As a matter of fact, our CRM ought to be called Partner Relationship Management, as it additionally takes care of all partners or the roles within the database of the following:
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 basic processes, whereby the data in continuously stored and processed without any interfaces.
With an exceptional CRM, the following can be reached in a hierarchical model:
Once customer loyality has been achieved. In turn, all future business will be sustained and stabilised in the long run.
In order to achieve these goals, one needs an entrepreneurial strategy for the introduction of a CRM as well the suitable software to reinforce the strategy.
In the lifecycle of a business relationship, it is common for various (points of contacts) being it either the customer or other partners.
The management of these touch points can be operated passively or actively through own initiative:
Every touchpoint from the contact person, to what was discussed, at what time and which points were discussed. Being it a request or a complaint, all will be documented chronologically
Time-based and content-driven campaigns can be entered into our system and can be assigned to processes. An example of this can be a touchpoint, quotations, contract renewal, etc.
Campaigns can be defined with certain target values. The variance can be then calculated at a later point in time. From the campaigns itself, as example; serial letters or serial mails can be started. These represent a touchpoint, which can be linked with the campaign.
Whenever a sales opportunity should arise through dialogue with a customer, it can be defined in terms of content and material.
Respectively, all sales opportunities are the central work area for every salesperson, giving them the potential to maximise their sales targets.
All other CRM elements are linked to the opportunity, so all touchpoints, campaigns and appointments are linked together, in order for the salesperson to have an optimal processing tool.
If the seller creates more than one offer, these offers will be also visible as well as accepted offer. These are added to the sales opportunity to calculate the probability of closing and the closing rates.
All daily business operations can be simplified and made more efficient through the integrated appointment calender within the CRM Module.
This synchronises with all your appointments & calender entries via the Exchange interface, eliminating the headache of you having to constantly switch interfaces, giving you an immediate insight to our own calendar.
Furthermore, all data can be synchronised with your smart devices. This of course is accessed independently.
The appointments / calendars 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.