Customer Relationship Management

Insights

Achieve access to a wide range of data and information related to any particular part of the sales process
Manage your product catalogue with ease incorporating image and other supporting documentation
Access and update your customer data and track the performance of your sales staff via an intuitive workspace
Inform important sales decisions or commitments by providing the necessary internal and external data and analytics
Compare sales relative to market conditions, quota achievement relative to market share, sales costs relative to market benchmarks
Empower end-user analytics with familiar Microsoft tools like Excel and Outlook
Find customer related information in seconds with enhanced Enterprise Search capabilities

Access source documents (for example Contracts, Credit applications, Correspondence) related to your customers and transactions
Collaborate effectively with internal and external stakeholders to maximise your sales opportunities. (for example collate email, web enquiries, tender documents, meetings and phone calls, faxes and any other electronic media into your SharePoint-centric workflow processes)
Share product and customer knowledge and experience for better customer service

Process activities, quotes and orders access in an intuitive format for speed and accuracy (For example, from a single
workspace access order entry alongside email correspondence; pricing approvals alongside exchange rate
calculators, confirm delivery schedules alongside courier tracking updates)
Satisfy your users with the familiar Microsoft high quality end-user experience that every information worker demands
Bring together all the people, knowledge, master data and functionality to execute the sales process is more effectively and drive better business

How do your sales team access real time KPI's and dashboards?
How do you provide complete customer overviews incorporating contact master data, sales and service transactions, supporting documentation and correspondence?
Who approves quotations, and how are customer queries effectively managed?
Is your order processing functionality supporting you with up and cross-sell opportunities?
Have you enabled effective Customer Service?
Do you always deliver to specification, in full and on-time?