Customer Relationship Management
Managing Clients, Suppliers and Forecasts
A company needs to manage its clients, leads, suppliers and forecasts throughout the life cycle of a relationship. It needs to be able to cope with scaleable projects, factor in different territories, grant the correct user access, and deal with quirks of the industry and business it is working in. On top of this, all documents and information need to be efficiently managed from within the CRM system. A very tall order – yet the solution is a fully web-based opportunity management system from Claromentis CRM.
Records & Documents
To be effective at business relationship management, companies need to keep a complete record of their interactions with every client. An audit trail needs to be available both as records of the document at the time of any activity – for example a quotation sent on a particular date – and also as a version controlled document that various users might work on – for example a contract or support level agreements. As you would expect, Claromentis is advanced enough to cope with all of this, and more.
Claromentis CRM
Claromentis CRM enables the easy management of leads, clients, suppliers, opportunities and sales. This takes place in a fully-integrated environment that also includes version controlled document management, contacts, and web mail.
Companies also need to be able to record work that is outstanding for opportunities and clients, as an integrated and customised part of the CRM system. These tasks can be allocated, managed, escalated and resolved by appropriate users who can be in different company departments. A complex demonstration of a product may involve a pre-sales technical team, then a sales team and finally an account management team. Each team needs full access to relevant information and to see what the customer has been told, and when: Claromentis CRM ensures that every team gets the information accessibility they need.
Centralised Information
To be effective, your entire CRM system needs to be maintained on a web based platform, making key information available to employees wherever they might be in the world. By contributing to a central, searchable pool of company knowledge, users contribute directly to the efficiency and performance of the corporation, rather than becoming trapped with isolated islands of information.
Claromentis CRM is deployed to your users online, and in a branded and aesthetically pleasing visual interface to ensure complete access to the required application and data.
