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CRM-project example

 

 

CRM Business objectives:

Increasing sales volume:

  1. Telemarketing control.
  2. Realizing cross - selling opportunities.

Improving manager effectiveness:

  1. Analyzing employee capacity.
  2. Customer interactions basing on the business process.

Dealer relationship management:

  1. Equipment set cost calculation.
  2. Automating the documents flow.
Better communications between sales and technical department.

Creating analytical reports.

Control over internal and external documentation:
  1. Integration with an accounting system.
  2. Tracking the documents processing.

Effective customer relationship:

  1. Customer segmentation basing on the sales volume.
  2. Customer credit control.
  3. Calculating average service price for every customer.
  4. Tracking the traffic limit exceeding.

Highly targeted marketing campaigns:

  1. Organizing information about sales and campaigns.
  2. Analyzing campaign results.


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