Customer Relationship Management

Customer Relationship Management (CRM) systems enable organisations to efficiently organize, populate and maintain a database of all aspects of their customer relationships.

A CRM system is a tool for managing customer accounts and contacts, sales leads and opportunities, as well as activities such as calls, meetings and assigned tasks.

Blue Rocket Ship have selected a CRM solution that seamlessly integrates all of the functionality required to manage this information into an intuitive and user-friendly browser based interface.

Click here to request more information.

FEATURES

General

• Schedule meetings.
• Assign tasks to staff with a start date/time and a due date/time. Staff can be notified by email of tasks assigned to them.
• Fully integrated email client. Send and receive email from within the system. This will result in less maintenance on individual workstations.
• Integrated calendar for each individual user and a global shared calendar.

Sales Management

• Lead, Contact and Opportunity Management to share information and pursue new business.
• Account Management to manage all customer interactions in a single location.
• Opportunity Tracking with sales stages and percentage likelihood.

Marketing Automation

• Lead Management for tracking and cultivating new leads.
• Email Marketing for touching prospects and customers with relevant offers.
• Campaign Management for tracking campaigns across multiple channels.
• Campaign Reporting to analyze the effectiveness of marketing activities.

Collaboration

• Activity Management for emails, tasks, calls and meetings.
• Content Syndication to consolidate third-party information sources.

Project management

• Create and manage projects.
• Assign and manage project resources.
• Generate project status reports.
• Grid and GANTT view of projects.
• Create project templates for easy project setup.

Click here to request more information.