CRM & Office Organization. CRM and office management software in small and medium sized enterprises

Transcription

1 CRM & Office Organization CRM and office management software in small and medium sized enterprises Gabor Takacs IRM Ltd.

2 What is CRM? (Customer Relationship Management) CRM entails all aspects of interaction a company has with its customer, whether it be sales or service related. What is ERP? (Enterprise Resource Planning) An information system or process integrating all manufacturing and related applications for an entire enterprise. ERP systems permit organizations to manage resources across the enterprise and completely integrate manufacturing systems.

3 CRM is the core of all activities in the field of Sales and Services, but it does not cover all aspects of our daily work. At the end its just one of other software solutions that is required to run our office properly

4 1987 Software Developer, Nemetschek AG, 50 Employees 1992 Presales and Sales, Nemetschek AG 1992 Director Central and East Europe, Nemetschek AG Nem.Subsid. in Russia, Poland, Czech, Hungary, Croatia, Bulgaria, 2000 Director International, Executive Vice President, 1200 Employees, 3 rd largest German Software Firm 2001 IRM Ltd. founded, Gen. Distributor Nemetschek SE Europe 1,500 clients, partnernetwork Turkey, Greece, Romania, Middle East 2002 Start development Insider 2005 Start of Marketing activities 2006 Delivery of Insider 2006

5 Typical structure of Nemetschek subsidiary Entity between 5 and 20 employees Director Sales Consultants Marketing Service Department Administration Bookkeeping In average 3 to 5 different software solutions required to run the business

6 Problems : Multiple Data Entry No consistent Data Different information in different formats in different locations No History, protocol of activities No overall analysis No common data access No connection between all activities and all clients One option: Choose one of the big Software providers Projects started from Euro consulting, implementation, adaptation, training required Project phase longer then 3 months Software: App.20%. Rest are Services

7 So why not developing an own solution? How should such a software look like? Easy to learn and use Integrates all tasks in sme No training Compatible to MS Products One Database Structure Any kind of reports and analysis No adaption and implementation No consulting Affordable

8 Management Contact management - provides a complete customer view with all data about the active contact (from the initial contact to the post-sales service and support) Contact profile general information, financial information, marketing information, additional information, activities, offers, invoices, employees, attachments, history Time & Task Management - take a look at your calendar, plan and manage your working day in a better way

9 Marketing Manages all administrative and financial aspects of marketing campaigns Fast and easy definition of target groups Automatic creation of multiple, identical tasks for campaign related target groups Direct mail merge in Microsoft Word format Campaign related attachments Campaign results analysis

10 Sales & Invoicing complete contact, sales and payment history Built in product catalogues Easy preparation and printout of standard offers Predefined intro and conclusion texts Multiple option offers Easy invoicing and payment control Automatic reminders for overdue payments Flexible reporting tools Options for additional offers and invoices customization

11 About Insider Ins der der is the fully integrated CRM solution for small and medium sized companies Ins der der is the powerful office management system for task and contact management, marketing, sales and invoicing Ins der der is easy to learn and much less expensive than similar solutions Ins der der has no hidden implementation costs and needs no extensive training

12 Thank You for Your Attention