4. Configur
e
System Setup
Users & User
groups
Security
profiles
User screen
mapping
Data
Migration
Document
configuration
Leads
activities
Products,
units, groups
Price lists,
discounts
Sales quotes,
orders
Contracts
Sales
segments
Marketing
campaigns
7. A CRM system deals with aspects of the work with
clients, whether these involve sales procedures or
service-related issues.
Most often, CRM systems are used to control lead
information, marketing campaigns and market
participation.
The data that is collected can later on be analyzed
to come up with innovative solutions to the most
common customer-related problems.
The CRM allows a company to identify its target
customers,
optimize sales management,
streamline information exchange between different
departments,
improve company relationships with customers
through personalization,
identify customer needs and analyze distribution
patterns.
• CRM systems allow for control on different levels and
for the collection of essential information.
•As a result, the use of such programs provides a
number of important advantages for both small and
large companies.
•The use of a CRM system decreases the cost of
customer acquisition. The data enables companies to
correctly identify their target audience and to focus all
of the marketing efforts on that particular group of
people.
•CRM systems allow companies to provide customers
with better services.
•The software analyzes current customer service
practices and can be used to pinpoint shortcomings
and areas that need improvement.
•Better customer service will ultimately result in a
higher sales volume.
•Processes inside the company itself will become more
efficient through the use of CRM systems. All
employees will gain access to important information.
Analytics and reporting become automated, which
allows the sales, marketing and customer service teams
to work together and introduce improvements.
8. • To implement a low cost, minimal disruption, maintanence free crm system.
• Develop a process for handling, client enquiries, orders, complaints, and other
customer orientated processes which will be dealt with through the CRM system.
• Improve the current sales process (Lead generation – Client contact – Order)
• To identify a viable option which will not encounter high costs
• To implement and train prior to year end with a view to migrate data in to the
system for use from January 2014.
• To actively grow the database, develop the configuration to suit and integrate
with all job functions in the department and colleagues outside the department.
• To centralise documents, contracts, orders, and other documents included in
the sales process to have a central storage point and database access for the team
to perform their roles faster and more efficiently.
