Customer Relationship Management (CRM) Overview

Using a single source for all contact information ensures that everyone in the organisation is joined-up, and avoids the complication and cost of integrating separate databases. Sales, Marketing, Purchasing, Finance and Support teams all access a common set of customer contact and transaction data.

OneOffice CRM helps you to take care of your customers and is a fundamental part of the complete OneOffice product. It has been designed specifically for Distribution organisations, for example, linking directly to the modules in OneOffice that deal with Service Call Management. It holds company, contact and address information for customers, prospects, suppliers and business partners, and operates across multiple companies and countries if required.

OneOffice CRM also allows you create, deliver, monitor and measure marketing campaigns based on the complex transactional information held about your customers’ purchasing history. This powerful capability is only possible where marketing and sales information is held within a single repository. Once delivered, campaign follow up activities can be automatically allocated to Sales and call results may be recorded for analysis.

The range of modules that support customer relationship management include:

• Contact management
• Campaign management
• Direct mail/e-mail
• Telesales and telemarketing
• Partner marketing
• Opportunity management
• Service call management

When using OneOffice CRM your customers will enjoy excellent service from parts of your organisation, Account Teams can see the complete view of the business relationship and Marketing can build powerful, highly targeted campaigns and provide immediate measurement of results.

OneOffice CRM allows you to make best use of your valuable sales information.