CRM system | All important customer data in one place 

CRM (a tool for customer relationship management) is becoming more and more the important part of every company. It provides effective automation of business processes. It can help your company get more clients and create tailor-made services for the existing ones.

 


HOW CAN OUR CUSTOM CRM SYSTEM HELP?

SALES

360° view on a client

General and contact data

Social and demo-graphical data

Customer hierarchy

Products, contracts, activities

Communication history

Social Insight

Productivity of sales representatives

Business agenda of a sales representative

Mobile access to data via mobile phone or tablet

Automatic integration with Outlook

Management of business opportunities

Managed or unmanaged business activities

Management of business cases

Registration of potential customers

Approval and business processes

Contractual documentation

Sales reporting

Sales reporting according to various criteria

Tracking set KPIs

Managerial insight on data

Managerial insight on data

MARKETING

Marketing campaigns

Marketing client lists according to set criteria

Approaching clients via email, phone calls or SMS

Automation of campaign processes

Tracking and evaluation of campaigns

Lead collecting

Web forms and landing pages

Web content personalisation according to the client´s profile

Nurturing of leads

E-mail marketing

An intuitive editor for the design of e-mail templates

Automation of sending e-mails

Testing the e-mail display before its sending off

Creation of dynamic content

(sending different contents to different recipients)

Receiving feedback

Surveys

A/B e-mail testing

Web analytics / tracking

Scoring of leads

Reporting

CUSTOMER SERVICES

Agent´s 360-degree view on a client

General and contact data

Social and demographic data

Customer hierarchy

Products, contracts, activities

Communication history

Knowledge Management

Management of complaints, suggestions or requirements received

Processing, workflow, escalation

Knowledge Base

Product documentation

Connecting to call center

Automated tracking of in-bound and out-bound communication in CRM in the context of the client

Unified Service Desk – unified user interface for agents

Reporting of customer service

Reporting of customer service according to various criteria

Tracking set KPIs

Managerial insight on data

Connection to Power BI and DWH

Microsoft Dynamics 365 | CRM solution for Middle and Large Enterprises

Microsoft Dynamics 365 is a unified platform for mutually connected business applications covering comprehensive business processes and needs. The annex “365” in its title is not accidental and Microsoft clearly implies its complementary and connection with the product line Office 365Microsoft Dynamics 365 for Sales, Customer Service and Marketing are CRM modules suitable mainly for medium and large companies, which need to manage all the key company processes and require significant system customization according to their business needs.

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GET IN TOUCH

Ask us a question about Fully Managed IT and the support we can offer your business, or send us your requirements to find out more.