Customer Relationship Management
with integrated Task Management
|ACRM is the automated tool to maximise efficiency and productivity of the sales management process.|
|ACRM is the automated tool needed to improve productivity and maximise efficiency of the account management process.|
Customer Service Management
|ACRM is the primary tool needed to boost efficiency and maximise good customer service methods of working.|
|ACRM is the foundation of highly efficient broking, comprehensive procurement and productive business associate interactions.|
What is a customer?
|A customer in this CRM context may include:-|
1. A existing company who has bought product-services.
2. A potential company (prospect) who may buy product-services.
3. A supplier who has provided or may provide product-services.
4. A business associate, partner, vendor, manufacturer involved with the business.
5. A staff member, contractor, executive, shareholder or owner involved with the business.
|The CRM holds information about living people that is subject to:-|
1. European Data Protection Directives. ACRM complies with these directives as identified in the DPA web page.
2. UK Privacy and Electronic Communications Regulations. ACRM complies with these regulations as identified in the PECR web page.
|ACRM incorporates customer relationship management with workflow and task management - diary and calendar. Tasks record events and what was done and what was said. Tasks schedule future events with when and who is responsible. Tasks index attachments as uploaded documents. Tasks include emails to customers, suppliers and other users. Tasks include shared messages, forum and discussions groups.|
|If you can remember everything that is on-going with all your customers, then you may not need a task management service. For people who need to manage with high levels of efficiency, then task management can be indispensible in scheduling what needs to be done, when it needs to be completed and who is responsible.|
Any hourly diary, a daily diary and a monthly calendar are integrated to enable any number of people with work in an integrated way. Tasks can be scheduled, tasks can be marked when complete and task escalation can cope with bottlenecks and delays.
Bookings, Appointments and Reservations
|People and/or assets can be booked as events in a diary. Where an asset such as a conference room or pool vehicle is shared by many people, then bookings can be made and shared. Where an appointment to see a busy person is needed, an appointment request can be made and shared.|
|ACRM includes built in online tuition to improve the skill and productivity of its users. While most people will find using the CRM self evident, to maximise productivity, the best working procedures are documented and shared with all. Tips, guidance and advice may look trivial, but when all users are working in exactly the same way, then productivity is greatly improved. When new people arrive, they can be quickly asimulated into the existing culture so they rapidly become effective member of the team.|
|ACRM enables any number of people to collaborate with shared information about customers, contacts, messages, tasks and documents. People may be authorised to schedule work for others as well as schedulig their own tasks. Collaboration with other customers and other companies is and advanced kind of email where data is shared in real-time between all authorised people. People do not have to work for the same company to collaborate - data can be shared with any authorised person in any company.|
|ACRM includes a comprehensive customer quotation service that can help sales people maximise their productivity (and earnings). For a selected customer, the quotation button is pressed to popup the new quotation form where relevant product services can be selected. Pricing can be fully automated or manual based on the business requirement, when the quote is complete, the "send" button is pressed. In accordance with PECR legal obligations, an email is sent to the contact to request that they formally opt-in to the marketing message. When the contact confirms their agreement, then the quotation is shown with a set of action buttons. The contact can accept the quotation or can request further information - the sales person is instatly informed as to when the contact views the quotation and what action they have requested. Efficiency (and higher revenue) comes from real-time interactions with shared information.|