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What is CRM Software

What is CRM Software?

Customer Relationship Management (CRM) is both a business strategy as well as software.

CRM as a business strategy is the company’s approach on how to handle its customers and in particular its sales, service and marketing operations. The following table outlines the typical business areas and processes that would be covered by a typical CRM plan.

Service Management

 
Service Management Software / Service Management System
       
» Servicedesk & Helpdesk » Comprehensive Scheduling
» Contract Management » MS Office Integration
» Asset Management » Document Management
» Warranty Management » SLA's with Escalation
» Planned Maintenance » Knowledgebase
» Equipment Swapping » Workflow Manager
» Supports ITIL Processes » Period / Time / Event Based Service Contracts
» Invoicing » Stock Control with Van Stock
» Purchase Order Processing » Project Management
» Comprehensive Reporting » Real Time Graphical Analysis
» User Based Customisation    
 

Sales Force Automation

 
Sales Management System / Sales Force Automation
       
» Contact Management » MS Office Integration
» Account Management » Comprehensive Reporting
» Opportunity Management » Automated Mailshots / Emailshots
» Sales Target Management » Text & HTML Emails
» Quotations » Customer Segmentation
» Product Sales Analysis » Market Segmentation & Analysis
» Sales Forecasting » Literature Management
» Salesperson Performance » Document Management
» Team Selling » Expense Management
» Sales Activity Analysis » Leads Management
» Marketing Management Tool » Campaign & Mailshot
 

Complaint Management

 
Customer Care Software / Complaint Management System
       
» Contact Management » MS Word Templates
» Activities Management » Correspondance Management
» Cost Recording » Document Library
» Process Workflow » Document Scanning
» Web Modules » Personalised Content per User Type
» Online Analysis » Integrated Email
» Document Management » Email Alerts
» Complaint Audit Trail » MS Office Integration
 

 

Facility Management

 
Facility Management Software / Facility Management System
       
» Call Logging » Supplier Performance Monitoring
» Asset Management » Knowledgebase
» Warranty Management » Integrates with MS Office and Lotus Notes
» Planned Maintenance » Document Management
» Equipment History » Comprehensive Analysis and Reporting
» Inventory Control » Graphical Scheduler
» Purchase Order Processing » Facility Calendar
» Contract Management » Escalation Engine
 

 
There are companies which have a very structured CRM approach, where everything is documented, especially companies who are ISO certified. There are also companies where their CRM approach is “intuitive”, i.e. it has become part of their culture and although not very structured it is still efficient and workable. And there are companies where their CRM approach has gaps and weaknesses and are improving those as they mature and grow.

CRM software comes to assist and complement the company’s CRM business approach. Ulysses Suite is such software. It allows your company to automate any or all of the CRM processes described above. Many companies will find that replacing their existing spreadsheets or manual documents where they log service calls or sales leads, with your own integrated Ulysses database will not only make you more efficient but will also make you more customer focused. In addition, Ulysses brings with it best practice, giving you ready made templates for all your CRM processes.

And last but not least, Ulysses CRM is easy to use and setup. Your team can start using Ulysses CRM in days.
 

 

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Ulysses is a comprehensive suite of business tools which allows your organisation to be more dynamic, flexible and efficient in today's market. Ulysses ™ CRM Suite is a proven solution for many industry sectors that includes: Service Management, Field Service Management, ITIL Service Management, Sales & Marketing, Customer Complaint Management, Consumer Feedback Management, Facilities Management, and FMCG Solutions.
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