ClientNet CRM

As the number of clients and employees you have grows, it becomes more important to implement a CRM package to manage your communications. To achieve long-term success your business needs to be built on strong foundations including strong relationships between clients, suppliers and employees. Does your business use a systematic method to track and report on the communications and relationships between these three parties ?

ClientNet CRM is ideal for this purpose. Employees have a centrally accessible method to record their interactions with clients and suppliers. By attaching invoices and quotes, you will accurately track the behaviour of your clients. You will also see the history of your suppliers if you follow the same process. ClientNet CRM integrates onto your backend accounting package to provide accurate synchronisation between backend systems.

How can ClientNet CRM help you?

ClientNet CRM is unique software developed to address the main shortcoming with alternative systems; how they deal with relationships between entities. Most CRMs enforce rigid structures around how you define relationships, even though we all know that business relationships are fluid.

Traditional CRMs focus heavily on "Parent-Child" relationships, where one record "owns" another. As an example, Joe Bloggs works either for ACME or for Spacely Sprockets. Traditional CRMs struggle when it comes to stipulating that your contact works for both companies as an external consultant. If later in the future he were to obtain move to a new employer, or change from a part time to a full time position, his links to previous companies will vanish. This does not sound too limiting until you consider that business relationships do not just occur between businesses - they also occur between individuals. Losing your ability to track relationships between individuals within a company and between companies will harm your relationships and decrease future leads for you.

One of the most important types of relationships are referral networks. Typical "parent-child" contact software does not adequately reflect these types of business relationships.

Imagine if you could define each record with full control to its relationship with other records. Each record can be a company, organisation or person. ClientNet CRM clearly shows how relationships are operate in real life.

How can you expect your staff to understand and draw on the full potential your business relationships if your systems are not capable of simply and accurately recording those relationships ?

As well as defining relationships, ClientNet allows you to set up client profiles to clearly categorise and to assist with reporting on clients by every category and type which is important to your business.

Each time a staff member makes contact with a client or supplier, they make a quick note to keep others informed of their progress. Imagine the time saved when problems occur if you have a central place where you collate information. You will not have to go around to each employee and check what was said, promised, faxed, emailed etc.

The history you note about a client or supplier will also greatly help long-term relationships between you. If you find out their birthday or personal hobbies, note it down, and surprise them when the time comes around. What one employee finds out about a contact will be shared to other colleagues. This is the epitome of the learning organisation. Leverage the power that efficient sharing of information will bring to your business.

What about those problem clients or suppliers? When a problem occurs with them, or they become a liability, can you quickly inform your employees to stop certain interactions until the matter is resolved ? ClientNet CRM will provide this mechanism.

You can access ClientNet CRM using most Internet browsers, including those available on PDAs and mobile phones. You will get all the benefits listed above from almost any global location which has Internet access. No installation required. Just bring up the browser and start working. You mobile sales staff will be more productive if they have the relevant information for their clients or suppliers within quick access. ClientNet CRM provides the mechanism for this quick access.

How can Communicat help you?

Communicat will implement a software solution to centralise and manage your relationships with external parties. In consultation with your business, we will analyse your needs and make recommendations which will increase your productivity and efficiency.

Let us show you how ClientNet CRM will assist your client support operation and your sales team. Our expertise will help you through issues which includes:

• System design and tailoring to meet the needs of your business
• Setting up information kiosks for mobile users
• Support
• Training
• Integration with financial software

ClientNet CRM features

Ability to inform your staff with simple and clearly defined relationships between records. (need to place multiple tree diagram showing the following combinations: company(one)-individual(many), company(one)-company(many), individual(one)-company(many), individual(one)-individual(many).)

Each record has its own set of notes and profile. Notes are typically used to store information gathered over time including attached files. Profiles offer a quick collapsible tree representation of special considerations, pros and cons of interacting with the record (i.e. company or person) etc.

ClientNet CRM has the ability to segregate contacts to territories. Allow your employees to search over their assigned territory, or to lock up any contact within the whole database.

This software package is accessible through standard web browsers available on PCs, Apple Macs, PDAs and mobile phones. After setting up a VPN your employees can access the information anywhere they have access to the Internet while still maintaining a high level of security. This also means there is no installation required on your employees' computers.

ClientNet CRM has the functionality to provide an extranet option for self-service by suppliers, clients and partners. You can offer them the ability to modify their own records to make it easier to maintain up-to-date information.

ClientNet CRM has a range of optional modules to compliment the requirements of your business. These modules include:

• Advanced profiling system
• Attachment library (photos, drawings, scanned documents, Word docs, spreadsheets etc)
• Quoting
• Invoicing, orders and electronic documentation
• Transaction processing
• Electronic banking and Credit Card processing
• Warranty tracking
• Credit control and Debtor collection
• Sales order tracking
• Purchase order tracking
• Human Resources
• Clients service tracking
• Warranty tracking
• Timesheet entry
• Other modules can be developed upon request.

ClientNet CRM will also interface directly to your financial and accounting software. Compatible software packages include:

• Microsoft Dynamics GP (Great Plains) (Read and Write)
• Sun Systems SQL (Read and Write)
• Arrow Accounting SQL Version (Read and Write)
• Arrow Accounting Dataflex version (Read Only)
• Accpac SQL (Read and Write)
• Other systems - please ask

More Information

For more information on ClientNet CRM please contact us