Smart
smart CRM is easy, effective and engaging. It's quick and simple to deploy. It works the way you work. You can pick it up and run with it. It's got tools you'll use every day. It'll show a return every month. And within the year you won't know how you managed without it.
smart CRM supports those disciplines key to retaining existing clients, acquiring new clients and developing strong, sustained revenues from both:
- Contact management - Complete visibility on all contacts and clients in single central repository, with full history of interactions, invitations, event participation, campaign touches and matter history, to enhance communications, service and marketing effectiveness
- Account management - Intelligence on key contacts, marketing preferences, interests, company information to consolidate relationships and improve retention
- Event planning - Tools to manage invitee lists and the invitation/acceptance process, with history of previous events and participants
- Campaign management - The means to deliver and manage customised campaigns to qualified contacts to drive business development, with full audit trail of earlier campaigns and resultant effectiveness
- Referral management - Tracking and analysis of referrals in and out to help evaluate success rates and referral values and drive better returns from referring partners
- Pipeline management - Tools and processes to streamline the whole sales effort, provide macro and micro views on opportunity status and value, and capture metrics on pitch costs, strike rates, and the duration of the sales cycle.
- Forecasting - A function designed to improve accuracy of sales revenue forecasts
- Profiling - The ability to use the collective client data to see how your firm is currently working with that client, what other opportunities may also exist to work with them, and how best to open up new sales channels and cross-sell effectively
- Lead inception - Incept leads directly from your website or other database, use our Task Manager to assign and follow up, then report on the critical success factors. All of which reduces admin time, aids management information to drive strategy and improves cash flow by speeding up lead to revenue realisation time.
Smart CRM includes a full Computer Telephony Integration module which delivers instant pop up screens containing all relevant information pertaining to that client. This enables your team to improve efficiency, customer service and update client records quickly and easily.
Smart CRM also includes an intuitive, fully integrated Web Portal. This enables clients to securely log into their account to update their records, access their history or keep up to date with their recent activity. This also helps your organisation to reduce the administration overhead and pro-actively deliver targeted marketing campaigns.
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