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Customer Relationship Management (CRM)
Instant access to real time information on all aspects of your customer trading and interaction data is key to retaining, developing and improving your sales and customer service.
That is why the CALIQ CRM is an integrated part of our solution, not a "bolt-on" to a third party product.
Powerful configurable screens enable internal and external sales teams to view and share all key data such as contacts, addresses, profiles, trends, sales and order patterns, live and completed sales enquiries and orders, activities, emails, correspondence and financial account information.
Our CRM also provides comprehensive data mining for the generation of marketing campaigns, mail shots and outbound telesales calls to maintain relationships and maximise sales revenue.
Features include:
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Contact and Customer Lists with configurable screens and filters |
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Configurable data access and authorisation / attribution rules by user |
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Lead and Opportunity management with user defined screens and fields |
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Lead to enquiry / quote / sales order conversions |
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Integrated activity management for follow-up action across the business |
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Recent history views by customer or all customers / contacts for user |
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Managing views enable management to view a sales person's CRM activity |
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Marketing campaign generation based on customer profiles and sales patterns |
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Powerful customer statistics with trends and configurable views |
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Instant access to product data, available stock, images, specs and documents |
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Call list generation for marketing campaigns or activity follow-up |
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Integration with Outlook for all email communications |
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Integration with hosted emailing services - ie Dot Mailer, Contact Manager |
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Unique scratchpad facility for intellient notes and reminders while on phone |
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More information...
Sales Management
Customer Relationship Management (CRM)
Purchasing & Stock Forecasting
Inventory Management
Warehouse Management
Activity Management
Financial & Management Accounting
Vital Signs Executive Desk
e-Commerce Integration
Document Management
Mobile Solutions
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