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    Customer relationship management (CRM software)

    Knowing, understanding and predicting what your customers want and will want in the future is vital to the success of any business enterprise. Customer relationship management or CRM software designed to focus on evolving customer relations. This software is directed to help you anticipate and cater for the needs of a company or business’s current and potential customers in order to grow the relationship value. The sales process is one of the most in integral stages of the software.

    Features of the CRM software 

    Records conversations - using the notes and documents recording, and categorising interaction according to the interesest and next action required, the CRM software keeps records of the interaction between yourself and the lead. The recording helps to follow up with leads, to record information and create continuity of events

    Manages sales team - Accounts managers are assigned to clients and reocrd leads and information. Reports can be drawn regarding leads and sales per account manager and records the interaction and the work done by account managers. 

    Manages sales cycle: Contact, leads and contacts information is recorded and can be updated as needed. Record the customer contatcts information tel no, emails, websites and relevant persons. The quotes and invoices information uses this information. 

    The CRM software manages the sales cycle:

    • Contact
    • Lead information
    • Meetings
    • Follow up action
    • Propsals
    • Demos
    • Meetings 
    • Propsals and Sales

    Benefits:

    Sales planning and forecasting:

    • Enhance performance with coordinated planning and execution of sales activities across all channels.
    • Provide a complete picture of projected revenue and anticipated sales volume over time.
    • Increase the accuracy of demand plans and sales forecasts. 

    Accounts and contact management:

    The CRM software that keeps track of people and related activities. It is specialized for sales and service consultants who make repetitive contact with prospective customers. The foundation of a contact manager is a name and address database, from which phone calls, meetings and to-do items are scheduled. The contact manager may also link each record to related e-mail messages and text documents.

    Lead management

    The system stores sales opportunities and related information, each sale lead can be tracked with information such as source, type, worth, status and closure. This solution performs other related tasks such as prioritizing sales calls and generating analyses that assist the fine-tuning of marketing strategies.

    Rrelated Software Modules

    Quotes creation software - Create quotes and email or print and record

    Invoice creation software - Create invoices, credit notes and statements

    Sales Contracts

    Contact management software - Manage leads, contacts and students

    Financial software 

    Student software 


    Related information: Customer Relationship Module



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