Easy to use, yet rich in
functionality!
Legrand® CRM is not just another
contact management system; it is a fully relational system linking
Companies, Contacts, Marketing, Sales, Calendar and Customer Service Issues.
It delivers all the
customer management functions your growing business may
need:
- manage
companies/organizations – Legrand® CRM is a Customer Relationship
Management
(CRM)
software system designed to manage all aspects of your
business relationships. In one
super-informative
view you are provided
with all essential customer information and most
recent interactions.
- manage contacts– Easily
manage contact information, track any type of activities with your
contacts,
create and recall any number of mailing lists and groupings,
perform mail-merge, etc.
- manage marketing campaigns–
implement marketing campaigns and measure their
effectiveness.
Track who
responds to a campaign and the sales opportunities that are created
as a
result of the campaign.
- manage sales opportunities
– Legrand® CRM enables you to track sales opportunities by territory,
product category, sales agent and your own user-defined fields. Create
sales graphs with a single
mouse-click, and export these to Word or Excel.
- manage a group calendar –
Legrand® CRM uses Microsoft Office for reporting and mail-merge,
works with
WinFax PRO. You can export data direct to Excel using a right-mouse click.
- manage customer service
issues (PRO and CORP versions) – Track Customer Service issues
as they
arise and manage each one all the way through to successful
completion. Legrand® CRM
automatically
creates an activity record any time
there is a change in the status of the service issue
or whenever the
service issue is re-assigned to another staff member.
- work seamlessly with
Microsoft Outlook – Legrand® CRM does not attempt to replace Microsoft
Outlook, it works seamlessly with Outlook. Transfer Contacts,
Appointments, Tasks and Emails
to/from
Outlook with a single mouse-click
and syncrhonise the information on demand.
- work seamlessly with
Microsoft Office – Legrand® CRM uses Microsoft Word for mail-merge and
provides one-click exports to Excel.
- answer the most frequent
question – Legrand® CRM provides a quick answer to the most frequently
asked question: "What's been happening?". The on-screen activity report
enables you to quickly
report on any activity notes over any period of
time for customers that meet a number of specified
criteria. The resulting
on-screen list can be printed out, exported to Excel or you can simply
drill-down
into any activity history for full details.
- Build your own reports –
while Legrand® CRM delivers a variety of reports you can develop your
own
special reports using any ODBC-compliant report writer such as Crystal®
Reports, Microsoft
Access
or Visual Basic.
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