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CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Our Customer Relationship Management functionality available within Professional Services Automation (PSA) module provides an effective solution for managing your business-to business and business-to-customer relationships. Unlike traditional contact management applications, our solution is fully configurable, creating a business critical solution with no processes or methodologies enforced.

Fully scalable to each organization’s requirements, our solution can be used for the simplest of functions, such as tracking contact actions, collaborating project documentation, as well as managing complex sales opportunities. This module is designed to enhance communications with prospective and existing customers, automate lead follow-up procedures, facilitate the analysis of strategic business metrics and streamline customer support processes.

The competitive advantage of the module resides in its flexibility and ability to integrate with back office system.

CRM FEATURES

  • Capture all Clients and Contacts
  • Record all Customer Interaction
  • Support Key Business Processes
  • Highly configurable
  • Store all customer documentation
  • Manage supplier relationships

Our Contact Management functionality empowers business developers, sales professionals, account managers and project leaders, providing the necessary tools to monitor and track every detail about customer, prospect and vendor relationships:

HIGHLY INTUITIVE CONTACT MANAGEMENT

  • Define and assign actions types, tasks and priorities
  • Manage an unlimited number of clients and contacts
  • Apply and define multiple filters
  • Record all customer interaction and history
  • Record detailed customer interaction against projects
  • Create custom fields to track information unique to the business, projects and customers
  • View customer activity, actions and history

HIGHLY CONFIGURABLE

Our Solution enables you to define custom fields and bespoke action views to manage all of your customer, prospect and supplier relationships. Custom fields can be created to completely configure the solution to your needs and to store key documentation.

BENEFITS IN BRIEF

  • Streamline business processes and reduce overheads
  • Collaborate all business-to-business and project contact
  • Centrally store all project documentation
  • Enhance the service delivery process
  • Improve marketing communications
  • Excellent data quality and visibility
  • Reduce administration time
  • Streamline sales processes
  • Collaborative reporting
  • Track business/project issues
  • Enhance the support process

CAPTUE ALL CUSTOMER COMMUNICATION

In its most basic format our Solution can be used to capture all of your customer communication. Through defining actions and action views your users can easily access all communication such as calls, proposals and support issues at the click of a button.

CONFIGURABLE REPORTING

Our Solution includes a bespoke report writing interface, allowing you to produce ad hoc reports to meet all of your customer relationship management reporting needs.

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