Client database
This function allows data to be collected about potential, current and past clients and maintain contact with them. It allows data archiving, analysis of current and ongoing communications and personalisation of interactions with individual clients.
Controlling sales
This function allows the control of the current state of affairs in a specific sales process as well as business successes and failures. It allows production to be planned effectively, timely support to be provided and educated predictions to be made. The system can also be configured to enable warnings and alerts, thus assisting the sales process through using all appropriate tools.
Calendar and planning
This function allows the effective management of your own time as well as the delegation and controlled implementation of duties amongst your colleagues, and the sophisticated reminder function allows you to fulfil tasks on time. Furthermore, the system allows team tasks to be planned, accepted or rejected, information to be shared and facilities to be reserved.
The company knowledge base
This function allows basic company information to be collected in one place, together with technical documents, external standards, or information about your competitors, and made available as appropriate. It is also possible to enable information in the database to appear on your website.
Product list and price list
This function allows easy management of products and services, the production of offers and agreements and their adaption to the changing needs of the client. A multi-currency price list eases operations for companies working internationally and simple discount mechanisms allow advanced rebate policies to be followed.
The storage and automatic generation of business documents
This function allows the collection of documents in any format used by staff or those with whom you co-operate and/or the generation of documents (MS Word/Excel) on the basis of templates.
The automatic generation of a range of documents, such as offers of contracts, based on predefined templates and data collected in the system will greatly facilitate and standardise such activities, and save the valuable time of your sales force.
Generating reports
This tool allows standard reports to be generated, as well as enabling clients to generate their own. These include sales reports, task completion reports and those planning and forecasting future sales. People using MSExcel in their daily work will appreciate the close integration with this application.
The planning and realisation of projects
The openness of this function allows you to manage selected business aspects of your company, such as marketing campaigns, fairs and exhibitions and to control and plan sales force budgets through functions such as calculating potential and actual return on investment.
Surveys
Electronic surveys allow information returned from your clients to be collected. This increases your firm’s knowledge about client satisfaction of what you offer them, and helps you to plan your future direction.
After-sales service
This function allows post-sales issues to be controlled and tracked, including reaction times and other key service indicators. Such functions enhance good long-term relationships with your clients.
Communications with clients
The inbuilt email client allows you to run all your electronic correspondence from any networked computer, anywhere in the world, with all normal functions of various popular email programmes incorporated. This intimate integration of email into the CRM system guarantees access to all information regarding communication with a client in one central place. In addition to this, it is possible to automatically generate personalised messages for wide groups of recipients e.g. newsletters.
Integration
Functional integration with third party systems illustrates the adaptability of ChromeCRM as a “one-stop” software solution. The system allows simple, user-friendly dynamic co-ordination of information from a range of programmes e.g. accounting, ERP.