easyCRM - Portfolio Management System PDF Print E-mail

  • Overview

  • Technical Description

  • Technical Characteristics

  • Examples

  • Demo application

easyCRM - Portfolio Management System The term Customer Relationship Management and Marketing (CRM) indicates the methodology that helps to identify and attract consumers,through the process of developing interpersonal relationships (business - customer).

It is a methodology that puts the customer at the heart of the business process.The objective nature of client-CRM is the timeless sale and customer service,loyal to products and services,through a particular management system.

The priorities of this methodology placed the concentration of these and in many cases between different needs,of customers.Also priority is the installation of a series of actions from the business side, with the ultimate goal to serve the general public.Dominant element of CRM is the change that brings in business thinking and structure, through the facilities and of course the prospects of profit.

The benefits of CRM

  • Identify the most profitable customers
  • Increasing amounts available for consumer spending
  • Targeting commercial communication
  • Limiting losses in the consumer base
  • Create loyal buying public

The great promise of CRM is the ability to respond to individual customer needs with a structured methodology. New technology and the development of computer software allows the programming and activation of contacts with customers, based on actual purchasing behavior and habits, of which we know to be quite deep.

 

Characteristics of implementation

The application consists of four main parts (usually representing parts of the business although sometimes overlapping):
  • Management and automation of sales process (Sales Force Automation)
  • Support and customer service (After sales support / Helpdesk)
  • Process automation marketing (Marketing Automation)
  • The stock management (Inventory Management)
The management and automation of sales process includes the following subdivisions:
  • Management recommendations (Lead Management).These individuals may directly or indirectly lead us in a selling opportunity.Link to product recommendations and turn them into contact with one click.
  • Sales opportunity Management. Manage the entire sales cycle, from registration to the convenience of ordering and completing the sale.
  • Management accounting. Full registration of company with which trade with and history of these transactions.Allow for analysis to promote cross selling and up selling.Export data to spreadsheets for further analysis of customer behavior.
  • Contact Management. Hierarchy of contacts the company to better coordinate trade with them. Log of contacts with opportunities, activities and other details.
  • Activity Management. Complete recording of all activities of sellers. Storage of emails exchanged with customers and scheduling of an appointment calendar, telephone, etc.
  • Reports and charts. Analytical CRM is useful in planning the way ahead. Analysis in the stage of sale.
  • Product Customization. Full customization of the base of the product, specified in fields that address the particular needs of business.
The customer service after the sale, having a very important role in customer retention in a positive view of the company is covered by the application to:
  • Manage customer requests (Ticket Management).Complete monitoring of requests per client connection with these products, contacts and other subsystems for better supervision.The solutions to the requests can be given through the portal for customers to optimize the process.Full customization and personalization.
  • Knowledge Base.The knowledge generated within a company, is one of the major funds and are vital to its success.The application offers the ability to exploit fully the knowledge produced through its association with the claims, products, etc., that are easily accessible on demand.
  • Customer Service Portal. It provides the opportunity for our customers to record their own requests for customer service to look after knowledgebase possible solutions.It reduces response time to request and find a solution and gives the ability to track their submissions.Thus, it contributes to customer satisfaction by the level of client services. 
Marketing automation Processes
The application offers at this stage of development some functions that support communication via mass email, management recommendations and products, helping the marketing department to organize campaigns in order to promote company's products.

Inventory Management
The CRM application goes beyond traditional CRM systems by offering a complete sales cycle management by combining management functions stocks such as products price lists, suppliers offers orders,sell orders with traditional CRM features such as recommendations,customers and opportunities.Given way, the user application combine sactivity pre-sales and post-sales in one application.
The main subdivisions of the application related to inventory management are:
  • Product Manager
  • Offers (Sales Quotes)
  • Administration order forms and sell orders (Order Management)

The system developed over the most  modern programming languages (php,javascript,ajax,flash) in combination with databases (mySQL),for the maximum functionality and safety of your hotel's website. EasyTECH undertakes to make frequent updates to the latest versions of these technologies ensuring that each area will be secure and reliable.

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The  online  management system for booking , is guaranteed by easyTECH. The technology and our modern equipment, gives you the ability to provide product safety and performance of the accessibility of your website.With a maximum occupancy level of 50% and alternative routes, we offer rapid and unimpeded access with the availability exceeding 99.99%.

softwareupdate The package easyCMS is growing continuously.So,  you are given at regular intervals, which can upgrade the platform to the latest update, which will contain even more features and uses of the application.