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CRM (09 November 2006)

The CRM add-on module allows you to organise and streamline the sales process from initial recording of prospects details through to sales campaigns for existing customers.

You can set up prospects and projects. Prospect records imply a one to one relationship – one prospect (name plus address plus contacts plus notes) is turned into (hopefully) one customer. Projects (or opportunities) are for situations where there are several organisations involved in a potential sale e.g. the specifier, who raises the initial enquiry; the end-user, who is actually going to use the products/services; the customer, who is the company that is going to be invoiced. The end-user and customer may not be the same. There may also be other organisations involved like architects, surveyors, and different contractors. The project may involve multiple quotes to different people.

The CRM module will allow you to keep track of a project in terms of who is involved with it, what the project is for, what the estimated value is, what quotations have been done for the project, what has happened in terms of contacts, visits, tasks to do, letters, emails etc, both a record of what has already happened plus that scheduled for the future. Sales campaigns to prospects and existing customers can be tracked in the same way, using activity notes and analysis tables. Customers can be targeted based on their turnover or what they have/have not purchased. You can do a repeat mail (or email) shot to a list of customers previously targeted.

Each activity note can be set with a diary date to remind you for further action. The diary entries appear in the ENCORE calendar, which can be set to appear on program start-up. Each diary entry can be given a priority plus a time when it is to be actioned.

The CRM module costs £700.