Is everyone using the right information?

Posted on in Business

Taming complexity and providing the right business information to everybody is a major challenge to all sizes of business.

This problem is further exacerbated when office and non-office based staff require access to business information frequently resulting in the interchange of emails with ensuing confusion as to who holds the master data.

Step in the Customer Relationship Management (CRM) solution.

How can a CRM system help and what can it do?

In summary the CRM systems we provide cover all the principle areas of running any business:

  • Marketing and sales lead management - new business development.
  • Sales quotations management - sales pipeline.
  • Sales orders and invoicing - selling and invoicing.
  • Project management - keeping track of multiple activities.
  • Support - help desk supporting users.
  • Inventory - products and/or services, vendors, stock control.
  • Reporting - financial and business activity with exports to .pdf .xls .csv

Not all these activities are relevant to every business and the power of our CRM solution is that it is possible to use only the parts of the system you need and leave the rest for future expansion should they be required.

Configured for your business needs

Our CRM solution is a powerful, flexible and easy to use business support system. It enables storing and, through its comprehensive data extracting and reporting system, retrieval of business data.

Each implementation is configured specifically to your business requirements. We use our Business First approach to understand how your business operates and what data you require to record, track and report on.

Interested in finding out more?

A simple blog post does not do justice to the comprehensive capabilities of our CRM solution so why not give us a call to find out more information?