CRM System Modules

  • Marketing management
  • Sales Management
  • Customer service management
  • technical support & maintenance

Features

  • Marketing management

    • Building a data base of the potential and targeted clients
    • Classifying the clients’ data either geographically- or according to the activity – size-information resource or other classification that may interest the institution Not repeating the data of the clients
    • The possibility of managing and supervising the marketing plans wither by communication or emails (promotional) or field visits for targeted clients
    • Easy to target customers and marketing activities focus on the target customer segment
    • Easy to know the Effectiveness of each activity and marketing channel and compare the stated yield at disbursed cost
  • Sales Management

    • Create a database of existing customers and Continuous ones
    • Create the card customer satisfaction survey to find out areas of strengths and weaknesses in our relationship with each client
    • complete management of sales opportunities and identify and implement what has been executed-pending & deleted
    • a complete record of all the sales figures that we've made and return them to measure and determine the current situation of each client
    • special record calls with each client, whether incoming or outgoing
    • the possibility of integration with any system of central systems to record calls
    • a special register of incoming and outgoing faxes to and from clients
    • a special register of incoming and outgoing for e-mail and SMS
    • Record special quotations to customers
    • the possibility of creating an electronic archive of all of the client's Papers -Offers rates, faxes
    • managing the activities of sales representatives and determine the effectiveness of each delegate during a certain period
    • Record sales and special visits to determine the yield of such visits
    • the ability to create a plan for each sales representative visits and comparing actual visits and identify deviations
    • daily reminder to of the salespeople for their customers
    • determine the effectiveness of each member of the sales team and provide statistics such as the average connection timeout and the average time of completion of any task
    • Internal messaging program for employees
  • Customer service management

    • Record full data products and equipment sold to customers and easily found with the search and printing
    • Manage customer complaints and to determine the cause of the complaints and the speed of response in resolving the complaint
    • Technical support registration of contracts with customers and set up appointments for the periodic maintenance of all, the program is intended to sound the alarm when approaching deadline.
    • Easy distribution operations and maintenance of technical support specialists and engineers to choose the optimal time to function.
  • technical support & maintenance

    • any engineer can find out the work entrusted to him and the technical support while he is not able to see the Technical support or work of another engineer
    • there is a query of the status of the job whether it is execution, hanging, cancellation.
    • extracting a complete record of acting technical support on a kit prepared during a certain period
    • extracting a complete record of acting technical support for a particular client or contracted during a certain period
    • Extracting a record acting technical support engineer carried out by certain engineer

CRM Clients