DATAHUB

 

 

 

The 'Customer Relationship Management (CRM)' module is the core of the DATAHUB System. This represents a database of all the customers you have ever done business with. When entering a new client into the Customer Relationship Management system it is very easy to use and allows you to enter all the details regarding the client i.e. address, name of employees and their contact details, what industry they are, how many employees they have and more.

The CRM module is linked to the entire DATAHUB System allowing the user to view all business transactions from one place. These transactions and data are displayed as tabs and consist of contacts, communications, deficiencies, accounting, orders, concessions and quotes.

When entering the Customer Relationship Management module and viewing a customers details the user is able to estimate a job, quote, process an order and invoice the client direct with their preferred way of receiving i.e. by post, e-mail etc...

It also allows you to e-mail the client direct straight from the database. By doing this it saves the outgoing and incoming e-mails against the customer communication tab. Whether it is an 'Appointment', Job To-Do' or maybe they are coming to visit you, these are all tracked through the CRM. The visibility is vitally important because it allows all authorised employees to see all customer records, enabling a more customer focussed approach to be adopted.

This all amounts to a very accurate and efficient way of dealing with your customer. No matter what member of your staff needs to speak to a particular customer they will always know what the last conversation was about.



CRM ScreenshotCRM Screenshot

Features

  • Search for a customer using any field
  • Prevent duplication when creating new customer entries
  • Convert customer to a supplier using one button
  • Create communication transactions using templates
  • Email customer direct
  • Create labels
  • Export contact details to Outlook
  • Link to optional 'Mail Merge' facility
  • Import external data into current database
  • On-screen dialling facility using the 'Telephony Application Programming Interface' (TAPI)
  • Set unlimited alternative delivery addresses
  • Complete communication history on any customer or employee
  • Place a customer 'on stop' and track dates and reasons
  • Send one-off sales ledger statements
  • User definable fields
  • 'Hot link' buttons to copy details to other areas of the program

Benefits

  • Monitor customer indebtedness
  • View all transactions from one place
  • Ability to communicate with multiple organisations using one document
  • Minimise data duplication
  • Reduce search time
  • Consolidate all data against relevant organisations or their employees
  • Emails & faxes are automatically saved against the customer or customer contact
  • Synchronise contact information with mobile phones or Personal Digital Assistants (PDAs)
  • Compare average monthly / annual turnover
  • Saves time on all communication; i.e. website, phone, email and letters
  • Data accuracy ensures better decision making
  • Ensure customers adhere to agreed credit limit