CRM - Customer Relationship Management System

The preferred source for customer relationship and business management intelligence

 

In today's world, 'information’ is the new hard currency. Gathering data is easy - however, knowing how to transform this data into meaningful,valuable information is an entirely different matter. It sometimes seems that it would be easier turning lead into gold. You have so many questions yet so few reliable answers.

Questions like:

  • How can I achieve greater success in attracting new customers and closing deals faster?
  • How can I optimize costs and utilise my channels more effectively?
  • Are you able to monitor your sales pipeline in real-time?
  • What do our clients expect from us and what is their worth?
  • How fast can you analyse and successfully respond to trends?
  • Are you able to analyse and act on key performance metrics through comprehensive reports and dashboards?
  • Is your company able to measure and manage customer satisfaction and customer loyalty up close?
  • Are you satisfied with the way your current applications automate business processes? Formalise best practices?

 

If you are unable to confidently answer any of the above questions then you need to seriously consider integrating Dynamic Works EasyConsole CRM into your business plan to facilitate your company's ability to execute its strategies and achieve its corporate goals.


Customer Relationship Management - CRM - Screenshot

Behold the power and flexibility of EasyConsole

 

Dynamic Works EasyConsole CRM is a new breed of customer relationship and business management system that provides granular drill-down trending analysis, tracking intelligence, inter-application and integration of data across multi-tiered hierarchies and databases, from small office environments to geographically dispersed cross-organisational functions and locations. Dynamic Works EasyConsole CRM harnesses the true value of customer-centric relations, integrated communications and business management by making information intelligent. Dynamic Works EasyConsole CRM is powered to provide an immediate real-time, comprehensive, 360 degree view of a customer’s or partner’s profile. At long last, understand holistically and in real-time who, what, where and when data has been collected, distributed (inventory and distribution management integration) and sold (sales automation and compliance management).

Dynamic Works EasyConsole CRM helps you to make more informed decisions ? Know for certain what products and services are in your sales pipeline now and which are on back order; track your company's sales performance locally, regionally, nationally and globally; rifle rather than shotgun your sales successes across your company's territories; analyse and act swiftly on key performance metrics through comprehensive reports and dashboards.

This is just the beginning. Dynamic Works EasyConsole CRM is your ultimate compliance management engine. Track and report product and service movement and transactions across the complete supply chain. Manage and operate your business from within a single software application. Integrate your database silos with a centralized EasyConsole CRM. In fact, Dynamic Works EasyConsole CRM is one of the only CRM systems today that seamlessly integrates with Content Management Systems (CMS), Computer Telephony Integration (CTI), Enterprise Resource Planning (ERP) systems, Compliance Management, Inventory Management, Cold and Supply Chain management systems, MRI and remote diagnostic systems… the list goes on and on since Dynamic Works EasyConsole CRM is database agnostic!

Lead Management

Lost revenue is often a result of allowing prospects to fall through the cracks. With lead management, however, every lead is promptly routed to the right salesperson. What’s more, leads can be tracked and managed through the entire sales cycle, from initial identification to final sale.

Feedback Management

By capturing customer feedback across all channels of communication, salespeople can capture a better understanding of the needs, wants and buying patterns of their customers. Furthermore, armed with feedback from countless touch points, a company can establish the processes required to deliver an optimum customer experience.

Order Management

By capturing customer feedback across all channels of communication, salespeople can capture a better understanding of the needs, wants and buying patterns of their customers. Furthermore, armed with feedback from countless touch points, a company can establish the processes required to deliver an optimum customer experience. When more than one department plays a part in processing an order, the margin for human error grows, as does the mound of paperwork. With order management, however, quotes are easily converted to orders, modified and saved in a single system.

Email Management

One surefire way to anger your customers is by failing to respond to their emails. These days, email correspondence is used to log complaints, issue requests and offer feedback. Fortunately, email management can chronicle customer-related communications with automated tracking of customer emails. As a result, emails can be responded to in a timely fashion, and end users can establish alerts if a message has not been handled within a predetermined time frame.

Real-time sales, inventory and distribution funnels are simply a key-stroke away.

What and where and who are the movers and shakers!

Track and report product and service movement across the complete supply chain.

Comprehensive audit trail for compliance regulations (multi-source to multi-destination)

Stay 5 steps ahead of the competition

Capture local, regional, national and international trending to rifle opportunities NOW before your competition figures it out.

Keep Compliant - (KYC) Know Your Customer Enhanced

  • What you don’t know can hurt you - Ignorance is not bliss!
  • Penetrate deep into the behavioural business character of your clients to effectively satisfy and respond to their current and future needs.
  • Use CRM to record, analyse, and report on specified types of contacts, as well as their adherence to compliance requirements.
  • Know what data is confidential and what is not.
  • Capture specific types of customer interactions through reports and statistics
  • Capture / record valuable business intelligence (Historical) for future decision-making and secure audit trails.

Open Architecture for Systems Integration.

Fully compliant and seamless systems integration with the following operating environments:

  • Banking (Commercial and Retail, Point of Sale systems, i-flex Flexcube, Infosys…)
  • Financial Services (Insurance, Securities and Investment)
  • Utilities (Water, Electricity, Energy)
  • Health Information Management Systems (HMIS)
  • Hospital, Clinic, Diagnostic Centres, Pharmaceutical, Telemedicine…
  • Laboratory Information Management Systems (LIMS)
  • Distribution Management Systems

Telephony Integration and Call Management

  • EasyConsole CRM integrates with your Telephony using it's own Computer Telephony Integration (CTI) interface allowing you to easily and fully manage your incoming and outgoing calls.
  • When EasyConsole CRM CTI innovative add-on is in place and the telephone of a user rings either for a direct or transferred call, a discreet client popup automatically opens displaying the account and/or contact name of the caller. The user can then click on the name to view the caller's basic information or he/she can click on a link that can lead to the CRM providing an advanced customised caller view. Using the client tool, users can also search for accounts or contacts and quickly make telephone calls with a click of a button.
  • Quick notes can be taken on both incoming and outgoing calls which are automatically related with the historical record of client. Other CRM users can automatically be  informed on calls by email or SMS.
  • Call information such as caller, recipient, date, time and duration of a call are constantly being logged allowing the production of extremely valuable reports that can help you improve your customer service and drastically increase the productivity of your organisation.

EasyConsole CRM integrates with a wide spectrum of applications and management functions:

 

  • Customer Service Call Management
  • Customer and Partner Information Systems
  • Help Desk Management
  • Network Asset Management
  • Operations and Maintenance
  • Project Management
  • Inventory Management Systems
  • Enterprise Content Management Systems
  • Biometric Signatures (hardware agnostic)
  • Door Access Systems
  • Enterprise Resource Planning (ERP)
  • Human Resource Information Systems (HRIS)
  • Sales and Marketing Automation applications
  • Document Management Systems
  • E-Commerce systems
  • Data Warehousing
  • Intranet / Social Networking
  • E-Learning
  • Telemedicine
  • Corporate Media Communications applications (Web Conferencing, Voice Conferencing, streaming media, Internal (Intranet) e-Messenger/Chat, e-mail, SMS)


 

Single Customer / Partner View

  • Single Customer / Partner View
  • A single, integrated view of each relationship across all touch points (telephone, fax, e-mail, SMS, in person) for an in-depth understanding of the profile of the customer, partner, manufacturer, distribution house and supply chain.
  • Sales reps can view all contact and account information, as well as a customer's purchasing history, from a central location. And reps can better manage their to-do lists by establishing alerts notifying them of upcoming tasks and events so that each customer is treated in an individual manner.

Comprehensive and Sophisticated Workflow Engine

Customize per level of complexity how tasks are structured, who performs them, what their relative order is, how they are synchronized, how information flows to support the tasks and how tasks are being tracked.

Identify and mine key relationships

  • Understand that the greatest ROI comes from highest-value customers
  • Identify key performance and operations metrics to promote greater efficiencies.
  • Devise strategies to acquire clientele that fit the "ideal relationship" profile
  • Identify the 20% of the customers and partners who deliver the 80% of the revenue

Trending for greater business intelligence.

  • Consolidate, classify, navigate, sort and analyze data received internal or external to the client organization, across varied corporate, vertical and affiliate hierarchies locally and internationally and filter this data into report patterns to impact customer, partner and business management success.
  • ntelligently rifle key sales, marketing, inventory and distribution targets and make more informed business decisions for optimal results.

Centralized Knowledge Management Base

The only global enterprise CRM that is database agnostic! Capture information from multiple database engines and make this information intelligent through customized and template analytics.

Powerful enabler of customised communications, customer service and relationship analysis.

Achieve an increased understanding of the relationship and process flow through a consolidated record of information covering product and channel distribution, product holdings, Product movement and customer activity on a transaction by transaction basis and provide a detailed evaluation of the status of the relationship throughout the business supply chain.

Scalable and modular for when you need it

Multi-tiered and scalable open relationship management system that can be implemented for light to enterprise levels either on a standalone PC (Applet) or as an enterprise distributed system using relational database products such as MS SQL and Oracle.

All-Inclusive Data Versioning and Rollback

Protect from loss of changes / modifications to previously saved information. Access and view the story of life of all data since the day of its creation.

Growth strategies drives profits

  • Efficiently focus on pursuing increased sales, lowering delivery and distribution costs, fostering long-term relationships and new customer acquisition throughout the supply chain.
  • Pinpoint net present value of relationships (NPV), expected value of relationships (EVC) and total potential value of relationships.

Market Timing is Everything!

Efficiently gauge the ideal timing for new service introduction and drive increased customer satisfaction in the customer service centre and generate incremental revenue with intelligent service cross-sell and up-sell at the point of service.

Aggressively speed up response times

  • Target the right customer at the right time and enjoy significant operational improvements through automation.
  • Comprehensive, simple to use, user-defined search and retrieval capabilities

Opportunity Management and Forecasting!

Don't promise what you can't deliver. Opportunity management and forecasting provides a complete view of the sales and production pipeline so that businesses can accurately and quickly handle the orders they're generating.

Marketing Campaign Analysis

How do you know if you're getting the bang for the buck you've invested in a marketing campaign? CRM solutions can help monitor and analyze your advertising efforts, from trade shows to direct mail, so that every marketing dollar spent is spent wisely.

Marketing Revenue Tracking

So positive customer feedback isn't enough to convince upper-management that a costly marketing campaign produced results? With marketing revenue tracking, a company can identify the marketing activities that generate the most sales revenue by directly linking every sales dollar back to its related campaign.

Reporting

From standard templates to heavily customized documents, EasyConsole CRM can generate detailed reports featuring contact information, opportunity pipeline information, lead-status analyses and specific customer case studies. In the end, these reports are an ideal way to organize your organisation's collection of customer information and insights.

Intelligent Customer Relationshp Management - CRM by Dynamic Works.

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EasyConsole CRM Solution

includes:

  • Single customer / partner / hierarchical view
  • Centralised knowledge management base
  • Compliance ready!
  • Drive focused relationship value propositions
  • Customer service and customised communications
  • Opportunity management and forecasting
  • Order management
  • Powerful, all-inclusive workflow Engine
  • Unsurpassed report generation capability
  • Project management tracking
  • Marketing campaign analysis and revenue tracking
  • Dashboard customisation
  • Comprehensive analytics creation

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