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3. Contact & quotation Information on all prospects and clients - enable your sales team to use to reduce the time they spend on admin and increase the information available to other areas of the business. Proposals can be generated in minutes and then stored and referenced by probability, value, margin or date.

4. Electronic integration - produce everything from quotes to statements as e-mails direct from the desktop. Link with Microsoft Office, Outlook, the Internet and your XDA to ensure you gain the full benefit of other packages on or off site.

Posted by Someone on April

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  1. 5. A fully customisable system. Your own customer, prospect, supplier, product & service and staff databases, diary, planner, quotations, enquiries, sales order, despatch and invoice, manufacturing, purchase, receipts, projects and job costing, CRM operations, service and support, marketing planning and execution, general ledger and accounts all in your own language as all wording & drop down menus can be easily customised to suit your business and industry. Customer Relationship Management (CRM) is a business philosophy, not just a technology - understanding your customers' needs enables you to build better relationships and increase sales. Using the philosophy of CRM helps "to get and to keep more customers who stay with you longer".
  2. Although a sound customer relationship management strategy has to come first, it can be effectively supported by CRM software.
  3. The benefits of software?

Posted by Someone on April

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Excellent customer service is about being aware of customer needs and reacting to them effectively.

CRM technology helps you to understand, anticipate and respond to your customers' needs in a consistent way, right across your organization because it provides you with management information. It has been said that the creation, distribution and manipulation of information is all that management is about and it is certainly true that without information about what is going on, when, by whom, with what, at what cost, at what margin etc. a business will almost certainly fail.

Posted by Someone on April

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CRM technology also needs to be integrated into the business process. Organizations can only benefit from the discipline CRM imposes if it is.

As the management at Customer FOCUS have noted: "Changing your system means you are leaving behind something that everyone is comfortable and familiar with. Replacing it with a modern business operation & management system such as Customer FOCUS, is like getting out from behind the wheel of your familiar old Ford Mondeo with the worn leather seats and jumping into the cockpit of a Boeing 747. When installing a CRM system the right combination of critical factors need to come together at the right time. If they do your project will be a success and your business will take off to new heights. If certain critical elements are ignored by you or not given enough importance, you could find your project resembling a smoking crater!"

Posted by Someone on April