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%

100% TRACEABILITY – everything about fees can be tracked

100%

100% SECURITY – employees can access information in line with permission rights

60%

60% DOCUMENTATION MANAGEMENT – everything is stored in one place for easy use

Better

Better QUALITY CONTROL – serves as a tool for information analysis

Better

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.

User features include:

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.

For even better organisational management

we recommend using the CRM solution integrated with our other ready-to-use business-specific applications such as:

Time and Expense Management

Procurement Management Solution

Contract Management Solution

Practice/Finance Managers

Sales forecasts – this solution gives managers the opportunity to precisely measure the potential achievement of sales goals.
Detailed information about sales processes – the basic CRM solution provides detailed information about sales processes (such as information on the achievement of certain milestones in a process).
Information about sales opportunities – a manager can easily extract all information needed for business development, such as comments and actions already taken.
Measurement of the efforts of fee earners – this solution serves as a knowledge base that contains elements such as reports, project documentation and a complete history of each case.

Fee earners

Database of the actions of fee earners – the solution provides all comments and notes on actions taken so far in a compact form. This serves to help control and plan the next action dates.
Database of information exchanged with the client – you will be able to keep all information related to the client in the system (such as emails, proposals and orders).
Information-sharing tool – you will be able to share all relevant information about a business opportunity among the fee earners working on it.

Business development strategists

Source of information about customer behaviour – this solution could serve as an initial source of information needed to shape a product and/or service portfolio.
Feedback on the loss of an opportunity – the basic CRM solution could provide feedback on the loss of an opportunity. This can help in making improvements to the portfolio and/or sales approach.

Marketing personnel

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.

Specialists responsible for delivery/claims management

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.

Client Relationship Management (CRM)

All your client information is stored centrally