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Presales and CRM

Management of the relationship with existing and potential customers. Presales and CRM. Benefits. Integration of presales information with all corporate information in a single location Allows you to keep track of potential customers

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Presales and CRM

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  1. Management of the relationship with existing and potential customers Presales and CRM

  2. Benefits • Integration of presales information with all corporate information in a single location • Allows you to keep track of potential customers • Allows you to integrate your web site into your presales processes • Allows you to track the behaviour of potential and existing customers

  3. Features • Integration with your web site to allow for online user registration. You can use restrict special contents to registered users only. • Tracking of all customer interaction with your company using: • Presales interactions (requires the Act! or Outlook interface modules) • Financial interactions (requires Invoicing module) • Email (requires the CRM-Mail module) • Telephone (requires the CRM-PBX or CRM-ISDN modules) • Cusomer Support (requires Support Management module) • Customer state-engine allowing to classify customers • Email campaigns based on customer interaction analysis • Integration with the operational management of the company

  4. Best Practices ... Supported by this module • Integration of presales information in the operational processes • Sales-force management related best practices

  5. Permission Management • Access to customer information is completely denied to unprivileged users. • „Ownership“ of a customer is managed using a „key account“ profile. • The Key Account can assign sales reps and other sales professionals to a customer to allow them to see the interaction history • Every project contains a „Presales“ folder in the projects filestorage that is only accessible to

  6. Customization & Parameters • Customizable Parameters • Customer Type • Customer Status • Invoices can be generated from operational data such as the hours spend on a project or from the Translation Workflow module. Other types of integration require customization.

  7. Installation

  8. Professional Services ... offered for this module • Customization of Customer Types and Stati. • Configuration of the customer CRM status engine • Initial importation of exising customers and customer contacts

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