Common features CRM Express Professional:
1. Manage customer base, detailed characteristics of each client and contact person, the dynamics of change in the state of relations with customers, the ability to quickly enter and access customer information;
2. Managing contacts with clients, *** history of contacts with clients, registering clients' needs, rapid transfer of information between departments, planning, contacts
3. Planning and control activities, coordination of work in time, a system of reminders and issuing assignments;
4. Business process management by working with clients, creating rules of working with clients and patterns of typical action for the sale and service of claims;
5. Sales management, development of technology sales of various product groups, managing the stages and phases of the sale, creation of standard templates of action, the mechanism of the preparation of business proposals, mechanism of operation management and analysis of the sales cycle - "funnel" of sales;
6. Integration with financial and ***ing software allows you to create a common information space to work with clients;
7. Marketing Management - segmenting customers, manage marketing companies, evaluating the effectiveness of advertising and marketing campaigns;
8. Questioning - gathering information about customers, products, competitors, regions. Analysis of questionnaires;
9. Telemarketing - providing mass Calling customers for a given scenario conversation, contact and registration forms;
10. Service and warranty service. ***ing for goods in services: the serial number, date and type of service, management service customer care, management of service orders treatment;
11. Multivariate analysis of sales, ABC sales analysis, analysis of work with clients, staff's performance, analysis of client base;
12. The knowledge base of sales, products, competitors, service, structuring of information, search by keyword, quick access to information;
13. Privacy policy, setting user rights to access information, providing users access only to information on their clients;
14. Facilitate the implementation of routine operations, integration with email, reporting, assistant commissioning of new customers, search twins clients, the group handling customer filters.
Released Version 2010.7.2 - 7 July 2010
Maintenance Release - Increase loading and executing speed
Homepage - http://www.crm-express.com/
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Common features CRM Express Professional:
1. Manage customer base, detailed characteristics of each client and contact person, the dynamics of change in the state of relations with customers, the ability to quickly enter and access customer information;
2. Managing contacts with clients, *** history of contacts with clients, registering clients' needs, rapid transfer of information between departments, planning, contacts
3. Planning and control activities, coordination of work in time, a system of reminders and issuing assignments;
4. Business process management by working with clients, creating rules of working with clients and patterns of typical action for the sale and service of claims;
5. Sales management, development of technology sales of various product groups, managing the stages and phases of the sale, creation of standard templates of action, the mechanism of the preparation of business proposals, mechanism of operation management and analysis of the sales cycle - "funnel" of sales;
6. Integration with financial and ***ing software allows you to create a common information space to work with clients;
7. Marketing Management - segmenting customers, manage marketing companies, evaluating the effectiveness of advertising and marketing campaigns;
8. Questioning - gathering information about customers, products, competitors, regions. Analysis of questionnaires;
9. Telemarketing - providing mass Calling customers for a given scenario conversation, contact and registration forms;
10. Service and warranty service. ***ing for goods in services: the serial number, date and type of service, management service customer care, management of service orders treatment;
11. Multivariate analysis of sales, ABC sales analysis, analysis of work with clients, staff's performance, analysis of client base;
12. The knowledge base of sales, products, competitors, service, structuring of information, search by keyword, quick access to information;
13. Privacy policy, setting user rights to access information, providing users access only to information on their clients;
14. Facilitate the implementation of routine operations, integration with email, reporting, assistant commissioning of new customers, search twins clients, the group handling customer filters.
Released Version 2010.7.3 - 28 July 2010
Maintenance Release
Errors fixed: File not open
Homepage - http://www.crm-express.com
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Common features CRM Express Professional:
1. Manage customer base, detailed characteristics of each client and contact person, the dynamics of change in the state of relations with customers, the ability to quickly enter and access customer information;
2. Managing contacts with clients, *** history of contacts with clients, registering clients' needs, rapid transfer of information between departments, planning, contacts
3. Planning and control activities, coordination of work in time, a system of reminders and issuing assignments;
4. Business process management by working with clients, creating rules of working with clients and patterns of typical action for the sale and service of claims;
5. Sales management, development of technology sales of various product groups, managing the stages and phases of the sale, creation of standard templates of action, the mechanism of the preparation of business proposals, mechanism of operation management and analysis of the sales cycle - "funnel" of sales;
6. Integration with financial and ***ing software allows you to create a common information space to work with clients;
7. Marketing Management - segmenting customers, manage marketing companies, evaluating the effectiveness of advertising and marketing campaigns;
8. Questioning - gathering information about customers, products, competitors, regions. Analysis of questionnaires;
9. Telemarketing - providing mass Calling customers for a given scenario conversation, contact and registration forms;
10. Service and warranty service. ***ing for goods in services: the serial number, date and type of service, management service customer care, management of service orders treatment;
11. Multivariate analysis of sales, ABC sales analysis, analysis of work with clients, staff's performance, analysis of client base;
12. The knowledge base of sales, products, competitors, service, structuring of information, search by keyword, quick access to information;
13. Privacy policy, setting user rights to access information, providing users access only to information on their clients;
14. Facilitate the implementation of routine operations, integration with email, reporting, assistant commissioning of new customers, search twins clients, the group handling customer filters.
Released Version 2010.7.3 - 28 July 2010
Maintenance Release
Errors fixed: File not open
Homepage - http://www.crm-express.com
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"SugarCRM is one of the most exciting open source products around today, and Michael Whitehead has created the definitive guide to it. Michael packs the book with his experience as the premier independent SugarCRM consultant. It's not just a powerful guide to SugarCRM, it's a practical, hands on introduction to CRM as a whole. If you want to harness technology to enhance your customer relationships then read this book. You'll be glad you did." Bernard Golden, author, "Succeeding with Open Source"
SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.
This book will give you all the information you need to start using this powerful, free CRM system.
Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring, or you have already learned about CRM systems but have yet to implement one, or you're working with SugarCRM already; this book will show you how to get maximum benefit of this exciting product.
What you will learn from this book
* A complete step-by-step tutorial in using the standard, every day features of SugarCRM
* Installing and using SugarCRM
* Learning specific ways in which SugarCRM can increase your profits through richer customer relationships
* Assessing your own companies needs, and planning a SugarCRM implementation tailored specifically to you
* Deciding how to deploy SugarCRM so that it meets your requirements best, and step by step instructions for installing the software
* A complete step-by-step tutorial in using the standard, every day features of SugarCRM
* Looking at the various free and commercial add ons available for SugarCRM, as well as advice on when they are useful and how to find more
* Introducing SugarCRM across the business – how to train your staff and get your users enthused about what SugarCRM can do for them
* Essential admin tasks such as data importing, back up, and maintenance
* Integrating SugarCRM into your web site, and tips for other forms of integration too! Includes particular coverage of integration with Mambo
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* Configure administrative settings to access report and dashboard development tools
* Take advantage of built-in dashboards
* Plan dashboards and reports based on business needs
* Create, edit, manage, save, and delete custom dashboards
* Configure dashboard properties and pages
* Add and configure dashboard objects, such as guided navigation, links, images, and folders
* Display and arrange reports on dashboards
* Develop dashboard filter prompts
* Deploy dashboards to Oracle CRM On Demand end users
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Analyst studies show that on average, companies using CRM software grow their businesses at a rate 2-3 times faster than those that do not.* That's because CRM enables businesses to:
* Win more deals by collaborating throughout the sales cycle
* Centralize customer information for all employees to better service customers
* Build profitable relationships with customers through more effective target marketing
* Increase customer loyalty and drive repeat business
* Automate customer-facing business processes and streamline repetitive tasks
* Gain visibility into staff and business performance to make timely decisions
As a pioneer and leader in CRM software, Maximizer CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect - whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook
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Homepage: http://www.maximizer.com
Download:
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Book Description
SugarCRM is a popular customer relationship management system. It is an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research.
This book will give you all the information you need to start using this powerful CRM system. It is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring or you have already learned about CRM systems but have yet to implement one or you're working with SugarCRM already, this book will show you how to get maximum benefit from this exciting product. It demonstrates how to install SugarCRM and also how to get the most out of it by customizing it and integrating CRM into your organization as per your needs.
Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application. It begins with a general discussion about CRM. You will then learn the benefits of such systems, and then explore SugarCRM and its unique value. You will then go through the guidelines for installing and making deployment selections that are set out alongside information for identifying, planning, and applying customizations. Training guidelines and ongoing administrative tasks will be discussed as you progress further into the book. A brief overview of SugarCRM 6.0 is provided at the end of the book.
A complete guide to implementing SugarCRM including needs assessment, installing and using the software, training users, integrating with existing systems, and more
What you will learn from this book :
Install a CentOS LAMP stack for use by SugarCRM
Perform a needs analysis for your business and learn to match those needs to functional areas of SugarCRM
Learn system navigation and the use of various features such as the Opportunity Manager
Deploy an instance on a Linux or Windows-based server
Learn one of SugarCRM's most popular features
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Common features CRM Express Professional:
1. Manage customer base, a detailed description of each client and contact person, changes the state of relations with customers, the ability to quickly enter and access customer information;
2. Manage your contacts with clients, given the history of contacts with clients, registering clients' needs, rapid transmission of information between departments, planning, contacts;
3. Planning and control activities, coordination of work in time, the system of reminders and issuing assignments;
4. Management of business processes to work with clients, the establishment of regulations to work with clients and patterns of action, sales, service complaints;
5. Sales management, creation of technology sales of various product groups, managing the stages and phases of the sale, the creation of standard templates of action, the mechanism of the preparation of commercial offers that mechanism operational management and analysis of the sales cycle - "hopper" of sales;
6. Integration with financial and ***ing software allows you to create a common information space to work with clients;
7. Marketing Management - segmenting customers, manage marketing companies, evaluating the effectiveness of advertising and marketing campaigns;
8. Questioning - gathering information about customers, products, competitors, regions. Analysis of the questionnaires;
9. Telemarketing - providing mass of outgoing calls from customers for a given scenario conversation, contact and registration forms;
10. Service and warranty service. ***ing for goods in services: by serial number, date and type of service, management service addresses customers, manage service order treatment;
11. Multivariate analysis of sales, ABC's sales analysis, analysis of work with clients, the performance of employees, analysis of client base;
12. The knowledge base for sales, products, competitors, service, structuring of information, a keyword search, quick access to information;
13. Privacy policy, setting user access rights to information, providing the user access only to information on its customers;
14. Facilitating routine tasks, integration with e-mail, report preparation, assistant commissioning of new customers, find clients twins, batch-processing clients, filters.
15. And much more ......
For more and detailed information should refer to the home page of the program.
Among the most characteristic features is to provide multi-user mode and complete adaptation to a network.
CRM Software CRM-Express Professional is a Contact, eSales and eMarketing Manager. CRM-Express can manage your marketing, customers, sales and orders. Features include SMS abilities, E-mail Client, Calendar, Address Book, My work day, News Feeds, Meeting Planner, Company Library, Form Designer, Journal. CRM-Express is now fully re-entrant, multi-user and network enabled. Allows for any number of simultaneous users to an address book.
Professional Edition This is a multi user edition meant for one or more users. This edition can share databases on a network on more than one computer.
Easy to use
Menu items can be switched off to only show what you need. This simplifies the program to make it easier to learn and use.
Fax and Call management
Send Faxes, make calls with dial-up and call-timing
Email Client
Fast, Multi-threaded Email with Templates and Mail merge for Email Send and Receive
Reports
Create Sales performance and management reports quickly and easily
Some outstanding features:
Address Book
* View and edit all communications with a contact immediately including emails sent and received
* Changes made to a contact is immediately available to all users on the network
* All changes made via synchronization is immediately available on the network
* Any number of custom fields can be added
* Auto-dial from any contact number
* Communicate via Email, Fax and SMS. Store communicated messages by contact for easy retrieval.
Email
* Synchronize email with computers not always connected to the network
* Advanced set of rules allow you to
o Parse email messages to CSV files
o Auto-add new contacts to email lists
o Auto-remove contacts from email lists
o Auto-reply with templates
o Auto-create new contacts from email messages
* Share email - email changes are immediately available to all users
* Manage email lists
Windows 2003, Windows Vista, Windows Server 2008, Windows NT, Windows 7, Windows XP, Windows 2000
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