More CRM Software

CRM-UK can guide you through the process of choosing which CRM solution is best for you.  Our portfolio covers all the bases.

CRM-UK initially identify the high level issues, requirements and objectives of your business before making any recommendations.  Your current IT infrastructure is also important when deciding which CRM system best fits your business.

Here is a real example of a high-level requirement:

We would like all email communication to be tracked automatically against our CRM System.  We do not want to rely on the users to do it manually.  We also have several ways of sending and receiving email including:

• Microsoft Active Sync with our Windows CE PDA mobile phones
• Outlook Web Access for when our users are on the road or in hotels for example
• Microsoft Outlook, our company use Microsoft Outlook as the standard email client

Our recommendations would at this early stage clearly identify Gold-Vision CRM as being the way forward.  Gold-Vision tracks your email at the Microsoft Exchange mailbox level which means it does not matter how emails are composed, so long as they are sent and received by your Microsoft Exchange server.

Here is another example of a high level requirement:

Our sales team have clear targets with regards to the number of appointments they make each day.  Currently too much time is being spent at home or in the office updating our current CRM System.  Our sales team require the ability to update the CRM system immediately after an appointment so that information about the appointment is not forgotten.

Clearly what is required here is a CRM system that can be used off-line.  Our recommendation at this stage would be to consider GoldMine Premium Edition.  GoldMine Premium Edition includes off-line synchronisation.   Appointment notes can be updated in the car, for example, with a laptop throughout the day or even throughout the week.  These changes can be synchronised with the office at the touch of a button either from home via the Internet or VPN or when the sales team are back in the office.

If you are experiencing problems with your current CRM system or if your CRM system comprises post-it notes and Excel spreadsheets, why not contact us or give a call on 01295 722826?