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Contact and Activity Management
A central Contact and Activity Management is the fundamental for a successful CRM implementation.
Objectives
- A standardized company and contact database available in real time across all company locations
- Complete customer history at a glance
- Central coordination of all activities, e.g. letters, emails, appointments, calls or customer visits
- More transparency for the sales process
ClientHouse Services
- Data Structure - Analysis of your current data structure, professional conversion of data from a wide range of IT systems
- Standardization of communication channels (e.g. letter, phone, fax, email) to support corporate identity
- Developing and optimizing communication templates for MS Word, email and direct marketing
Data Migration - Moving your specific business data into the central CRM system
Customization - Creation of custom menus and forms based on your business process requirements
Quality Assurance - Supporting measures to ensure data quality and data integrity
Technology Assistance
Company and Contact Database- Reliable central database for all areas and locations of a company
- Presentation of company and contact relations, as well as their hierarchy
- Customization of data structure and menus according the business requirements
- Data security due to role-based access rights
- Ability to integrate MS Outlook or Lotus Notes
- Synchronization with PDA or RIM Blackberry
Activity Management
- Central company calendar for scheduling tasks and appointments
- Notes to customer contacts and any type of contact (e.g. visit, call)
- Standardization of communication through the use of letter and email templates
- Archiving electronic communication (also when using Lotus Notes or MS Outlook)
- Electronic storage of documents and contracts
Document Management
- Central provision and management of important sales, marketing or service information such as presentations, product or price lists etc. via the central CRM document area
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