Business Challenge

•  A CRM tool which would enable businesses to efficiently track all interaction with customers and prospects and be able to support targeted outbound marketing campaigns.

Product Summary :

This Customer Relationship Management Database is a straightforward and easy-to-use tool. All the contacts generated by a company are entered, along with the basic details (address, email & phone numbers; primary and secondary contact details, category of company - from A ccountants to W holesalers)         

Additional fields then hold more detailed information on the prospect; No. of employees, company turnover, type of LAN, Accountancy software used etc. All fields are customisable.

A "company search" facility allows any number of cross reference searches eg. "All companies of Activity - Accountants, with Address - Stillorgan, and employees 5-20". 

The database can facilitate Direct Mailshots; push-of-a-button creation of a simple spreadsheet which includes all contact and address fields for a mail merge, eMailshots; automatic draw-down of a list of emails, from the cross-referenced lists, and Faxshots automatic draw-down of a list of fax numbers, to be sent to automated faxing solution e.g. Zetafax.

Key Features:

• Customisable fields which log primary and secondary details of all customers and prospects
• Call logging function logs all calls made by sales/telesales personnel; call type (warm, cold calls), call date & notes field for call outcome.
• Search facility shows calls made within specified period / calls made where correct contact was reached / sales lead generated etc.
• Flexible company search facility allows generation of cross-reference lists of target prospects using detailed customer data.
• Facilitates Direct mailshots to target groups identified from cross-reference lists – generates Excel spreadsheet to be used in mail merge.
• Facilitates eMailshots; collates available email addresses from cross reference lists, ready for population into Outlook or other eMail solution.
• Facilitates automatic Fax shots, again to target groups identified. Fax numbers held in the solution are automatically populated into any industry standard desktop faxing solution
• Automatically logs outbound marketing activity
• Generates sales reports by sales person, with automatic updating of status field with notes entered in general screen & logs date of entry.

• Microsoft .Net
• Microsoft Visual Studio
• Microsoft Visual Basic
• Delphi

Database Platforms

• Microsoft Access
• Microsoft MSDE
• Microsoft SQL Server
• Pervasive

Pricing

Pricing is on application and subject to specification.