What is a Customer Relationship Management system?

A Customer Relationship Management (CRM) system is an application that enables a business to manage its interactions with customers, clients and sales prospects. It can help organise, automate and synchronise business processes, enabling people, processes and technology to work together more efficiently to increase overall profitability.  

What are the benefits of a CRM to my business?

A CRM can help streamline your business, improve interactions with your customers, and improve customer service. Additionally, it provides a strategic level overview of the business and can help with performance improvement. You can manage leads, run marketing campaigns and track their effectiveness, run personalised mass email campaigns on subsets of your contacts database, generate and track quotes, invoices and more. Our CRM of choice is the Open Source vTiger because of its extensive functionality and ease of use. With this solution you can:

• Track all accounts and related contacts, leads, cases, projects and other details from a common repository
  Specify parent-child relationships between accounts and their subsidiaries or other divisions
• Import accounts from external sources, such as ACT, GoldMine, and other applications
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyse opportunities for up selling and cross selling
• Create fully customisable account reports
• Export accounts to spreadsheet software, to analyse buying patterns and set up loyalty programs
• Attach customer-specific documents to accounts for quick reference
• Gain insight about your business performance via dynamic dashboards
• Maintain expenses records and so much more...