Customer Relationship Management (CRM)

Business today demands that companies understand and improve customer service and relationships now more than ever.

We host Sugar CRM. SugarCRM is a sophisticated Open Source Customer Relationship Management system .

The system has developed beyond a stand-alone contact management tool and now enables you to connect your entire team and provide shared access to dynamic customer information.


CRM Features

Easy Set-Up and Administration

  • Downloadable plug-ins for integration with Microsoft® Outlook* and Word*
  • Pre-built dashboards, with the ability to customise if required, which provide real-time information about business performance
  • Access Control allows certain information to be shared or restricted based on user credentials
  • Ability to bulk import existing customer data (eg. from other CRM tools such as Sales Force and ACT, or as a .CSV file)

Customer Relationship Management

  • Account creation and management, with any number of contacts associated with each account
  • Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead, opportunity and case
  • Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks

Track Sales Opportunities

  • Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence
  • Sort and filter your contacts and sales opportunities with views to see only the most relevant information
  • Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand

Advanced Reporting

  • Informative, preformatted reports track the status of sales efforts, help you prioritise sales tasks, and can offer insight into your business
  • Run customised reports to quickly filter and summarise information about your business contacts and opportunities (eg. run a report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)

Create Quotes & Invoices

  • Create a product or item list within SugarCRM to generate quotes for your products and/or services
  • Convert Opportunity records into PDF quotes and invoices that can then be emailed to the account contact
  • Import price lists so you can have the most current product information for your quotes

Manage Customer Information

  • Organise and access all of your prospect and customer information in one central place - SugarCRM gives small businesses one place to manage customer information, and track key information about sales opportunities, accounts, and individual business contacts
  • Automatically associate incoming and outgoing email messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later
  • Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly

Comprehensive Technical Support

  • Includes 24/7 telephone and job ticketing system support
  • Automatic product updates and upgrades as they are released by WebCentral
  • Downloadable user manual available

Sales Force Automation

  • Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility
  • Sales lead creation and tracking, and conversion of sales leads into opportunities
  • Graphical dashboard display of opportunities pipeline, lead sources and outcomes

Customer Service Tracking

  • A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to help improve customer satisfaction
  • Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history

Corporate Calendar

  • Calendar view (by day, week, month or year) of all corporate activities, with an associated task list
  • Shared calendar for viewing other users' calendars to help to avoid scheduling conflicts

Work Flow & Contract Management

  • Control how information moves through your business more efficiently
  • Tasks may be assigned to users, with the option to have automatic email notifications sent to advise users of new tasks or leads requiring action or follow-up
  • Log contract start and end dates, and create workflow to make a task appear prior to a contract expiry
  • Enhanced lead sharing automates the transfer of leads generated from marketing into the sales pipeline
  • Synchronise SugarCRM with your Microsoft® Outlook*, so you never forget to follow-up a customer - Simply download the Outlook plug-in and synchronise your email and calendar in Outlook 2003* with SugarCRM

Share Customer Information with Co-Workers

  • Share your customer information across your business with designated co-workers (for example, the business owner, another sales person, the administrative assistant, or a customer service person)
  • Provides managers with a comprehensive view of customer information and sales opportunities across the company and assists co-workers to fill in for each other
  • Help your sales leads easily see who is working on what and what stage in the sales process each account is in

Email Campaign Management

  • Compose HTML emails and send them to selected records from within SugarCRM
  • Any email campaigns sent are automatically assigned to the account record, enabling you to track each customers exposure to your different communications and campaigns over time

CRM benefits

  • More sales opportunities
    Salespersons will be devoted to selling instead of managing their customer portfolio. Whether you don't already have a sales team and want to create one, or you already have a sales force but require to boost productivity, Estrasol CRM will allow you to have a high performance selling team that will lead sales opportunities over their competitors.
  • Better opportunities
    By following a customer qualification process, Sales Managers and Salespersons will focus on the most profitable opportunities.
  • Shortens the sale lifecycle and increases revenue
    By having a constant and timely follow-up of prospects you can increase the chances of closing a sale.
  • Optimize time and resources
    You don’t longer need to have long meetings to review progress and results. Forget about managing and controlling your sales force, customers and prospects using paper, mail or Excel. Even if you have a geographically dispersed sales force you can always work with it in a synchronized fashion.
  • Better decisions
    Be always aware of the sales performance of each Salesperson to continuously improve their business strategy. Create accurate sales forecasts based on sales closing dates.
  • Better way to plan and organize daily work
    Schedule appointments, calls, meetings, etc.
  • Timely information of sales processes
    With real-time analytics you will know about your sales force performance on a daily basis, as well as their opportunities of closing a sale in subsequent periods of time.
  • Integration of the different stages of customer contact
    Increase productivity of all sales roles. Sales, marketing, call center, technical support and customer service departments will have a unified and comprehensive vision of each client.
  • Better customer relationships
    By having documented records of customer relations, you will have an efficient and personalized customer attention. Everyone in the organization will be able to quickly respond at any stage of the sales lifecycle, from first contacts through post-sales services.
  • Finally, a CRM system at an affordable price!

Pricing

For £20.50 per month, we will provide:

  • Latest Version of SugarCRM
  • Fast Servers - Optimized for SugarCRM
  • User access to files & DB
  • Email, Web, Phone Support
  • Daily Backups