CRM EVO BASIC

The benefits of implementing a CRM solution are frequently qualitative and more difficult to be measured quantitatively (by ROI – return on investment, for example). It is widely accepted that a CRM solution is essential to any company with more than 3 employees and a period of 6 months is usually relevant for reaching evident benefits in their regular activity.

  • sales activities automation;
  • creating – managing – analysing of marketing campaigns;
  • customer care;
  • analyses / reports, inventory / activities calendar, intranet / webmail.

Modules and sub-modules:

  • Marketing – Campaigns, Contacts, Research, Potential;
  • Sales – Sales agents, Customers, Price lists, Offers, Sales orders, Invoices;
  • Customer Care – Customer Portal, Workflow, Frequently Asked Questions, Tickets, Helpdesk;
  • Analysis – Reports, Control Panel;
  • Inventory – Purchase orders, Products, Services;
  • Tools – Webmail, Documents, Calendar, RSS flows/news, VOIP integration;
  • Administration – Users / roles / profiles / groups, Rules for accessing modules / fields, Monitoring / audit / history, Notifications / alerts, Template documents / emails, Currency / taxes, Encoding / indexing entity modules, Server backup / proxy;

CRM EVO PREMIUM

Based on Microsoft Dynamics CRM

Optimize your sales operations using intelligent and easy to use features available in Microsoft Dynamics CRM. Take advantage of an intuitive interface and embedded Microsoft Office capabilities in order to increase the time assigned for customers, to shorten the sales cycle and increase the number of clinched sales and also to get a real-time view on the business.

  • Planning
  • Potential customers
  • Opportunities
  • Accounts
  • Time-saving solutions
  • Management
  • Workflows
  • Mobility
  • Analysis

Customer care for customer service management. Users have the advantage of familiar features and interface allowing them to unfold their activities within a customized environment. The solution offers support to professionals in the field of customer services, showing them an insight of the processes and actions to be followed, step by step. All these lead to an organization characterized by connection, collaboration and integration.

  • Accounts
  • Analyses
  • Cases
  • Contracts
  • Knowledge
  • Mobility
  • Services schedule
  • Workflow
  • Marketing

Benefit from a management solution for marketing activities provided by a flexible CRM, easy to use, designed to perfectly fit your business. Turn your customer relationships to a marketing opportunity and take advantage of the undiscovered potential of your customer database. Using predefined marketing features and intelligent reporting tools within Microsoft Dynamics CRM, you can get more effective sales, improve productivity and gain increased visibility of the marketing actions results.

  • Data
  • Partition
  • Planning
  • Execution
  • Reactions
  • Potential customers
  • Time-saving solutions
  • Workflows
  • Mobility
  • Analysis
  • Extended CRM

The organizations need to manage the relationships that can lead to success – relationships with employees, partners, suppliers, distributors, retailers and many other business partners directly concerned. Microsoft Dynamics CRM can be easily extended to manage all these scenarios. „Extended CRM” or xRM can magnify the value of all relationships, can lead to operational excellence and can clarify the business outlooks.

  • xRM platform
  • Solutions management
  • Workflow
  • Systems management