5 Febbraio 2025

CRM – Custmers Area

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Customers Acquired

Personal Data

In this area it is possible to manage all the customers registered in the personal data register with whom a commercial negotiation has been concluded and with whom a working relationship has been consolidated over time. Each customer registered in the personal data is given their own reference card, on which it is possible to write down the data relating to the characteristics of their company and its industry sector (personal data, corporate organizational structure, etc …) as well as particular annotations on information that characterizes the relationship that has been built over time with the customer by following a chronological order.

Estimates/Orders

The system is able to process quotes or offers and associate them with the reference customer. If the customer decides to proceed with the negotiation, the system allows you to automatically transform the quote into an order. Starting from the order, it is possible to manage the entire production cycle for companies working in this area, by sending the order to the Plant Manager. Furthermore, it is possible to manage the sales cycle for those who do not carry out production activities, by automatically sending the order to the sales office.

Discount policies

The system offers the possibility to carry out discount policies customized for each individual customer, “recalling” the history of commercial relationships kept over time with that specific customer. Therefore, the system allows you to estimate the turnover per individual customer and carry out targeted and customized discount policies.

Schedule

On the schedule it is possible to note all the appointments with customers and associate all the interventions carried out with them to which the “work reports” and the relative invoices can be associated.

Assistance

The System is able to offer remote assistance through the Help Desk service, for companies that are territorially distant from the main office, collecting feedback from customers which is useful for planning training activities or to estimate, through specific statistical calculations, the degree of customer satisfaction. Direct interventions can be scheduled on the schedule by sending operators to the customer’s headquarters.

Contracts management

The System offers the possibility to control document management of contracts by associating them with the reference customers, archiving them and recalling them at the right time with a simple click.

Payment reminders

The system allows you to automatically send payment reminders to customers who are late with the payments.

Potential customers

Personal data

In this area it is possible to manage all the customers registered in the personal data who are labelled as “potential” and with the aim to build and consolidate a working relationship with them in the near future. Each customer registered in the personal data register is provided with their own reference card, on which it is possible to write down the data relating to the characteristics of their company and its industry sector (personal data, corporate organizational structure, etc …) as well as particular annotations on information that characterizes the commercial relationship held with the customer in chronological order. The System also allows to use different filters based on the data that indicates whether the negotiation has been dropped out and therefore “archived” over time, or whether it is in progress and therefore still “ongoing”. This area fosters and manages the phase of getting to know the customer and helps memorize, through the appropriate functions, all the necessary information both for the potential supplier who has to estimate their ability to respond to the customer’s needs, and for the customer to understand whether the supplier (when proposing themselves to the customer) is suitable to satisfy their requests. All the information recorded can be managed chronologically, in order to develop actual profiles of the reference customers, to plan adequate commercial policies and statistically estimate whether and how profitable it is to continue investing in the “potential relationship” with the customer.

Schedule

On the schedule it is possible to note down all the appointments scheduled with customers, notes on the progress of the negotiations and any future commitments to follow from the first appointment according to the chronological order of the meetings. The annotable and manageable appointments  not only refer to direct meetings with the customer but also commercial phone calls and calls that can be stored on the system and called back at the appropriate time. The system also allows you to manage and archive messages.

Promotional Activities

The System offers the possibility to associate particular advertising and/or promotional campaigns designed and developed in the Marketing area with potential customers you want to reach by associating, through filter functions, the promotion activity to the specific customer (s). The promotional activity may include newsletters, the single and/or “customer category” sending of particular offers specially structured for a specific user, the planning and scheduling of door-to-door visits and/or periodic telephone calls which can be noted in the schedule.