Client Relationship Management (CRM)
The Accura CRM (Customer Relationship Management) module is one of the few truly integrated Print MIS CRM systems available. It adds a unique set of 'front-end' Sales and Customer Service functions for your business, directly replacing commercially available CRM packages such as Microsoft CRM, Salesforce, Maximizer, Act! or GoldMine
Why Do I Need It?
 Customer Service
Simply remembering to do things in a busy company is a major problem! When you DON'T, your customers notice. Accura CRM allows you to see every aspect of contact with your customers, so you understand them better, and respond quicker and more efficiently. Your customers are your easiest sell - improving your customer service helps you retain your clients
Sales Management
Finding new business in the current business climate is increasingly hard and price motivated. By analysing and managing sales campaigns effectively, you know what brings in the most business at the least cost and you maintain your competitive edge
Everything in One Place
Juggling between spreadsheets, database programs, external CRM packages and Accura is time consuming and ineffective. One department cannot see what the other department is doing. Sales staff may not be aware of production or accounting issues when they make their calls. Put everything in one place and it all gets easier
You'll wonder how you managed without Accura CRM before!
Activities, Tasks and Appointments
Record all customer-facing activities: telephone calls, appointments, reminders, quotes, follow-ups, orders, disputes and SEE all this information in one place
Your daily To Do Schedule by gives you a list of incomplete activities each day. As you complete each activity it prompts you to create a follow-on activity for a specified date in the future, thus keeping a dialog going with the prospect
Accura CRM provides a built-in Appointment Diary planner. All entries are displayed in visual time blocks, so it is easy to see what free time is left. Appointments can be rescheduled using a drag-and-drop interface
Integration with Microsoft Outlook is built-in so that you can keep a copy of your tasks and diary in Outlook and take it 'offline' using a laptop or PDA |
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Groundbreaking Communication Technology
All forms of communication: Telephone autodialling, Email, Fax, Letter, SMS or VOIP calls are just a mouse-click away throughout Accura CRM
Voice Over IP (VOIP) calling uses any standard VOIP package such as Skype or VoipBuster to make phone calls across an internet connection for a fraction of the cost of normal calls, or even free if you use the right VOIP software
SMS text messages can be sent to clients, prospects and staff members, for example to notify a client of their order progress, or notify sales staff of a change in appointments whilst they are on the road
Visibility and Traceability
With Accura CRM, everything is traceable. CRM integrates with the Core Accura Modules to ensure that activities carried out by Accura users are visible in Accura CRM, such as quotes, orders, or 'on-stop' alerts. Even users without Accura CRM can log activities such as letters, emails, phone calls and faxes to give you total traceability of all business activities
The Activity Profile window gives you a complete 'snapshot' of the business in one window. From here you can view activities, appointments, opportunities, quotes and orders. Icons give you visual queues to activity status
Sales and Marketing Management
Accura CRM ensures your marketing energy is targeted in the most cost-effective and successful areas
Plan and track all activities and costs relating to each marketing campaign. Analyse the cost and numbers of responses, quotes and orders generated from each campaign, all displayed graphically with the software
Each potential sale can be tracked and costed using Opportunities. Sales Forecasting reports list your expected revenue per month based on the current opportunities in the system
Mapping and Route Planning
Accura CRM has a unique internet-based integrated mapping and route planning interface. Select the prospect you wish to visit and your starting point, and the system will plot a route complete with driving directions, landmarks, distances, and travelling times |
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Mailing, Fax and Email Broadcasting
All your direct mail marketing requirements are handled with ease within Accura CRM. Our advanced query wizard technology helps you identify the prospects you wish to target - for example using keywords, interests, turnover, location, job description etc
Mailshots are produced from standard Microsoft Word letter templates, automatically customising each letter from the information in the database. Automated Faxshots and Emailshots can be produced, taking the time and pain out of campaign marketing
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