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CRM
Seamlessly Manage Customer Interactions
Central to business success in today's environment is the ability to win and keep new customers. Importantly turning these first-time buyers into loyal customers is essential if you want to generate a constant stream of profits.
The value of integrating CRM with your distribution system
IBS recently completed its first release of the CRM module. Because CRM is inextricably linked with an organization's fulfilment and financial system, IBS has designed CRM as an integrated part of Bookmaster. When you in invest in Bookmaster's CRM solution, there is no duplication of data and inconsistencies that occur when utilizing a stand-alone CRM package.
IBS Bookmaster CRM Software – you control how you manage your relationships
The Bookmaster CRM module has also been designed to allow for maximum flexibility so that you can define prospect/customer information according to your unique business requirements. This is because IBS has created user-definable fields throughout the entire CRM system which allow you to create your own demographic definitions, profiles, customer/prospect interactions, customer/prospect grouping, turnover, size, territory, status, type, and much more.
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Customer Relationship Management: Customer General Search
Contact Management
Contact management contains all relevant information about an organization from their delivery address to their order and transaction history. Contact Management also allows you to define more detailed information about specific individuals you deal with in your customer's organization from name, phone number to personal information and even photographs. Key functions include:
- Access to objects by contact (e.g. manuscripts,photographs, websites, etc.)
- Activity management
- Additional customer information (e.g. birthday, interests, name of spouse, role, etc.)
- Back and forward orders
- Customer contacts
- Customer master details
- Customer transactions
- Debtors balance and ageing
- Order entry
- Payment
Activity Management
Activity Management tracks the interactions you're having with a customer from within the CRM module. These interactions can be with a customer as an organization or interactions with specific individuals within an organization. Key functions include:
- Account/order/delivery information
- Activity tracking
- Activity planning
- Communication management
- Problem resolution and management
Campaign Management & Direct Marketing
Campaign Management & Direct Marketing has been designed to provide you with a tool to help increase market share by targeting specific prospects or customers. This module assists in developing marketing campaigns, performing mailouts, analysing expenses and results of campaigns, and monitoring specific customer groups and their respective buying habits. Key functions include:
- Campaign generation and management
- Cost management
- Extensive buying history
- Flexible list selection (by customer, by product, by previous campaign results, by order, etc.)
- Hierarchical interest codes
- Import, export, merge lists
- Integration with order processing
- List generation and management
- Opportunity register
- Profiling
- Sampling (nth selection)
Bookmaster's CRM will allow you to seamlessly manage all customer interactions and communications and will provide your sales team with automated tools that drive sales and increase profits.
Contact IBS for more information »
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