Claromentis CRM
Overview
Fully searchable data and comprehensive territory and project permissions ensures the right data and projections are available to everyone as soon as they access the system.
Completely customisable stage definition and risk assessment provides a realistic view of the pipeline to meet your own sales cycle metrics.
Integration with Issue Control and Complaints Management systems ensures the appropriate staff and partners can respond to, manage and resolve all issues.
Claromentis CRM Architecture
Project and Territory Management
Permissions and access to data are controlled with a unique combination of two hierarchical structures maintained by Claromentis. These relate to Territories and Projects. In this way a senior manager with responsibility across multiple business lines in multiple locations will automatically be able to review and work with relevant data and forecasts, just by logging into the system. read more
Company and Contact Management
Companies can easily be created within any project and territory you have permissions to do so. You will have access to other data where this is of assistance, in read only mode. In this way you will be able to ensure effective access to best practice and sales collateral where your company has engaged with other parts of this company. read more
Opportunity Management
Claromentis CRM contains comprehensive Opportunity Management functionality. Each opportunity can be assigned tasks, alerts and activities – all notified to the user through the messaging system of Claromentis or by email – whichever suits each individual user. read more
Forecasting
Using both gross revenue or risked revenue depending on the current opportunity stage, sophisticated filters allow forecasts to be delivered on any stream of opportunities. These are filterable by forecast dates, by company, stages, product categories and territories. read more
Products
Claromentis CRM contains a full product catalogue to populate opportunity line items and to drive reporting as needed. read more
Reporting and Activities
User definable activities ensure the details of all interactions can be appropriately grouped. For example ‘RFI Received’ Outgoing Telephone Call’ read more
Alerts and Notifications
Claromentis CRM contains a comprehensive alerts and notification system to remind users of activities that need to be completed to move opportunities along the sales cycle. read more
Issue Control and Complaints Management
A unique feature of Claromentis CRM is the ability, if required, to use Business Information Manager to allow other users or teams of users to manage and respond to any form based data in the opportunity. In this way complaints management is accessible directly within the CRM system. read more
