Customer Relationship Management

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Customer Relationship Management

Actively managing the knowledge of your business, the Inforgen Customer Relationship Management (CRM) module enables your organisation to be ultra responsive and proactive, guaranteeing the best customer service. It allows you to communicate the right information to the right people at the right time.

The Inforgen CRM module provides up-to-the-minute information on individual customer activity including targets, sales activity, promotion, requirements, as well as support and service levels. This knowledge allows your sales team to react responsively to emerging and current market requirements, resulting in appropriate and enhanced customer service.

Create and manage customers

Customer records can be easily searched to find existing customers
Through the public website, customers can edit and update their details, view transactions and submit queries
Customers can be organised into groups for easier campaign management
All customer activity can be easily viewed and managed

Document Storage and Retrieval

Customer orders, invoices, etc can be easily retrieved and reviewed.
A log of all communications with the customer is displayed
A log of all tasks for each customer is available

Campaign Management

Set up emails, etc aimed at specific requests
Customers can 'opt in' to receive targeted mailing
Dynamic filters allow you to create targeted campaigns
Customer details are automatically updated to the campaign manager
You are able to set promotions to reach locally and/or globally
Allows customer participation in product development, special offers and business enhancements

Real-time reporting