CRM is not a product or service, but an integrated business approach that empowers companies to effectively manage the relationships with their customers.
It provides an integrated view of a company’s customers to everyone within the organisation – so you don’t lose customers by making them jump through hoops every time they need to deal with you, or you wish to contact them. For example, following a promotional mailing campaign, the sales team and help desk staff would be able to access the same customer files and information as the marketing team running the campaign.
Crossover’s new “Work Flow” is a revolution in just such business management systems. Not only can it provide all the features found on traditional applications, but it provides organisations with an integrated tool to efficiently manage the day to day running of their business: A single point of reference for all customer contact, from sales through to support.
Safe and secure storage for all client documentation.
The ability for all employees to create quotations and other documents and share them with everyone within the organisation.
The facility to manage projects, the material costs and the time employees spend on them.
Integration with accounting systems to reduce double entry.
Communication tools to allow regular customer contact in various formats.
A flexible reporting tool that provides detailed reports on all aspects of the business.
A secure web based system that provides access to all these features, independently of technology or location.
In addition to all these features, this application provides all the functionality of Microsoft Outlook without any of the licensing, location or cost issues.
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