Perfect Customer Relationship Management (CRM) System

Transcription

1 Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview

2 Overview Perfect Customer Relationship Management (CRM) System empowers your sales, service, and marketing personnel to work more efficiently, close more deals quickly, and improve customer loyalty Page 2 2 Perfect Customer Relationship Management System is a powerful and easy to use solution for managing customer relationships. It offers companies complete control over the sales pipeline and helps account managers to streamline the sales process from lead-creation to opportunity handling and close, thus allowing better sales management and shorter sales cycles. It can also be used to capture, monitor and share critical information about prospects, customers, and partners, across the company, and to provide better customer services and allocate new prospective customers. In addition, Perfect CRM serves as an activity management engine helping you schedule appointments with customers and to-do lists. It also serves as a call- center engine allowing you to record and track all interactions with customers and to ensure proper and timely follow-ups.

3 Business Drivers Strong customer relationships are key to business success. All customers want to be treated individually. On the other hand, the organizations want to consolidate all the efforts spent on an account and want to leverage insight into customers needs and behaviors. Towards this end, there is a need to: Page 3 3 Maintain all the data relating to accounts, contacts and opportunities Pursue all leads in the best and optimal manner Retrieve all historical data relating to an opportunity such that bids may be prepared in the most realistic manner Implement organization wide access rights and privileges for the data and information contained in the system With ASD Perfect CRM, you can: Empower management with a real-time pipeline and forecasting so they can build and focus on high-profit, sustainable relationships Empower staff with customer intelligence and best practices to increase their likelihood of successful transactions Increase customer acquisition, retention, loyalty, and profitability by integrating information across the enterprise Enable executives and management to gain greater customer insight Key Strengths Simple Perfect CRM will adapt to your business without changing the way you conduct business. Powerful technology used to build the product ensures your uasd experience is simple. Perfect CRM is easy to learn, configure and use. Affordable Perfect CRM is priced to ensure technology reaches you without compromising on the quality. ASD has remained a market leader for its affordable cost of ownership and negligible maintenance for businesses of all sizes. Whether you are a small, medium or large enterprise, Perfect CRM addresses most of your business needs. Highly Customizable While many of our customers have 100% of their needs fully met out-of-the-box, Perfect CRM can be extended for special needs. Customization of Perfect CRM can address specific requirements to meet your unique business needs. Extent of customization may vary from changes to simple data capture forms and report formats to complex functional and features changes.

4 Main Functionalities Sales Page 4 4 Perfect CRM helps sales professionals manage leads and opportunities; measure and forecast sales activities; manage territories, accounts, contacts and activities; efficiently track customer communications, and automate stages in the sales process helping ensure a shorter cycle, higher close rates, and improved customer retention. Sales Automation Perfect CRM allows sales reps and account managers to streamline the sales process from lead creation to opportunity handling to close. It provides complete control over the sales processes and resources; gives access to critical real-time sales information whenever and wherever needed; and automates activities such as follow-up calls, letters ( s), daily tasks, and marketing material fulfillment. Sales Planning and Forecasting Perfect CRM allows sales reps and account managers to effectively plan, manage and report on different phases of the sales cycle. Sales forecasting comes as a standard feature, allowing users to provide forecasts and historical reports to their managers on an as-needed basis. In addition, managers can have complete access to all sales people work. Account and Activity Management Perfect CRM provides the tools necessary to manage and analyze current and historical account details, making it easy to identify and target new clients and to resell to existing ones. Multiple opportunities and accounts can be easily managed, and leads can automatically be directed to the right sales person, based on territory, industry etc. Sales Pipeline and Opportunity Management Perfect CRM provides comprehensive capability to manage the sales cycle from first contact to final sale. You can define your own sales cycle; track, qualify, and distribute leads to the appropriate sales professional and effectively analyze and manage the sales pipeline. Detailed reporting ensures that time and energy are spent on the leads most likely to close. Quotation and Order Management To be able to ensure superior and consistent customer services, sales professionals must have access to accurate pricing information and be able to provide price quotes quickly and efficiently and manage orders. Perfect CRM delivers on all these fronts. Time Management Perfect CRM allows users to better manage their time by providing task list, follow up and call back tools as well as reminder notifications and alerts about pending tasks and issues.

5 Reporting and Graphical Analysis Perfect CRM provides comprehensive reporting capabilities (in several formats, for example Word, HTML, PDF and Excel) as well as a rich set of advanced graphical analyses tools that gives sales managers access to all necessary data and helps them to make better more-informed decisions. Marketing Page 5 5 What factors influence your customers to buy your goods and services? Who are your most profitable clients? In today s business environment, the challenge is not simply to find new customers but also to understand and retain existing ones. Being able to answer such questions is what can set your company apart. Campaign Management Perfect CRM allows companies to organize effective marketing initiatives and campaigns and track responses, making it possible to identify effective marketing strategies. With Perfect CRM, marketing teams can analyze unlimited customer information and view every necessary detail. Mass Management Perfect CRM makes it easy to send personalized mass s to specific customers / prospects and include attachments, simplifying the process of targeting the right customers at the right time. The actual communication is stored in the history ensuring that you can easily look up and analyze relevant data. List Management Perfect CRM makes it easy for marketing teams to create new target lists of prospects / clients from selected criteria, such as territory or industry. With Perfect CRM, you can target the right customers at the right time, eliminating guesswork, and better utilizing your marketing resources. Customer Care Building lasting and profitable relationships with your customers requires you to continuously identify, serve, and satisfy their needs. Perfect CRM empowers your company with the information it needs to build and manage lasting customer relationships, and ensures customer satisfaction and loyalty by providing the service your customers need and expect. Contact Management To deliver the best customer service and exceed your customer support performance expectations, your support personnel must have the most up to date and accurate customer data at their fingertips. Perfect CRM provides quick access to real-time customer information allowing your support staff to make the most of every customer interaction thus maximizing business opportunities through up and cross selling and ensuring customer satisfaction.

6 Call Center Management Perfect CRM provides easy to use and real time access to data, enabling call center staff to resolve customer queries and issues quickly and efficiently, reducing call times and increasing effectiveness. Support cases can be escalated and prioritized easily reducing time and interaction required for resolving each case. Comprehensive Reporting Perfect CRM makes it easy to generate support cases reports in any format you wish, thus enabling support staff teams to communicate more easily and efficiently together, with management and with customers. Main Features Page 6 6 ASD Perfect CRM empowers you with the tools and resources needed to effectively manage all aspects of the sales cycle and increase your sales team s performance. With ASD Perfect CRM, you can more effectively manage opportunities, monitor and forecast sales activity, and automate key sales processes shortening your sales cycle and helping your team to close more deals. Robust customization capabilities enable you to tailor Perfect CRM to meet your unique selling environment. User-Friendly Interface Perfect CRM adapts a unified look and feel in all its windows and functions and has a very user-friendly interface. In this familiar environment, users can freely and easily navigate between windows and pages. Complete Support for Arabic and English Languages Bilingual support in Perfect CRM is a standard. In addition, fields can be locked to accept data in only one of the languages if desired. A certain field can also accept any of the two languages. Full Support to Different Operating Systems and Databases Perfect CRM operates under all windows versions; from Windows 98 to Windows 7 as well as Mac OS and Linux. It also supports today's most advanced databases; such as Microsoft SQL Server, Oracle, Derby, and MySQL. Flexible Open Design Perfect CRM is designed as an open system that adapts to the diverse needs of organizations and companies. This design ensures ultimate flexibility, adaptability and customization. Perfect CRM does not impose rigid rules on its users; in contrast, it is designed to be adapted to the users requirements. Comprehensive Accounts Management Your sales reps can view all interactions for accounts, contacts, and leads in an easy-to-learn and use interface so they have access to the information they need to be successful in their role. All customer interactions, including notes, opportunities, activities, purchased products, marketing campaign information, tickets, and more can be viewed and shared so your sales reps can better sell to and service customers.

7 Manage Sales Opportunities Effectively Access vital opportunity data to forecast revenue, make adjustments in territories, and drive more deals to a close. ASD Perfect CRM opportunity management enables you to view and interact with key opportunity data through dashboards, robust reports, and business analytics tool that integrates with ASD Perfect CRM. You can track the stages of a sales cycle, gauge the likelihood of closing sales, forecast revenue, understand win/loss data and more, so you can take corrective action or make more strategic decisions, such as territory realignment. Page 7 7 Improve Your Sales Team s Productivity Automate sales processes to maximize team productivity and shorten the sales cycle. ASD Perfect CRM enables you to customize and automate sales processes driving sales to a close faster. Implement proven standardized sales methodologies, or create custom sales processes based on criteria you define. Sales team members are prompted to complete tasks such as making phone calls, scheduling meetings and more increasing their productivity and ensuring all steps are followed in a proven sales technique. You can also automate lead distribution to individuals or teams so hot leads can be acted on fast! Remote Access ASD Perfect CRM is completely web-enabled. This means that you can access your business data from any location. You can enable your travelling sales staff to check inventory status before booking an order, enable your Chartered Accountant to audit your business and provide professional advice sitting from his office and more. Your business does not have to wait while you are travelling, at home, etc. Integration and Consistency Perfect CRM can be easily integrated with other ASD products as well as third party software. Furthermore, Perfect CRM is robust and consistent in all its functionalities and features. Decision Making Information at Your Fingertips Perfect CRM helps managers to make the right business decisions and saves time and effort. The application assists decision-making by displaying all relevant details. For example it displays the available quantity of products, client balances and credit limits etc. It also allows the user to add notes and other relevant information. Highly Secured System Perfect CRM is a highly secured system. The access rights of each and every user are clearly defined in terms of the functions and procedures he / she can execute. In addition, sensitive records can be assigned to certain users or user groups to reduce unauthorized access risk. Perfect CRM also enables management to issue audit trails that will include records of each users' activities in the system. High Quality Support Last but not least, ASD considers technical support services an integral part of all its offerings. Our qualified engineers provide onsite and electronic technical support services, in addition to training, consulting and implementation services.

8 Business Benefits Below is a list of some of the key business benefits you can expect when using ASD Perfect CRM: Page 8 8 Sales process automation Improve sales teams productivity Increase efficiency, coordination and cooperation between departments Complete view of customer information at your fingertips Better informed business decision based on sales visibility and insight Enhance support service levels and cut costs and errors Lower operational costs Foster collaboration and delight your customers Increase revenue and growth by improving customer loyalty Respond faster, enhance competitive agility and differentiate your company Rapid return on investment

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