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.
