
Client Relationship Management (CRM)
All your client information is stored centrally
The Customer Relationship Management (CRM) solution is a helpful tool for firms that want to involve all relevant colleagues with the sharing of client information for management purposes (inc: activities such as tracking, monitoring, editing and analysis).
Key benefits of the solution include:
100% TRACEABILITY – everything about fees can be tracked
100% SECURITY – employees can access information in line with permission rights
60% DOCUMENTATION MANAGEMENT – everything is stored in one place for easy use
Better QUALITY CONTROL – serves as a tool for information analysis
Better DECISION-MAKING – make more informed decisions.
The CRM solution can be a valuable tool for many personnel inc:
Practice managers
Fee earners
New business strategists
Marketing personnel
Specialists responsible for delivery and claims management
This solution brings more visibility to day-to-day tasks and helps with the effective collection, management and analysis of information related to a particular sale. The product is complimentary to other solutions.
- Document-management capabilities related to sales and marketing tasks.
- Tiered access rights to the full history of sales processes.
- Differentiation of information by department. This functionality is particularly useful for firms that have a long-term relationship with one client. You will be able to filter information by different services or business proposals for a single client.
- Performance measurement for salespeople.
- Analysis of the actions of fee earners and the effects of these on sales processes.
- An information database that can easily be exchanged with customers.
- The ability to leave notes on actions taken.
Who can benefit from this solution?
- Information about the generation of sales opportunities – this solution allows you to store information about the generation of sales opportunities i.e. enables you to make informed decisions about the next marketing budget or adjust current activities.
- Information and documents database – the CRM solution can serve as a flexible and easily accessible database for information and documents i.e. proposals, orders and contracts.