CRM System
Everyone's talking about web-based CRM because of its high availability and the minimum administration effor required. But, what are the advantages of a web-based CRM system as opposed to a common Windows environment?
Advantages of a CRM system
Assumed, that all data in the system is kept actual, you will have these benefits:
Advantages of a CRM software
- Using a Project Management System with an integrated CRM will put you in the position to give competent information about a customer.
- All contact and address data are correct - this is an important basis for all follow-ups.
- All actions for the (prospective) customer are available in the system. No information gets lost or will be ignored.
- The paperless office comes true, for an actual database provides a clear level of information about all customers.
- Full access to documents or E-mails using the integrated document management system.
- History for addresses, contacts and projects is formed automatically.
- Reduce of time-consuming queries, for every user can handle the needed information himself.
- Search processes are nearly eliminated.
- Your customer feels to be in good hands, if all his requests, probelems etc are currently available to respond to his needs.
- You can give information about the level of processing in a compenent, reliable and quick manner. Within a second a quotation or another document can be found and opened.
- Each information like turnover, costs, contribution marginforecast, work assignement, times, service of external staffers, service of staffers from different cost centers etc. is handled in a single Project Management Software System. That implies that no figure interpreted from different angles of view. The management gets the right information from an actual database.
- An integrated ticket System keeps all problems, bug reports, request of customers clearly traceable.
- Available accounting information like open invoices, credit limit, order backlog makes it easy to be used within a conversation with a customer. Invoices may be paid earlier when sales is involved.
- Dates of your staffers concerning any customer get transparent. This is a perfect basis for your project plannig to customers.
- Permissions allows access to information, prevents users from modification or deletion.
- You can do real teamwork, because all information is available from on centralized, well mainatined system.
- Information can be obtained worldwide when using a web-based Project Management System and CRM. As good as it gets.
Technical Requirements for Vemas (Project Management Software CRM)
- Browser (Internet Explorer, Mozilla Firefox, Google Chrome)
- Broadband connection for external access (if necessary)
- An automated escalation management system that discovers new or modified address/contact data and reports to a suitable office
Features of a "perfect" CRM solution
- Address and contact management: direct access using any desired search terms
- Maintaining of any characteristics for addresses/contacts to build any systematization without programming or adaption
- Acquisition and document management
- Historization
- Mailing and telemarketing
- Integration for sent and received E-mails
- Date management and synchronization with MS Outlook
- Sales order processing including quotations, order and delivery confirmation, invoicing
- Service/support management with integrated escalation management
- Project management, quotation, forecast, project status and digest
- Project and resource planning, workload planning, date integration
- time and activity recording
- Project accounting and project controlling
- Vacation and absence management
All information about (prospective) customers should be available within seconds at any place. Each staffer must rely on the data. Maintanance of data should be done at one central point. This relieves all staffers significantly. That is one of the biggest benefit from a CRM system software. Having all this, you can really say: We've got the perfect CRM system.
