CRM 

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CRM

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Key attributes 
Web based
   
LDAP enabled
   
Outlook connection
   
Self-service for customer care
  
Customer managed profile
  
Ease of creating customer view
  
Easy query tools
 

 

 
 CRM ( Customer Relationship Management ) deals with the "front end" of the connection to the customer.  These business systems combine information, policies, processes and employees of an enterprise in an effort to attract and retain profitable customers. Our expertise is within the Service side of the CRM suite of tools.
 
Component Functions Benefits
Customer service 
  • Incident management (Web, phone, email )
  • Web knowledge base
  • Email handling
  • Work flow
  • Portal front end
  • CTI/ACD integration 
  • Deliver personalized information
  • Self-service of problems and process.
  • Sharing knowledge with business partners

See an example of what can be included on a web customer care page

 

  • On-line knowledge base reduces support costs by 50%
  • Reduced overhead and staff in call centers
  • Removal of buffers and less errors
  • Increase first call close rates

 

Sales Management
  • Contact management
  • Order management
  • Account management
  • Pipeline analysis
  • Mobile synchronization
  • Visibility of the sales process
  • Personalization & cross selling
  • Access anywhere
  • Productivity of sales staff
  • Data entry accuracy 
  • Sales forecasting improvements
Marketing
  • Marketing campaigns
  • Activity tracking
  • Centralized literature
  • Correspondence fulfillment
  • Reduced effort in creating campaigns
  • Customers enter their own profile data (less errors)
  • Decreased cost per lead
  • Fast response to customer needs
Reporting
  • Querying
  • Management information
  • Analytics 
Businesses are collecting the right information to make better decisions:
  • Profitability by customer
  • Sales cycle information
  • Service levels achieved
  • Marketing campaign effectiveness

Prepared by Sharon Levy.  Copyright © 2002 All rights reserved Shared Memory
Last Updated June,2002.   Any comments, please mail