What is a C.R.M?

 

Customer Relationship Management (CRM) is a strategy for managing all your Organisation's relationships and interactions with your customers and potential customers, as well as looking after your own staff and representatives.

 

A Bespoke CRM enables you to focus on your organisation’s relationships with individual people – whether those are customers, office staff, Sales Representatives on the road or Sales Management.  

 

In a Direct Sales Organisation, a CRM usually (but not exclusively) follows these paths :-

 

TeleCan Recording and Results

Entry of Lead Data

Creation of Appointment with Customer

Allocation of Lead to a Representative

Confirmation of Appointment

Tracking of Diaries/Calendars

Input of Visit Results

Input of Sold Survey Information (& photos) on-site

 

Reporting

Analysis

Auto-Emailing

 

Back Office Functions (data setup etc)

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Add-on modules are available for the following functions

Installations

Commissions

Employee Holidays