CRM Solutions
Planning and implementing a CRM solution can seem a daunting task.
Careful consideration to business needs, a clear understanding of all staff involved and their current/future participation are key to a successful CRM implementation.
Solve-IT provides a professional and friendly approach to tackling a project such as CRM integration and forms a partnership throughout to achieve a problematic free deployment.
We provide a range of Customer Relationship Management (CRM) solutions tailored to meet your business requirements.
Below are the most widely used products currently deployed with our customers:
Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes—along with native Microsoft Office Outlook integration—Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution.
Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.
Marketing: A clearer view of customers and more informed marketing investments
Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:
- customer segmentation
- campaign planning and execution
- data extraction and cleansing
- analytics and reporting
- marketing/sales collaboration tools
- information sharing portals
Sales: Get more leads and close more business
Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:
- lead and opportunity management
- account and contact management
- territory management
- forecasting and sales analytics
- offline and mobile device access
- quick access to products, pricing, and quotes
Customer service: Provide more value to customers
Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:
- account and contact management
- case and interaction management
- product and contract management
- knowledge-base management
- service scheduling
- workflow across teams and groups
- service reporting and analytics
Goldmine CRM
A complete customer view for everyone in your organisation
This sales force automation and CRM tool is aimed at the SME market space, supporting a large number of simultaneous networked and synchronising users utilising Microsoft's SQL Server to provide robustness and scalability. GoldMine Corporate Edition is also supplied with an Application Programmers' Interface (API) for easy integration with other applications.
Sales Force Automation
GoldMine Corporate Edition provides the tools your sales team need to sell more efficiently and effectively:
- Complete History Tracking ensures that the sales team always has access to detailed information about the status of an account.
- Opportunity Management enables a salesperson or sales manager to easily view what sales are in the "pipeline" and to focus on the opportunities that need the most attention.
- PDA Synchronisation gives a salesperson freedom to work from anywhere and still access key account information.
Marketing and Sales
- Streamline the way you distribute your key product or service messages and track the effectiveness of your campaigns.
- Automated Processes intelligently distribute sales and marketing messages 24-hours a day, 365-days a year.
- Literature Fulfilment simplifies the process of scheduling literature requests and tracking what materials sales people need to send.
- Leads Analysis enables the marketing team to quickly view the number of responses, potential sales and total costs associated with any marketing campaign.
- Query functionality allowing customer database to be segmented according to geography / demographic characteristics etc
- Ability to import purchased prospect lists into database and de-duplicate records automatically
- Mail merge ability allowing direct mail campaigns to be run from the system
- Lead source codes definable by user to allow tracking of marketing campaigns
- Literature fulfilment to simplify the process of scheduling literature requests
- Ability to add reportable fields allowing customer profiles
- Prospect classification to allow targeting and automated communication with certain identified segments
- Documentation management to track the use of sales and marketing collateral
- Campaign management to automate campaigns and track responses, conversion rates and overall effectiveness
- Statistical analysis of database against sale.
Remote Synchronisation
Remote synchronisation is the process whereby a stand-alone user or remote site can exchange data with the main GoldMine system and vice-versa. This means that the user or site will have an independent copy of GoldMine on their PC or LAN which will update at agreed times using an agreed connection method e.g. a modem or an IP to IP connection. A user will choose to synchronise if they have a requirement to see the GoldMine data in circumstances where no connection method is available e.g. in their car or where access to the Internet is unavailable. Synchronisation management is built into GoldMine Corporate Edtion for each user - unlike some products where an additional charge is levied for this functionality.
Sage-ACT!
With more than 2.5 million individual users and 35,000 corporate customers, ACT! by Sage is the number one selling contact and customer management solution worldwide. The ACT! Product Family offers a range of solutions geared to individuals, small businesses, and corporate workgroups or teams to assist in increasing individual productivity, improving sales performance, and providing key insight into all customer interactions. Sage offers flexible deployment options including Windows, Web-based, and mobile access solutions to provide timely access to critical contact and customer information. ACT! is renowned for exceptional end-user adoption, low overall total cost of ownership (TCO), and high return on investment (ROI) for both individuals and organizations.
Make Contact
- Build contact and customer data into a powerful tool that helps drive your business.
- Progress efficiently through your day with appointment, task and activity reminders.
- Focus on what's important with prioritised task lists.
Build Relationships
- Keep customers for life with automated scheduling, follow-ups and tasks.
- Keep team members fully informed with shared customer information.
- Send letters, proposals and quotes to customers instantly.
Get Results
- Meet goals with confidence using advanced sales forecasting tools.
- Manage account progress with opportunity tracking.
- Help improve your bottom line with the interactive pipeline tool.
