|¿WHAT IS CRM?|
"We know our customer and to easily contact him. For advice and information on everything that meets your needs, it is advantageous and that poses to the travel agency, a differential with respect to competitors.".
The management of customer relationships (CRM English for Customer Relationship Management CRM) is intended to provide technological solutions to strengthen communication between the company and its customers to improve customer relations through automation various components of the customer relationship:
The purpose of CRM is to improve the proximity to customers to meet their needs and convert them into loyal customers. Therefore, a CRM project should provide every sector of the company access to the information system to better understand the customer and provide products and services that meet their expectations in the best way possible.
Analysis of the current operation and the needs of the Company
• Current status: Customers, Service, Sales, Communication,...
• Interaction between departments and business areas.
• IT tools current.
• SWOT: Weaknesses, Threats, Strengths and Opportunities.
• Current business strategy and future.
• Ways to improve: customer service, ...
• Focusing on the client organization.
• Set:-Model Optimal management of Customer Relations and Performance Management Model Commercial recognition model to support implementation.
• Tools: Features of the solution and interaction with other solutions. Search for suppliers.
• Project: achieving the objective of the project, action plan, infrastructure, responsible, indicators, schedule,...
Design and construction of the tool
• Specify technical and functional requirements of the project.
• Develop Tool: Design or purchase and adequacy thereof.
• Conduct the tests identified in the Plan.
• Communication to the company.
• Involvement of management, management, middle management.
• Comprehensive training oriented business objectives:
• Training on Business Model and Value.
• Training on how to exploit the system (commercial and marketing) Reason for use of the system (attitudinal) - Training to operate the system (technology) training method: Preferably Classroom Coaching.
• Track Team implanters quantitative degree of implementation within the agenda of the regular meetings that occur weekly in organizing information on the evolution of the implementation plan recognition + ...
|CUSTOMER MANAGEMENT AND CONTACTS|
Generally the main source of income of a company are its customers. However, because the business world is changing, especially as a result of the integration of new technologies in the relationship between companies and customers, competition is becoming tougher and therefore customers can choose to its suppliers or changed by a simple click. The selection criteria are mainly financial clients and refer to the responsiveness of the company, but also purely affective (need for recognition, listening, etc.). In an increasingly competitive world, companies that want to increase their profits have so several alternatives:
New technologies allow companies to better understand their customers and gain their loyalty with relevant information so that they can better gauge their needs and thus satisfy them effectively.
Have been found to transform to a customer a loyal customer is five times less expensive than attracting new customers. For that reason, a lot of companies design their strategies focused on services for its customers.
|MANAGEMENT OF BUSINESS|
Promote, encourage and increase the success of the commercial network is always an important task for the company. Track and exhaustive constant commercial activity that takes place within the company is a must. Trading opportunities are an important asset. In this area you define business opportunities, companies are classified and assigned you were detected. Each Opportunity (type) will be responsible to quickly see the status of it. Every opportunity has assigned data enabling further analysis:
A good control and analysis facilitates the improvement in the next opportunities.
|BUSINESS MANAGEMENT ACTIONS|
Commercial track, incident response times and services performed is as important to you as a sell. SP CRM Suite 2012 makes all these tasks in a flexible and intuitive.
• Management of calls to prospective customers, historical talks, and notices of future calls.
• Classification of future actions as if called, check, close, etc...
• Trade agenda to plan marketing activities.
• Reports of prospects contacted by representative, route and origin bouquet.
Commercial Monitoring centered:
• Commercial Registry Tasks: Record in a diary or calendar of all the business tasks to be carried out.
• Commercial Register of Actions: Record a tab of all actions performed by the commercial.
• Business Opportunity Registration: Register a tab of all sales opportunities being offered to a business with the possibility that they can automatically generate annotations of the tasks on the agenda, regarding the opportunity.
MANAGEMENT OFFERS AND PROFORMAS
Commercial management of tenders (templates, tracking, automatic notification deals expire, automatic conversion to files, attachments).
By making deals-template can duplicate any of them to make a new offer in record time.
The calculation of any offer will be based on trading patterns with their rates of cost and sales associates. Thus, from the outset, all the commercial work is related to previous estimated cost, expected sales and expected profitability, as a result of absolute or percentage difference between cost and sale.
You can make deals and budgets and proformas maritime carriage costs. The power of the deals can make deals any means (sea, air, land) as well as a combination of several of them (intermodal transport).
By Tracing & Tracking Module WEB, you can publish offers tailored on its corporate website, giving access to their clients through tailored keys in the system.
|DOCUMENTARY COMMERCIAL MANAGEMENT|
Possibly missing paper documents.
This application will allow us to save all desired documents digitally, saving it as external files within a hierarchical folder association.
I will, in a simple, scan documents and save them to digital format.
The documentary file to attach by a simple task of 'Drag and Drop', all documents / electronic files desired. These documents may be in any format, allowing easily attach emails and powerful (attached eMail for their associated attachments).
Electronic documentation may be attached to any form of business (a client, an offer, a commercial action, etc ...) and recovered by a simple mouse click.