Allied Services
Allied Services of CRM module gives you the additional strength to gain customer satisfaction
Module Features
- Email Marketing
- Collaborative Environment
- File Attachments and Document Uploads
- SMS Integration
- Shared Calendars
- POS System
Email Marketing
Why should salespeople have to start with a blank page when writing emails to customers and prospects? HTML email templates that sales reps can personalize are big time-savers for the sales team and also ensure that even individual communications are accurate and on-message. Email Marketing allows marketing managers to identify the correct target for a given campaign, design offers that convey the brand identity of the organization, and track the response rates once a campaign is executed. This feature provides following advantages:
• Ensure campaigns are brand consistent and coordinated across customer channels
• Monitor campaign execution to ensure offers reach the targeted audience
• Track and assign opportunities to campaign leads
• Control opt-in and opt-out lists
• Fully customizable and you can deploy without hassles in your Web site
• Secured access to the Customer Self Service Portal
• Search Knowledge Base articles before submitting trouble tickets
• Constantly improve the quality of Knowledge Base by threaded discussions
• Notify trouble ticket update to the customers through E-mail
• Follow up the trouble tickets by threaded discussions
• Auto response of e-mails can be generated for this the users can also create e-mail templates.
• The above e-mail templates can be sent to accounts as per pre-set schedules.
• Improve the Effectiveness of Email Communications
• Create email templates for all your sales team’s common types of email correspondence.
• Track the number of times the email was opened by the recipient to gauge interest and plan appropriate follow-up calls or other sales activities. Monitor the usefulness and popularity of individual templates.
• Insert company branding and graphics into templates as appropriate to create high-impact, professional-looking emails.
• Attach relevant materials from document library to email templates so that customers and prospects always receive the most up-to-date versions of your materials.
Collaborative Environment
• Manage schedules, calls, meetings and emails from a single location
• Create, assign and manage key projects across teams
• Can be integrated with popular applications such as Microsoft Outlook (Optional)
File Attachments and Document Uploads
• Attach files of virtually any type
• Attach files to many different types of information including:
Contacts/customers, Companies, Events, Marketing campaigns & Projects.
Quotes, Orders, Agreements, Support correspondence.
Financial transactions etc
Government related correspondence
• Keep files centralized within the system so you can easily share files with other staff
• Required documents and correspondence can be attached with each customer.
• The data will be managed from a single location, with audit trails and minimum entry point to ensure data quality
• Easily update files with new versions
SMS Integration
Shared Calendars
• View calendar information by month
• View calendar information by week
• “Quick Add” a calendar item for the current day with 1 click
• Fully customizable calendar item types
• Set particular appointments as public (visible by all users) or private (visible only by owner)
• All day classification for calendar items
• Set a subject and detailed notes on appointments
• Easily set reminders for calendar appointments
• Combined calendar with appointments, projects, milestones and events
• Create customized calendars by grouping users into calendar filters (e.g.: executive staff calendar, sales team calendar, etc.)