Customer Relationship Manager (CRM)

The CRM module is designed for clients working in a sales environment, especially where they need multiple users to access the data from remote locations as this is, like all IndiCater modules, web based.

The CRM comes with a default set up that enables instant use; existing data can be imported in. All features can be tailored to your specific requirements for an additional charge. There are three key components to CRM:

1. Company Records to set up and store client data, then record and track contacts with both potential and existing customers and manage future and existing sales opportunities.
   

2. Campaign, our e-marketing tool, offers clients a very powerful means to communicate via e-Bulletins to prospects and clients using standard or bespoke templates.
   
   
3. Executive Visits is a tool to track when calls or visits are made to existing clients by customer facing executives.

The key features of the CRM module include:

• Easy to use contacts database, accessed by sales teams on a remote basis 24/7
• Standard 28 information fields (bespoke fields can be added for additional charge) including prospect Rating tool
• Company archive option
• Parent Company set up
• Search tool
• Tailored rules to determine optional versus compulsory fields
• Facility to sort and search data in a combination of ways to match company needs
• Detailed reporting Wizard including next contact dates, postcode breakdowns, and designated account managers
• Separate event enquiry/confirmation report (designed for conference &
  event sector)
• Tool to set up Sectors and Business Types
• Log of calls, letters, emails and other contacts points with three Next Action types
• Designate prospects and clients suitable to invite to company events
• Data can be imported or exported using, normal using Excel (additional charge)
• Two default Campaign templates included to create e-Bulletins from (bespoke templates can be developed at an additional charge)
• Campaign bounce back manager
• Campaign report manager
• Automated anniversary emails to selected database entries
• Executive Visits set up tool
• Executive Visits Report

Whether you are a pub chain wanting to keep in regular touch with your customers, or a head office with a tele-sales team that needs to identify which prospects to contact or a contract caterer that needs to monitor when clients are visited – IndiCater’s CRM module will meet your needs, and more besides.