As a matter of fact, our CRM system ought to be called ‘Partner Relationship Management’ system, as it not only takes care of all partners, but also various roles within the database such as:
CICone CRM is one of the modules within the ERP-Software that differs from the other marketable providers. How? Our CRM functionalities are integrated into the basic processes, whereby the data is continuously stored and processed without any interfaces.
In the area of Customer Management, a good CRM system has a big impact in achieving your goals and aims:
In order to achieve these goals an entrepreneurial strategy for the introduction of a CRM is needed on the one hand, and on the other hand a suitable software for reinforcement. Through this strategy future business is sustained and stabilised. CICone CRM is therefore your suitable software!
In a business relationship there will be various forms of getting in contact with your customers or business partners. These are identified as touchpoints. The management of these touchpoints can be operated passively or actively through own initiatives:
Every touchpoint is documented in the form of:
and noted down in a chronological order.
Time-based and content-driven campaigns can be entered into the system and assigned to processes (e.g. quotation and contract renewals, etc.).
Certain target values can be assigned to them, whereby the variance can be then calculated at a later point in time. From the campaigns itself, a touchpoint in the form of a serial letter or mail can be initiated and linked to the campaign.
Whenever a sales opportunity arises after having been in touch with a customer, the outcome is documented and the potential sales value is attached.
Sales opportunities are the core area of any sales person with which they can maximise their sales goals.
All CRM elements are connected to these sales opportunities. Thus, all touchpoints, campaigns and dates
are connected giving the seller an ideal tool for processing.
If the seller makes a written or several written offers, they can be retrieved from the tool, and finally the accepted offer(s) are added to the sales opportunity in order to calculate the probability of the closing rate.
In the CRM Module, all conventional business operations can be simplified and made more efficient through the integrated appointment calender.
It gives an immediate insight into your own calendar without switching programs, and gives you the option of setting reminders.
Furthermore, all data can be synchronised with smart devices, which of course can be accessed independently.
The appointments in the calendar are synchronised via a Microsoft Exchange server.
C.I.C. Software GmbH belongs to one the leading software and service providers for leasing and financial institutions.
Our software solutions are implemented and operated in all German-speaking countries (DACH) as well as other European countries. Our respective customers are of different sizes and focus. Each using and operating their central IT and Business Processes with our software solution.