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NetCRM
NetCRM is a comprehensive front-office solution for
small- and mid-sized companies to manage all of their sales force,
customer support and marketing business processes in one integrated
solution. Unlike other CRM solutions, NetCRM allows your sales team to
create sales orders, not just quotes and estimates. The addition of
sales information gives your employees a complete view of each customer
so your sales team can better recommend additional products to them,
your customer support team can better serve them and your marketing team
can better target them with campaigns and promotions.
Because NetCRM is a Web-based application, your
sales people on the road, your support staff that telecommute, and your
shipping clerks located in different warehouse locations can all access
and use its full capabilities anytime, anywhere. All they need is a
browser and an Internet connection. NetCRM connects your entire
customer-facing staff to delight your customers and grow your bottom
line — we call it Complete Relationship Management.
- Territory tracking & assignment
- Sales lead status management
- External lead capture form
- Partner relationship management
- Sales order entry
- Pipeline and forecast reporting
- Referral / promotion code tracking
- Customer transaction history
- Case creation & assignment
- External case capture form
- Full-loop case management
- NetAnswers knowledge base
- Self-service customer support
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- Campaign management
- Group segment creation
- Custom e-mail templates
- E-mail creation & scheduling
- Approval tracking
- Supports data tag tracking
- Group calendaring
- Import / export of records
- Outlook® and Palm® synchronization
- Employee expense management
- Anytime / anywhere Web access
- Executive dashboard snapshots
- NetBase custom records
- Customizable reporting
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NetCRM allows you to manage leads and prospects
from origination right through to the close. Lead information captured
via online lead forms is automatically entered into the system and
routed to sales representatives and territories for follow-up. As leads
progress, you can assign them different statuses with different
probabilities of closing for more accurate sales forecasting. When a
lead is ready to purchase, your salespeople can automatically convert
estimates into sales orders without any data re-entry for efficient
sales processing.
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NetCRM gives you the ability to create
promotion codes and to run promotions to generate interest and drive
sales. Promotions can be applied for limited-time pricing discounts,
special referral offers, or simply to associate them with a
particular marketing campaign. Complete statistics of promotional
response is tracked at both the campaign level and the sales
transactional level, allowing for comprehensive customer profiling
of response and buying patterns.
NetCRM contains complete marketing campaign
management functionality to automate, track, and report on your
marketing efforts. Customer segments can be created based on actual
customer purchase activity, giving you a platform for true
one-to-one marketing. NetCRM also provides complete e-mail campaign
management, from target segment creation to e-mail creative
development with promotion options to campaign execution and results
analysis. Custom e-mail templates are provided, and e-mails can be
personalized with customer names or products that interest them with
data tag features.
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The Campaign
Creation screen allows you to specify all the attributes of the
campaign you wish to create, including specifying multiple facets to
a single campaign such as e-mail, direct mail, phone and so on. Once
the campaign is over, campaign statistics show detailed success
metrics including cost per acquisition and the return on your
campaign investment. |
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NetCRM includes NetAnswers Knowledge Base
capabilities, which allows a company to create a database of
frequently asked questions and answers, standard problems and
resolutions, known issues or special tips. NetAnswers allows
information to be organized into different levels of topics and
solutions, giving support representatives the ability to answer
customer inquiries via e-mail or phone more quickly. Customers can
access this knowledge base as well if you choose, giving you a
customer support self-service option to lower expenses and to
provide a 24x7 support option to your customers.
NetCRM integrates your selling efforts with
your partner or channel selling efforts. You can create secure and
limited system access for all of your partners at no additional
charge, as well as your customers. With our unique partner
relationship management capabilities, you can allow partners and
resellers to access information on their partner profile, view
leads, place orders, submit support cases, view the status of
existing orders and cases, view sales reports, and search the
knowledge base. Customers can view the status of their current
orders and their order history, track their shipment status, or even
pay for orders online. |
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NetCRM has separate
roles for marketing, sales and support users within your
organization. Each role gets a custom-designed center which each
employee can further customize to give him or her views of data or
access to features that they need for their work. Whenever they log
in, they get their selection of graphical snapshots and real-time
summary reports, shortcut links to features, saved searches,
customer information as well as their own calendar and tasks.
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NetCRM includes a complete complement of
calendar and task management tools to make all of your employees
more efficient. Features include automatic event reminders, attendee
availability checking, resource management, priority-based task
tracking and e-mail notification of assigned tasks. Time spent on
events, tasks and customer support cases can be tracked for billing
to customers. Group calendars are also included for convenient
access to departmental events. All these schedule management
capabilities ensure high productivity while providing sales, support
and marketing managers with complete visibility into the activities
of their representatives. |
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