CRM business objectives for equipment providers

CRM-for-equipment-provides

CRM-for-equipment-provides

Leads generating and order processing:

  1. Sales processes.
  2. Sales forecasting.
  3. History of customer interactions.
  4. Finding the best supplier price.
  5. Automating the document flow:
    • Price-list;
    • Specifications and commercial proposals.
  6. Equipment set selection, taking into account:
    • Profitability;
    • Special prices and discounts.
  7. Sales analyzing.

Project tracking:

  1. Project management:
    • Project team formation;
    • Gantt Chart;
    • Business processes;
  2. Document management:
    • Standard documents (invoices, specifications);
    • Integration with financial system;
    • Visas;
  3. Defining project expenses and income.

Service and support:

  1. Organizing the service workflow:
    • Defining the customer request processing time;
    • Defining the request priority basing on the customer type.
  2. Tracking the tickets:
    • Owners;
    • Terms.
  3. Equipment unit history.
  4. Defining the “problem-producing” equipment.
  5. Service effectiveness analyzing.

Promotion:

  1. Marketing events planning:
    • Budget;
    • Terms;
    • Owners;
    • Target audience.
  2. Analyzing the campaign response.
  3. Prospects segmentation.
  4. Automating bulk email sending.
  5. Tracking competitors.
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CRM business objectives for Retail Industry

business-objectives-retail-crm

business-objectives-retail-crm

Implementation

Based on the information that buyers enter to the registration cards the customer database is formed in AquaCRM. This database contains the most valuable information about the company target market – customer age, occupation, income, preferences in consumer electronics, loyalty reasons, information sources, plans for new goods acquisition.

Based on this data different analytical information can be obtained. For this purpose AquaCRM is integrated with Jaspersoft Reports, that enables to build analytical cubes and get various functional dependencies. These analyzes makes it possible to take more correct decisions, concerning market positioning and promotion.

Analytical Dashboard

Analytical Dashboard

AquaCRM contains the complete list of company products. Custom reports show each product profitability and popularity among certain types of customers.

advanced Reporting

advanced Reporting

AquaCRM is used for bulk email sending: new products information, different promotions , company news and events. All marketing campaigns, including direct mail sending are planned and tracked also in the CRM software. After each campaign its effectiveness is analysed using the marketing reports.

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Business objectives of implementing CRM in tourism industry

business-objectives-crm

business-objectives-crm for tourism industry

CRM Business objectives:

Single source for customer and partner data:

  1. History of services and travel directions.
  2. Customer preferences (climate, season, age, income), customer associations.

Effective interaction with partners and agents:

  1. Permanent price updating.
  2. Agent activity, discounts, customers.
  3. Analytical reports on partner and agent results.
  4. Business processes to automate order handling.

Increasing manager effectiveness:

  1. Automated ticket support.
  2. Forming printed documentation on different languages.
  3. Quick tour cost calculation.
  4. Registering and storing visa applications.

Increasing customer loyalty:

  1. Customer segmentation and focused marketing campaigns.
  2. Bulk email sending of the company news and promotions. Automated envelope printing.

Price calculator:

  1. Automatic service price calculation.
  2. Importing partner price-lists.
  3. Creating service catalogue.
  4. Quick search for hotels, transportation and other services.

Effective business management:

  1. Creating statistical and analytical reports on the company sales.
  2. Control over the agents work.
  3. Document visa.
  4. Managing business processes.
CRM tourism industry

CRM tourism industry

AquaCRM contains a single customer database. In the customer form besides the contact information you can register customer service type, payment type, number of employees, annual income and other important customer parameters.

crm software - create contact/account

crm software - create contact/account

For each customer order a new project is created in the system. The project form contains the contract conditions: amount, discount, agent commission, direction and other parameters.

The project amount, discount and agent commission are calculated basing on the class of the trip, direction, and the air-company. Besides the commission for returning tickets is taken into account.

The interaction with prospect and existing customers is automated by the designed business process. Besides, the process algorithm depends on the customer parameters (type, profitability, income, company size, service type). Aqua CRM automates the considerable part of the company documents flow: registration and signing contracts and additional agreements with companies and consumers.

analytics crm

analytics crm

AquaCRM is also used for planning and tracking of the marketing campaigns – different events, seminars, conferences, trainings. Special reports help to analyze the effectiveness of these campaigns.

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Effective cross-channel marketing communication

Consumers have become less loyal and much more demanding of the businesses they purchase goods or services from. But it’s not just quality and convenience they want; consumers are ever more interested in the experience provided by organisations and the customer service they are receiving.

customer service

customer service and satisfaction

Information is expected to be readily accessible online and the boom in comparison sites is testament to this shift in consumer mentality that sees sourcing information and deals as an integral part of the buying cycle.  However, as channels multiply and independent information can be accessed from hundreds of user reviews, websites and blogs, marketers are struggling against their shrinking budgets to secure an authoritative presence for their products and services across the media spectrum.

While there is plenty of evidence of consumer responsiveness on each specific channel and that individuals are very active researching, enquiring and purchasing online, the stages of the customer journey are much cloudier. Exactly how a consumer reaches the online shop or decides to make a telephone purchase is yet unexplored territory.

Mapping the itinerary that led the individual customer to making a purchase or filling a basket and then abandoning it can make a world of difference to a business trying to contain marketing costs. As budgets are squeezed it becomes crucial to only invest in what actually makes an impact and not waste budget on ineffective communications.

customer_support_system

customer_support_system

For example a customer receiving a solus piece of direct mail featuring a personal URL printed on it in the customary form of www.domainname.com/name, might be tempted from the microsite to the main website and finally make a purchase. Someone else on the other hand might click through the targeted selection of items on the personalised website but choose to order them via the telephone.

It is obvious of course that given the current economical climate, endlessly multiplying the channels to the customer in a bid to keep up with the latest developments from social networks to tweets, will hemorrhage resources. Marketers need to focus on understanding how consumers use different channels for different purposes and leverage real customer preferences.

Although THAI consumers make a massive use of text messaging evidence tells us that this is not regarded as a welcome promotional medium and commercial communications via SMS are still largely shunned. SMS, in fact, owes most of its unpopularity to the untargeted batch-messages that consumers have been subjected to. By delivering messages right into the handbags and pockets of people, mobile is perceived as very intrusive medium. This is why a high level of personalisation and time-sensitivity become absolutely essential.

The new-breed of channels offer exciting and unprecedented time-sensitivity. Rather than simply processing regular campaigns to customers in a batch fashion, some organizations have started to leveraging their database marketing systems to target offers at customers only when they behave in a particular way.  These ‘event triggers’ – which might include a customer service call, a type of transaction or going through a spending level in a particular period – instruct the system to send a targeted offer to the customer in a reduced time frame ranging from the same week to the same day, depending on time-sensitivity and marketing medium used.

Recent CDMS research set about analysing the different uplift rates of various media against a solus direct mail piece with a postal response mechanism and found that in all cases, the addition of extra response media to the customer journey was felt to produce a significant uplift.

Among the most interesting findings it is worth noting that by adding alternative response channel uplift varies from 12% (SMS) to 21% (Freephone) and personalised URLs (19%) produce a remarkably higher response uplift than non-personalised Websites (14%).

Overall THAI marketers are becoming more capable in the way they communicate with customers and prospects, but keeping up with consumers is a difficult task. At a first glance it seems to follow that as consumers are better connected than ever before, the more media an organisation employs, the more response they will get. However simply expanding the channel choice without making any real effort to personalise the campaign and tailor it to customer preference will simply result in a waste of resources and irritated customers.

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Learn what is CRM with easy video guide

What is CRM.

CRM, or Customer Relationship Management, is a company-wide business strategy designed to reduce costs and increase profitability by solidifying customer loyalty. True CRM brings together information from all data sources within an organization (and where appropriate, from outside the organization) to give one, holistic view of each customer in real time. This allows customer facing employees in such areas as sales, customer support, and marketing to make quick yet informed decisions on everything from cross-selling and upselling opportunities to target marketing strategies to competitive positioning tactics.

Once thought of as a type of software, CRM has evolved into a customer-centric philosophy that must permeate an entire organization. There are three key elements to a successful CRM initiative: people, process, and technology. The people throughout a company-from the CEO to each and every customer service rep-need to buy in to and support CRM. A company’s business processes must be reengineered to bolster its CRM initiative, often from the view of, How can this process better serve the customer? Firms must select the right technology to drive these improved processes, provide the best data to the employees, and be easy enough to operate that users won’t balk. If one of these three foundations is not sound, the entire CRM structure will crumble.

It’s a strategy used to learn more about customers’ needs and behaviors in order to develop stronger relationships with them. After all, good customer relationships are at the heart of business success. There are many technological components to CRM, but thinking about CRM in primarily technological terms is a mistake. The more useful way to think about CRM is as a process that will help bring together lots of pieces of information about customers, sales, marketing effectiveness, responsiveness and market trends.

If customer relationships are the heart of business success, then CRM is the valve the pumps a company’s life blood. As such, CRM is best suited to help businesses use people, processes, and technology to gain insight into the behavior and value of customers. This insight allows for improved customer service, increased call center efficiency, added cross-sell and upsell opportunities, improved close rates, streamlined sales and marketing processes, improved customer profiling and targeting, reduced costs, and increased share of customer and overall profitability.

This sounds like a panacea, but CRM is not without its challenges. For CRM to be truly effective, an organization must convince its staff that change is good and that CRM will benefit them. Then it must analyze its business processes to decide which need to be reengineered and how best to go about it. Next is to decide what kind of customer information is relevant and how it will be used. Finally, a team of carefully selected executives must choose the right technology to automate what it is that needs to be automated. This process, depending upon the size of the company and the breadth of data, can take anywhere from a few weeks to a year or more. And although some firms are using Web-based CRM technologies for only hundreds of dollars per month per user, large companies may spends millions to purchase, install, and customize the technology required to support its CRM initiative.

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Customer Support Management with AquaCRM

AquaCRM provides the Customer Support & Service management (Help Desk) features such asCases (Trouble tickets), Solutions (Knowledge Base), Case Assignment & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing customer-specific cases through Web sites. In addition, you can also synchronize customer-specific email messages as Cases from Microsoft Outlook mail client to Cases module in AquaCRM.

customer support management CRM

customer support management CRM

Cases and Solutions functionality can be used to streamline organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single system. Integration between Sales and Post-sales support management helps organizations in resolving the customer-reported cases in less time thereby enhancing the customer satisfaction, cross-selling and up-selling opportunities in future.

Customer Support Modules

Case Management

Solution Management

Case Management

  • Track all the customer-reported cases end-to-end as per organization’s customer support process
  • Generate cases through email, phone or web site using Web-to-Case form. In addition, you can also add customer-specific email as a case from the Microsoft Outlook mail client
  • Automate the case routing process using the case assignment rules so that all the cases are assigned to the right support agents in your organization
  • Set up case escalation process using the Workflow rules for a better case resolution and enhance the customer satisfaction
  • Customize the Cases module as per your customer support process. Customization includes, adding more custom fields, modifying page layout using drag & drop tool and changing the related list views
  • Customize the case reports and dashboards
Customer Support - case-escalation-process

Customer Support - case-escalation-process

Solution Management

  • Manage product-wise solutions (knowledge Base articles) in an easily accessible centralized location for a better case resolution in the least possible time with less effort
  • Periodically update the solutions based on customer suggestions & feedback
  • Customize the solutions module to suite your organization knowledge base requirements
  • Customize the knowledge base reports and dashboards
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Capture and Manage Sales Leads

Every sales lead, if rightly tracked and nurtured, can be a revenue generating opportunity. However, one must have the right process and tools in place to make sure these are properly guided towards the most likely result of sales planning. For this reason, businesses consider Lead management as one of the important activities in their organization-wide sales & marketing process.

Capture and Manage Sales Leads.

  • Automate and accelerate lead management (lead generation – qualification – conversion – sales opportunities)
  • Capture leads directly from your Web site using Web-to-lead form and manage effectively in Aqua CRM
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Set up lead assignment rules to automatically assign sales-ready leads to the sales persons
  • Qualify leads to next stage based on the information captured in lead details. Once leads are qualified for prospecting stage, convert them into sales opportunities, accounts, and contacts with a single-click
  • Customize Sales process for B2B and B2C business scenarios

What are Leads?

In Aqua CRM, leads are considered as raw details of company, person or business opportunity. These areunqualified sales opportunities gathered at various situations, viz. trade shows, seminars, advertisements, purchases from external sources and other marketing campaigns for the purpose of sales.

What is Lead Management?

Lead management is an important business process that combines tools with techniques to enable effective leads generation, management and tracking of new sales opportunities. In Aqua CRM, lead management is a powerful solution to automate and enhance the most inconsistent, disorganized and error-prone processes involved in acquiring and tracking leads through their entire life-cycle.

The different stages in AquaCRM’s lead management process are:

Lead Generation
Lead Allocation or Distribution
Lead Qualification
Lead Conversion

Lead Generation

lead-generation-methods

lead-generation-methods

Lead generation refers to the capturing of consumers interest towards products or services, who may be interested in a purchase. These sales leads are captured through various sources, viz., campaigns, exhibitions, referrals, phone calls, branding, etc. Aqua CRM provides you with different methods to generate leads: Form Filling, Quick Create, Importing, Web Forms and Developer API.

Lead Allocation or Distribution

Manually assigning new leads to specific individual (owner) can be tedious. Aqua CRM allows you to create a workflow rule to assign new leads to sales persons based on specific criteria, such as geographic region, activity, etc.

Lead Qualification

lead-qualification

lead-qualification

With the scope for further follow ups, the lead qualification process is essential to lead generation. This stage separates the sales ready leads from the general inquiries that are entered into Aqua CRM.

Lead Conversion

Once there is scope for business opportunity through further negotiations or follow-ups, a Lead is transformed to Account, Contact and business opportunity.  At this point, lead management  process is complete and there is no reverting to Lead process.

lead-conversion

lead-conversion

What do I Gain from Aqua CRM’s Lead Management?

Across all industry sectors, marketing campaigns and brand promotion activities are the initial steps to finding and attracting new customers. However, you must effectively nurture the leads until they grow up to prospective buyers. Aqua CRM’s lead management process provides you the necessary tools and techniques in acquiring and tracking leads through the entire life cycle.

Your Benefits

  • Manage a 360 degree view of the leads’ life cycle (from creating leads to converting them into business opportunities)
  • Capture leads online using Web-to-lead form and manage effectively in Aqua CRM
  • Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
  • Facilitate faster sales Lead Distribution through the lead assignment rules
  • Qualify leads to next stage based on the information captured in lead details
  • Customize lead management process (B2B and B2C business scenarios) as per your organization sales process
  • Standard reports and dashboards bundled for a fast learning curve
  • Export leads data to spreadsheet software for further data analysis


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Webmail Module for effective referral marketing campaigns

Qualifying Incoming mails

Case 1: If the mail comes from a undefined user on qualifying new contact will be created in the CRM and mail will be attach to newly created contact.

Case 2:If a mail has come from a lead then qualifying the mail to attach the mail to the lead.It will not create any contact.

Case 3:If with same mail id a Lead and a Contact is present then qualifying the mail will attach the mail to the Lead instead of contact.

Case 4:If Lead is converted to Contact then if we will qualify any new mail then the mail will not get attach to the contact but to the already converted lead, if we will access the lead through direct URL(putting record id) then we can see the qualified mail attached there.

If I will delete the converted lead then further qualifying mail will attach the mail to contact.

Case5:If two contacts are there with same mail id then qualifying a mail will attach the mail to the first contact got created in the CRM not to the second one.If i will delete the first contact then the mail which will get qualify after wards will get attach to the 2nd contact.

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Generate Effective Marketing Campaigns

In a typical business environment, the sales operation is dealt with by spreading the total work load into sections and zones. Each section has in turn sales directors, managers and executives in charge of each zone. And based on various factors, sales targets and quotas are allotted to each zonal department. Forecasting provides a means for analyzing how each zone is performing with the allotted quota and thus gives an insight on what can be achieved in revenue.

Campaign Management with AquaCRM

Generate Effective Marketing Campaigns

  1. Plan marketing activities and develop campaign hierarchies by outlining the campaign objectives
  2. Define the campaign success metrics and measure the campaign effectiveness (ROI) by linking directly to the leads and opportunities
  3. Track all customer inquiries related directly to the marketing campaigns
  4. Track sales closures related directly to the marketing campaigns
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