance, Marketing Customer Care and Process Management ( is now included with Sage 100 ERP)

More information

If you would like more detailed information about Caspian CRM products and services, or would like an on-line or personal demonstration, please

If you would like more detailed information about Caspian CRM products and services, or would like an on-line or personal demonstration, please If you would like more detailed information about Caspian CRM products and services, or would like an on-line or personal demonstration, please contact us on info@caspiansoftware.com or just call us on

More information

Customer Relationship Management (CRM) Business Guide. Superfast Business Wales

Customer Relationship Management (CRM) Business Guide. Superfast Business Wales Superfast Business Wales Customer Relationship Management, or CRM, is an approach to doing business that can transform the performance and profitability of an organisation. Business Guide Customer Relationship

More information

Build Contacts, Manage Relationships, Get Results

Build Contacts, Manage Relationships, Get Results Build Contacts, Manage Relationships, Get Results ACT! is the world s best selling contact management software with over 120,000 UK registered users. By using Sage ACT!, individuals, small businesses and

More information

Service Definition Document Microsoft Dynamics CRM Training

Service Definition Document Microsoft Dynamics CRM Training Service Definition Document Microsoft Dynamics CRM Training Date: 1 April 2014 Issued by: Matt Broomhall Head of Sales and Marketing Y: Name Tisski Limited: +44 (0) 203 418 0411 E: matt.broomhall@tisski.com

More information

Make Your Business Simple Using FobessCRM

Make Your Business Simple Using FobessCRM Make Your Business Simple Using FobessCRM 1 FobessCRM at a Glance Built for Planning Prepare and manage content Design channel strategy Decide targeted campaigns Freedom in Interaction Approach customers

More information

CRM Comparison Guide. Microsoft Dynamics CRM and Act! compared

CRM Comparison Guide. Microsoft Dynamics CRM and Act! compared CRM Comparison Guide Microsoft Dynamics CRM and Act! compared Microsoft Dynamics CRM is a full featured relationship management system that connects teams to a single data source and automates routine

More information

Sage CRM Targeted Marketing Effectiveness

Sage CRM Targeted Marketing Effectiveness Sage CRM Targeted Marketing Effectiveness Gaining a deeper understanding of your customers and their buying behaviour is critical in today s competitive marketplace. Sage CRM provides powerful tools for

More information

Sales Force Automation with Microsoft Dynamics

Sales Force Automation with Microsoft Dynamics Sales Force Automation with Microsoft Dynamics Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics CRM for Sales Streamline and automate your sales processes and

More information

IT Tools for SMEs and Business Innovation

IT Tools for SMEs and Business Innovation Purpose This Quick Guide is one of a series of information products targeted at small to medium sized enterprises (SMEs). It is designed to help SMEs better understand, and take advantage of, new information

More information

E-CRM Electronic Customer Relationship Management

E-CRM Electronic Customer Relationship Management What is ecrm? Unit II E-CRM Electronic Customer Relationship Management E-CRM Electronic Customer Relationship Management CRM over the internet. CRM is corporate strategy composed of Applications, Technology

More information

Sage CRM. Communicate, Collaborate, Compete with Sage CRM

Sage CRM. Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM CRM - Customer Relationship Management - is more than just a software application. It is a business solution for all customer-centric processes.

More information

Perfect Customer Relationship Management (CRM) System

Perfect Customer Relationship Management (CRM) System Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,

More information

Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies.

Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Dedicated CRM and Project Management technology for IT departments, providers, resellers and telecom companies. Manage Sales, Marketing, Customer Service and Project Management in a single system. D Y

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Business Introduction Presentation June, 2013 Organise AND Improve What is Business Improvement Boosted win rates by 27% Improved sales

More information

Case Management. itouch Vision. This document gives an overview of Case management and discusses the different features and functionality.

Case Management. itouch Vision. This document gives an overview of Case management and discusses the different features and functionality. itouch Vision Case Management This document gives an overview of Case management and discusses the different features and functionality. For further information about implementation and pricing please

More information

Mothernode CRM SALES & MARKETING EDITION

Mothernode CRM SALES & MARKETING EDITION Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your

More information

Quick Guide: Selecting ICT Tools for your Business

Quick Guide: Selecting ICT Tools for your Business Quick Guide: Selecting ICT Tools for your Business This Quick Guide is one of a series of information products targeted at small to medium sized businesses. It is designed to help businesses better understand,

More information

Sage CRM for Media solution by Providian

Sage CRM for Media solution by Providian Sage CRM for Media solution by Providian Sage CRM for Media solution by Providian The media and entertainment (M&E) industry is one of the fastest growing industries in the country. The various segments

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

CRM for Customer Service and Support

CRM for Customer Service and Support OV E RV I E W CRM for Customer Service and Support MAXIMIZER CRM Published By Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through

More information

Business Management Made Simpler

Business Management Made Simpler SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Business Management Made Simpler Successfully manage and grow your small business Successfully manage and grow your

More information

Enhancing productivity. Enabling success. Sage CRM

Enhancing productivity. Enabling success. Sage CRM Enhancing productivity. Enabling success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

integrating practice growth

integrating practice growth CCH CRM integrating practice growth Why CCH CRM? The practices which are gaining market share are those that are organised in their business development activities, not just in targeting new prospects

More information

CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING

CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING WWW.HSO.COM The rise of CRM and how it s transforming business interactions CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING Why customer loyalty pays dividends Delivering a personal experience Unsurprisingly,

More information

Customer Relationship Management: The Key to Growth. White Paper. Caltech IT Ltd. www.caltech.co.uk

Customer Relationship Management: The Key to Growth. White Paper. Caltech IT Ltd. www.caltech.co.uk Customer Relationship Management: The Key to Growth White Paper Caltech IT Ltd www.caltech.co.uk CONTENTS Introduction The Marketplace CRM: The Foundations of Success Three to Thrive Acquire Profitable

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Exceptional Customer Service

Exceptional Customer Service Exceptional Customer Service Deliver fast, efficient customer service Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy means

More information

Why the CRM system you ve got doesn t do what you want

Why the CRM system you ve got doesn t do what you want 1 Why the CRM system you ve got doesn t do what you want Why the CRM system you ve got doesn t do what you want If you often find yourself wondering why your CRM system is not really making your life easier

More information

Compare your version to Maximizer CRM 12

Compare your version to Maximizer CRM 12 Compare your version to Features: Account and contact LinkedIn integration Time icalendar integration Task and automation Sales force automation & forecasting Marketing campaign automation & Customer service

More information

CRM: Retaining Your Customers: Preventing Your Competitors

CRM: Retaining Your Customers: Preventing Your Competitors CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft

More information

Contact Central OnDemand

Contact Central OnDemand Contact Central OnDemand A CRM solution without the risk of capital investment Contact Central OnDemand Benefits 2 Sales 4 Service 5 Marketing 6 Analytics 7 Why BT? 8 CRM without risk Rapid start-up, swift

More information

Enhancing Productivity. Enabling Success. Sage CRM

Enhancing Productivity. Enabling Success. Sage CRM Enhancing Productivity. Enabling Success. Sage CRM Rapid Route to Success & Value Rapid Route to Success Ease-of-Use Fast, Flexible Deployment Ease-of- Anywhere Access Business Integration Ease-of- Customisation

More information

Sage CRM 7.1 Overview. What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2

Sage CRM 7.1 Overview. What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2 Sage CRM 7.1 Overview What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2 Abstract Sage CRM v7.1 is packed with new features which will make a real and immediate impact to businesses looking to stay ahead

More information

Second CRM On Demand CRM Solution

Second CRM On Demand CRM Solution Second CRM On Demand CRM Solution Technologize Your Business TM Introductory Presentation July 2009 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Implementation, Support & Pricing

More information

Teamware for Online Media Owners and Ad Networks. www.sitemanagernow.com

Teamware for Online Media Owners and Ad Networks. www.sitemanagernow.com Teamware for Online Media Owners and Ad Networks Your people are an important asset to your business, as well as being one of your biggest expenses. SiteManagerNow helps them work efficiently - together.

More information

Customer Relationship Management (CRM) Business Guide. Superfast Business Wales

Customer Relationship Management (CRM) Business Guide. Superfast Business Wales Superfast Business Wales Customer Relationship Management, or CRM, is an approach to doing business that can transform the performance and profitability of an organisation. Business Guide Customer Relationship

More information

Sage CRM with Sage ERP MAS 90 March Madness Lunch & Learn 2012

Sage CRM with Sage ERP MAS 90 March Madness Lunch & Learn 2012 SAGECRM - INCLUDEDIN SAGEMAS 90 V4.5 PRESENTED BY JEFF ROSE WHAT IS INCLUDEDWITHMAS 90/200 4.5 SageCRM Software and Licenses Included with MAS 90/200 SageCRM 200 Server License $3,995 if purchased separately

More information

CONTACT DATABASES IN MICROSOFT OUTLOOK

CONTACT DATABASES IN MICROSOFT OUTLOOK CONTACT DATABASES IN MICROSOFT OUTLOOK September 2007 A Davton Consulting Whitepaper Microsoft Outlook has become the standard desktop tool for managing business email. This paper shows how Microsoft Outlook

More information

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price.

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price. Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price. Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM,

More information

Mothernode CRM ENTERPRISE (ERP) EDITION

Mothernode CRM ENTERPRISE (ERP) EDITION Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run

More information

MICROSOFT DYNAMICS CRM SERVICES & SOLUTIONS

MICROSOFT DYNAMICS CRM SERVICES & SOLUTIONS You may be getting started and looking for a new system, have outgrown your existing software or feel your current implementation or support service could be improved. Whatever stage you are at in considering

More information

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably SalesGrow CRM WTM SalesGrow CRM helps organizations differentiate their businesses to achieve maximum

More information

Chapter. Enterprise Business Systems

Chapter. Enterprise Business Systems Chapter 4 Enterprise Business Systems Learning Objectives Identify and give examples to illustrate the following aspects of customer relationship. Business processes supported Customer and business value

More information

Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market.

Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market. COMPANY Terrasoft represents the new generation of cost-effective and results-producing CRM vendors focused exclusively on the mid-enterprise and SME market. Founded in 2002, the privately held company

More information

Gain a competitive advantage.

Gain a competitive advantage. Fully Integrated, End-to-End Business Management Provide a higher level of customer service. Improve internal business process. Improve bottom line. Gain a competitive advantage. End-to-End Business management

More information

WHAT ARE THE BENEFITS OF CLOUD-BASED CRM?

WHAT ARE THE BENEFITS OF CLOUD-BASED CRM? WHAT ARE THE BENEFITS OF CLOUD-BASED CRM? CRM software is a great way for managing all of your customers contact information and business interactions in one place. Cloud-based CRM is more popular now

More information

6 Steps to Creating a Successful Marketing Database

6 Steps to Creating a Successful Marketing Database 6 Steps to Creating a Successful Marketing Database Why Invest in a Marketing Database? An organisation that has an ineffective marketing database, multiple databases that cannot communicate with one another,

More information

Second CRM CRM Solution for Mid size Companies

Second CRM CRM Solution for Mid size Companies Second CRM CRM Solution for Mid size Companies Technologize Your Business TM Introductory Presentation June 2010 Agenda Second CRM On Demand CRM Solution Introduction Second CRM Features Pricing, Implementation

More information