Industries
Service Providers - It is essential to define and identify different customer categories
Whether we are talking about professional service providers (lawyers, accountants, architects), or suppliers of any other service, they need to form a database of prospects and clients to use in an integrated and structured way in order to generate sales opportunities. It is essential to define and identify different customer categories in order to offer personalized services. After completing the successful sale, the delivery process must be monitored and controlled to keep each customer in certain profitability limits. In service providing industry, delivered projects can be simpler or more complex and tracking contracts fulfillment means project management.
Key Benefits:
- Centralized and integrated management of customer data, files, projects and associated documents
- Creating a dossier on each client that keeps the whole history of interactions
- Increase of sales efficiency by automating processes with flows and notifications integration
- Delivery Management (projects delivery) both in financial terms (within budget) and operational
Auto - A CRM solution is essential for professional management
Car dealers are facing the problem of profitability, incomes in car sales fell heavily, the main source of profitability being the activity of service and sale of spare parts. From the way this activity carries out may result a series of differentiation factors that may influence the buyer. A CRM solution is essential for professional management of (...)
Commerce and Distribution - Trade company processes must be fully integrated
Trade and distribution company processes must be fully integrated, from the time of sales opportunities identification to documents certifying delivery. Otherwise, there is a great risk to lose important opportunities, either because of human error or due to data loss in transfers between resource management applications. Whether working in direct (...)
Energy and utilities CRM Software. Companies will use an energy-trading platform.
In addition to a centralized database of clients and potential clients, companies in the energy industry, must manage specific technical information. Many companies in this area will use an energy-trading platform, which the CRM system must be able to integrate. The sales department should have access to a specific configurator for energy sales con (...)
Service Providers - It is essential to define and identify different customer categories
Whether we are talking about professional service providers (lawyers, accountants, architects), or suppliers of any other service, they need to form a database of prospects and clients to use in an integrated and structured way in order to generate sales opportunities. It is essential to define and identify different customer categories in order to (...)
IT - The CRM solution will enable resource management
IT products and services providers may be assisted by CRM across their entire activity: from promotion and sale, to project management and support. The CRM solution will enable resource management, execution time recording and consumed resources. Having centralized data, support department employees may access customer history and other data releva (...)
Insurance CRM software. Cras Melior offers CRM systems for insurance companies.
Insurance companies, including brokers, are based both on recommendations made by existing customers, and on the addition of added-value service packages to attract new customers. Managing a growing number of clients, often providing customized packages for corporate clients, managing reimbursement requests ask for a professional CRM system that op (...)