Manage Customers (CRM)

CRM Software customer management

From the customer’s module, you can quickly manage customers interactions with current and potential clients in one place. All customer-related activities can be updated from here, so there’s no need for the double entry of customer information, also, customer records are automatically synchronized with your accounting software. You get a total overview of your customers and record information including customer contacts, discounts, job history, sales history, purchase history and deliveries.

SAm Customer overview Screen

Multiple Sites

Do you have customers with multiple sites? The customers’ module records all of your customers’ operating locations. Also, if a client has a favourite mobile worker or you have people operating closer to a particular location, you can assign engineers to that location. This way when a SAM user creates a job, they will only be able to send the preferred mobile worker.

Reports

Management can gain a broader insight into customer interactions by quickly generating reports. There are several customer reports that are already available, also, we can create reports based on any customer information recorded by SAM, our sales consultants can take your requirements and the requested report will be waiting when your system is installed.

Features

Customers Details screen

Contacts – Add relevant contacts for each client, these contacts are for Selected Customers are listed under the ‘Contacts’ Tab. New Contacts can also be added here by clicking the new button at the bottom of the popup window.

Manage Customers Site Addresses – If your customer has several offices, and a number of contacts for each individual office, you can enter the site address for each office.

Manage Customers Discounts – There are many options for you to apply a customer discount. Customers can be split into various categories and then will receive the discount for that category. Also, you can apply a fixed sales price or discount by percentage or a specific amount.

Credit Control – For customers who are already part of the Sage Accounting software database, SAM can check their current account status. This is updated every time the SAM synchronizes with Sage.

Currency/Tax – Companies with an international client base can still add and trade with these clients using SAM. If you have international clients you will need to change their currency and tax details on their customer record.

Benefits

Brand Affinity – Customers want to buy from businesses they know and love. When armed with a customer database, you have the ability to build brand affinity by sending out marketing emails to people that have opted to receive them.

Develop Customer Loyalty – A customer database allows your business to identify the most loyal and profitable customers. You can communicate with your customers through email marketing and engage with them to build further brand loyalty.

Provide Better Customer Service – Happy customers equal good business. Database marketing allows you to develop a stronger relationship with your customers.

Fast Access to Customer Information – managing and maintaining a loyal group of customers is one of the key benefits of a customer database. these are customers who have purchased from you in the past. The desire to purchase from your business again is higher than it would be if you were prospecting for new customers.

Launching New Products – A captive audiences when rolling out new products to a small segment of your database is a great way to test the water before launching it on a wider scale. You can target an audience based on information from your customer database.

Read about the four fold mission of customer success



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46- 48 Alfreton Road

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