Why is CRM important?
CRM allows organisations to centralise their customer data.
Improve communication, automation and maintain your relationships with your clients, partners and suppliers!
CRM can be introduced into multiple areas of a business
Create HTML email templates, organise your clients into marketing lists and send bulk emails with tracking!
Set up automatic email alerts and reminders for clients and users!
(Happy birthday and Contract reminders)
Support Desk (Case Management)
A client may raise an issue over the telephone or email and CRM allows your team to have a central system to manage the 'case' escalating the stage, priority and adding comments throughout.
Automated email alerts and synchronization to the client can be from email subject line. (CASE: 1234 - Issue)
CRM systems help Organisations to sort client data and improve processes and reporting!
All of your teams can benefit from engaging into one central system.
Customise your system to meet your needs, add fields and change layouts to ensure you capture the information important to your organisation!