A colleague is sick? What has been discussed with the customer? Has the quotation already been sent? Should you do a follow up? When is the next agreed visit?
On the SMART Board, the start screen of our CRM solution, all the daily needed information are displayed. You can use, for instance, the different search functions or select addresses and contacts as favorites.
Arrange your own unique start screen using the different overviews, diagrams and functions.
The SMART Board is individually expandable over the functions contained in the standard and can be adapted to perfectly match your company’s requirements.
In SMARTCRM, you can organize and manage all addresses relevant for your CRM workflows. In the electronic customer file, the complete activity history is at your disposal as well as the possibility to archive documents, such as quotations or to assign your activities to conversations.
Thanks to the CTI integration, SMARTCRM not only displays the name and the company of the caller, but allows you to jump into his activity history.
Should you add important information to the address management in SMARTCRM, depending on the modules and interfaces you use, the order status, sales and target figures, enterprise resource planning data, service reports and machine data for instance can be linked directly to the corresponding address.
And with SMARTCRM.Compliance, you can easily reconcile your address database on the basis of the EU anti-terror regulation 2580-2001 with numerous black lists.
In SMARTCRM.Basis, a full document management tool is integrated. So you can easily store the complete correspondence with your customers in the system and call it up whenever you need it. Thanks to the integration of Microsoft Office, you can also create new documents directly from SMARTCRM.
In regards to a unified appearance, company-specific templates can be stored in the CRM system and used by the company as a standard.
Should you have been using a document management system, you can combine the advantages of the CRM and the DMS solutions together. Thus we provide standard interfaces to various DMS solutions.
With the comparison of planned and real costs, you keep track of your budget. You can likewise document the quotations and contracts with your partners and suppliers, such as hotels, agencies or stand builders.
Using the selection tools, you can precisely define your target group, minimize unnecessary wastage and so increase the success of a campaign from the outset. The more SMARTCRM.Module you use, the better you can filter your target group.
The creation of mailing letters and e-mails is just as convenient as the evaluation of their impact.
With SMARTCRM.Inxmail, the standard interface to Inxmail Professional, you combine the strengths of our CRM solution and the ones of the e-mail marketing tool.
By reading in imprints or e-mail signatures, all information is automatically assigned to the corresponding fields in SMARTCRM. Minimize the acquisition effort by allocating fields with default values. Alternatively, you can easily import vcf contacts from Microsoft Outlook into SMARTCRM using drag & drop.
Naturally, you do not have to search for duplicates. SMARTCRM takes it over for you. Create then activities directly from the entry mask, send tasks for follow-up actions and select your contact right away for suitable marketing campaigns.
The organizer is an appointment and task scheduler in SMARTCRM, but also the communication medium between field service and back office. The reminder functions ensure that no deadline will be missed. All tasks and appointments can be linked to the related SMARTCRM information.
When on vacation, your organizer entries are redirected to your substitute using the substitution function.
Resources, such as the fleet, can also be conveniently managed using the organizer.