CRM + Workflow Systems
Make your business flow
CRM – Customer Relation Management
Automate your business
Using CRM a business can effortlessly manage and analyze key relationships and interactions with existing and potential customers.
CRM (Customer Relation Management) is a technology that allows your business, whatever its size, to organize and automate all aspects of customer interaction. Once you have a great website with great functions, you can expand further into automating and streamlining some key operations – the world of CRM.
Enhance and analyze your contacts and customer relations; dramatically reduce data entry; communicate better; boost sales, invoicing and financial processes; improve internal and external collaboration; and more.
Individual CRM system modules can include marketing; customer acquisition; technical support; sales; fulfillment and invoicing; customer service; financial management, and more.
A full, comprehensive CRM system will therefore likely include most of those modules, integrated and fully cooperative with each other. A good CRM system can offer enormous efficiencies and, over time, substantial savings, plus immediate error minimization due to the automation aspect. Of course not every business needs a full CRM (or any CRM at all); in many cases just one or two modules for the most relevant areas can do wonders.
There is CRM software out there, but to be fully adapted to your individual business needs, some tweaking and additional programming will be necessary in many cases.
In the next 3 segments, we’ll give some information about the most often used areas of CRM activity.
Your benefit: Better, faster business. More economical and efficient. Error-free.
Acquisition, Contact + Order Systems
Convert contacts to orders
In the dark ages of selling, contact names and other data had to be painstakingly collected by cold calling and direct mail campaigns.
Most of us are too young to remember those days! Today, it’s much easier. First, you need a good website that will attract potential contacts and customers. Place a contact form on your website, and potential customers can use the form to send requests or questions in a flash, or they can subscribe to a newsletter or a series of e-mails.
But then it gets a little more involved, and you’ll need a good CRM module. All those new (or old) contacts must be filtered, categorized and analyzed for their sales potential. The leads can be qualified and assigned / transferred to their appropriate databases for opportunities.
With the help of your CRM module you can generate contact and sales visit reports that are laser targeted to your requirements. Your reports will be an excellent tool for customer acquisition, for maintaining communication (thus keeping your contacts interested) and in the final analysis achieving client loyalty.
You can organize the inquiries as needed, and link them to the actual sales process data. This lets you analyze and rank the inquiries by quality, conversion rates, ROI (return on investment) and overall performance. You can automatically reach out to non-performing contacts and “lost” customers – again with a CRM module that’s tailor made for you.
We can help you accomplish all these functions and reach your goals.
Your benefit: Acquire new customers and build sustainable loyalty
Sales Process Management Systems
Turbocharge your sales
A good CRM Sales module can help your business grow faster, more focused, and more efficiently.
Additionally, it will let you analyze all stages of the sales process, and provide you with valuable insights for further improvements and optimization of your sales.
Have CRM do wonders for your sales environment. Your sales reps can dramatically boost their performance by lead analysis; logging calls; reviewing, tracking and automating all communication; sales pipeline analysis; quoting better; automating invoicing; and more.
You can have larger customers link their inventory keeping system to your sales CRM. This will enable automated re-ordering upon your customer’s inventory depleted to a pre-determined level.
Sales managers, in turn, need all relevant information and statistics on their reps and their performance. Sales reports are key here. CRM systems can help managers generate reports and create custom reports for individual scenarios. Whether it’s about tracking sales activities (such has calls made or received, e-mails sent or received, quotes sent) or evaluating sales performance (deals closed), a sales CRM module can analyze all data required by management.
Are you the controller, or do you run Finance? CRM makes your life easier, virtually eliminates errors and automates key processes, such as invoicing, returns, collection, cash flow and profit analysis, and more.
Your benefit: smoother, faster, better sales.
Workflow Optimization + Analytics
Make your workflow flow!
Simply put, workflow is the way and sequence businesses get work done, and is basically a series of steps that need to be completed in order to finish a certain job or process, whether it’s simple or complex. With inefficient workflows, things take longer and cost more to get done.
Errors can creep in. Communication between the players might be inefficient and unproductive – causing misunderstandings or delays. And the more stations or people are involved in a project’s workflow, the higher the chances of road bumps, or worse.
Enter workflow analytics and optimization. Before you optimize, analyze. Scrutinize your processes and identify any issues or bottlenecks, existing or potential, technical or personal.
Then optimize. Workflow optimization is designed to improve existing workflow processes, based on the results of your analyses. You can achieve many goals: making a process faster; more efficient; less error-prone; reducing operating costs; adding new functions to an existing workflow. And, very important: improving communication between the stations involved in that workflow process – whether internally, or between your business and your customers or suppliers.
Overall, workflow optimization is an important way to improve your business!
In addition (on a higher level) optimization can also mean rethinking a certain workflow process or even redesigning and overhauling the entire workflow philosophy or system within your business.
Webdesigndom can design and implement a workflow system that specifically works for you.
Your benefit: work that flows !