- Potential Clients
- Clients
- Contacts
- Technical Answers
- Projects
- Offers
- Visits and Inspections
- Email
- Documents
Through these software, it is possible to integrate all this information into a single system and have a complete overview of each customer, order or commercial offer.
At the level of the engineering firm, these systems can also manage all the documents relating to a specific job (site) and take into account all the activities done and to be done for all the jobs in progress.
In the case of a construction site it is possible to manage:
- The inspections with date and relative photos
- Related documents
- Estimates with amount and deadlines
- Companies involved and contacts
All this allows you to immediately have the state of the construction site under control from a technical and commercial point of view.
Customer relationship management is essential in order to understand if commercial or marketing actions lead to an effective result for the company that is evaluated in the number of new customers purchased.
Some CRM systems, such as Zoho CRM, also integrate project management software that goes into the detail of site management.
In addition to customer management, these software can also manage the periodic sending of information or references or news relating to your business.
A function that I use a lot is the management of current offers with the related reminders that automatically remind me to call back the customer to evaluate the status of the offer.
In the latter, I have developed these management systems for various companies which become essential for structured companies with a technical office and a sales office with various people to manage. In the case of multiple users, these software allow to organize information according to a hierarchical scheme that allows individual users to manage only the information within their competence.
Customer Relation Management - CRM, is a necessary phase of your business like all the others, and which consists of commercial and marketing functions. The most important feature of this part of managing your business is that it allows you to bring the company closer to your customer. The more your company deems it necessary to be customer-oriented (instead of being product-oriented), the more it will have to structure this part of the business, with dedicated strategies and tools.
The functions of CRM in after
sales
Operational CRM is the
grouping of all functions where any tool or strategy is aimed at automating the
relationship with the customer through direct contact. However, all the
tools provided by the web (chat, e-mail, social media, forum, online ticket,
etc ...) must be integrated as data and analyzed in the second phase, shown
below.
Analytical CRM means that the
customer management software must have all the necessary customer information
available in an aggregate manner (personal data, history of meetings, contacts
via telephone, e-mail, etc., shared documents), thus allowing to analyze and
profile customers on the basis of their business development goals. These
analyzes thus make it possible to constitute specific recipients of a product,
a service, a communication, made according to a certain style, certain
functions, etc.
Collaborative CRM is the set
of tools contained in a customer management software, which are used by the
company to guide production and relational processes towards customers, sharing
them within the company or between a network of partners.
All CRM functions in a single
customer management software: Softwares CRM
CRM Softwares is the customer management
software that contains all the tools for commercial and technical analysis with
help desk, for operations planning, for contact with the customer with a Call
Center system (VOISpeed), for the automation of the sales force and for
assistance, generation and management of customer tickets on the self-service
portal. It is the perfect tool that makes post-sales the best opportunity
to attract new customers.
In fact, by tracing all the activities carried out by the
company towards a subject, it improves the knowledge of both actual and
potential customers. Here are the advantages obtained from its use:
► Improve
the effectiveness of marketing actions
► Acquire
new customers
►
Increase sales
► Improve
the management of the sales force
► Improve
customer service and increase their loyalty
► To
reduce customer management costs
All the functions of this customer management software are
returned to the user through an intuitive dashboard, from which it is possible
to choose the desired field of action. Based on the precise business
needs, the CRM Softwares software can be implemented with numerous modules
available, reaching the maximum of customization (analytical, management, dem,
mobile, social, sales, portal, call-center, bpm, helpdesk modules).
A customer management software such as CRM Softwares contains
all the necessary tools to reduce post-sales assistance times and costs, aiming
at increasing customer satisfaction. Let us remember that personal
satisfaction is among the priority selection criteria by our customers among
our competitors: once they are satisfied even in the after-sales service, our
customers are potential ambassadors of our company work among their contacts.
The after-sales satisfaction must therefore be managed with
automated logics (self-service portal and wizard for guided resolution) and
programmable (service subscriptions), integrated with internal skills and the
availability of your team.
