CRM plus
Mit der Erweiterung der Adressen um das Modul CRM plus, erhalten Sie weitere Werkzeuge für ein vertieftes Beziehungsmarketing. Mittels CRM sind alle Daten an zentraler Stelle abgelegt, jeder berechtigte Benutzer hat vollen Einblick, keine Informationen gehen verloren. Halten Sie alle Informationen aus Gesprächen in Kontaktnotizen fest, geben individuelle Kundenkonditionen (Zu- und Abschläge) ein und legen sich eine Wiedervorlage an. Zusätzlich erhalten Sie mit dem Modul die Möglichkeit, individuelle Tabellen-Detailfelder für Adressen und Ansprechpartner anzulegen.
- Enter further details for that contact person
As soon as the name of a new contact person has been saved, further input options become available in the side navigationM.
- Go to the Contacts tab in the side navigation and click on the name you want.
- Enter contact details, different Invoice and Delivery addresses or individual Keywords.
- Check the box if you want to put this contact person on your mailing list for bulk mails or mark them as your Primary contact. More than one contact persons can be on the mailing list, but only one can be selected as primary contact.
- Click on the expand arrow next to the contact person's name to open more tabs.
- On the Use of personal data tab, provide information on the source of the contact data, use purpose and permission to use data for advertising purposes.
- The Info Center shows all mails, data records, appointments, etc. for the selected contact person.
- Left-click the Info Center > Data Sources to select which ones you want to display.
- Hold down the Ctrl key for multi-select.
- Only records for the data sources that are displayed can also be newly created here.
- File incoming Emails directly against a contact person by right-clicking and selecting File under > Contact.
- Save images for that contact person
Three pictures can be saved for each individual contact person.M
- Stay on the <Name> tab in the side navigation.
- Move your mouse to the image frame in the middle of the input window.
- Click on Insert image in the bottom right-hand corner of the frame.
- Select Load from hard disk to insert an externally stored image.
- If you have previously copied an image to your clipboard, select Load from clipboard.
- Save your input by clicking on the icon in the top left-hand corner of the input window.
- Create a network
Create a networkM of accounts that are related in any way, such as several sites belonging to one company or service providers working for more than one of your customers.
- Go to the Network tab in the side navigation.
- In the toolbar, click on New to open an input window for a new relation.
- The current account is preset as Source account. Search for a Target account by inputting a name and pressing Enter. Select one of the existing accounts turned up by your search and click on Apply in the upper left-hand corner of the list window.
- Select the nature of the Relationship between the two accounts from the expandable picklist and, if necessary, add a remark for further clarification.
- Save your input by clicking on the icon in the top left-hand corner of the input window.
- Go to the Network tab in the side navigation to see all referenced accounts.
- Specify a standard price group
Assign custom price groups to your customersM by entering them directly against the account. That price group will be automatically preassigned to any new events. Users with administrative rights can create and edit price groups.
- Go to the Contacts tab in the side navigation.
- Select a Price group from the picklist on the right-hand side.
Whenever you create an event linked to this account, you will automatically be informed of the custom price group and given the option of applying it to the new event. - Save your input by clicking on the icon in the top left-hand corner of the input window. (Ctrl+S).
- Specify custom surcharges or discounts
Enter a custom discount or surcharge on all events and products by saving the markup rate directly against the customer accountM. When booking an event for this account, the surcharge or discount will be automatically applied and the prices recalculated immediately.
- Go to the Contacts tab in the side navigation.
- Enter a discount as a positive number (e.g. 10%), a surcharge as a negative number (e.g. -10%).
- For any new event linked to this account, discounts and surcharges will be applied to all booked items in the event.
- Save your input by clicking on the icon in the top left-hand corner of the input window. (Ctrl+S).
- Create a follow-up for an account
Contacting customers on a regular basis is good sense in business. Mark accounts for follow-ups at regular intervals as a reminder to get in touch.
- Go to the ContactsM tab in the side navigation.
- Select a Follow-up date. The account name will appear in your list of Follow-ups in the lower half of your Info Centre on the selected day. Remember to enable Accounts as Data source for your follow-ups.
- Enter the exact time of the next contact (optional).
- Activate a Reminder and enter a lead time if you want to be notified of the appointment in good time.
- Open a new contact note
Document every customer contact so that all colleagues can retrieve up-to-date information on agreements, special conditions or feedback discussions at any time.
- Go to the ContactsM tab in the side navigation.
- The input window will open to display a list of all previously entered contact notes.
- In the toolbar above the list of contact notes, click on New to open a new input window.
- A new contact note will open. The Account name and name of the primary contact person will be preset. To change the contact person, select a different name from the picklist.
- Edit the contact note
A Contact noteM, in order to be really helpful, must contain all essential information and be easy to retrieve.
- Assign a Category from the picklist to facilitate targeted searches.
- Enter a Subject manually or select a value from the expandable picklist.
- Enter all relevant details in the Description field.
- The Handling date and time and the current User are preset but can be changed manually. If needed, the Duration of the interaction can also be entered.
- To comply with the legal requirements concerning the use of personal data, select a Data use purpose from the picklist in the toolbar.
- Save your input by clicking on the icon in the top left-hand corner of the input window.
- Create a follow-up for the contact
Maybe a customer contact gives rise to further contacts - if so, a follow-up can be created in the contact noteM itself. The account name will appear in your list of Follow-ups in the lower half of your Info Centre on the selected day. Remember to enable Contact notes as a data source for your follow-ups.
- To create a follow-up for the contact note, select a date in the Follow-up field at the top right-hand corner of the input window.
- Add a reason of the follow-up.
- Save your input by clicking on the icon in the top left-hand corner of the input window.