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The Customer Relations Management (CRM) module is the center of our system. All customer operations can be performed from this one screen. All customer information is stored in this file. Separate fields allow you to categorize your customers by different criteria. Order History, Invoices, Quotes, Payment History & current Receivables is included. All the following processes can be performed through the CRM.
The CRM distinguishes itself in the tools it gives your marketing & sales force. It displays all the customers purchase history allowing your staff to increase sales by knowing the customers buying patterns. This aides in extending your relationship with your existing customers and build a solid foundation for new ones. The database is available for sending marketing literature, updates, or holiday greetings. A multi-year Sales comparison is included for each Customer.
Your customer service and support can’t be smoother. By having all the customer information accessible from one file, any customer related activity can be performed from one screen. The information is presented in an orderly and direct manner to speed up customer inquiries, and allow your staff to provide better support by having everything at their fingertips.
A notation section, included for each Customer is useful for contact management, collections and includes a field for follow-ups by date. Notations may be left for specific individuals printed or viewed directly on the screen. This eliminates the need for reminder notes that can be lost, unlike an electronic file of your clients. The CRM is the Key to the system. From this one screen any customer activity can be performed. Every department from Accounting to Sales uses the CRM.
"CRM (Customer Relationship Management)" is part of the DentalKey line of products, developed by Reliable Group.