Customer Relationship Management (eCRM)
Committed to managing winning customer relationships
EasyConsole eCRM is a customisable browser-based Customer Relationship Management tool. It is also fully supported by an EasyConsole security system that incorporates users-to-groups-to-levels write and access priorities, assigns specific action controls for each security group, including IP filtering and logging to name a few.
Contacts are initially saved (or imported) and categorized in a well-structured SQL relational database. Contacts and contact categories can be registered, for example, to Newsletter Engine lists.
The Newsletter Engine is template-driven and uses a multi-threaded mass-mailing system to send personalised e-mail or SMS. The newsletter can contain embedded HTML code without requiring the Administrator to have any programming skills as it is fully template-driven. The Administrator can choose from a set of predefined templates and hence, select the appearance, type and style of the content.
EasyConsole eCRM can be fully integrated with EasyConsole CMS, an extremely useful benefit when it comes to accepting information from "web" users. For example, when a user sends in an online application, the EasyConsole eCRM system can use the customer's email and name to detect whether that specific customer is new or has previously sent queries or applied in the past or whether this person is already a customer, relate the data accordingly and send it to the user's fingertips.
Benefits
- A single, integrated service and view of each customer across all touchpoints (e-mail, fax, sms, phone, web).
- Effectively "Know Your Customer" to effectively satisfy and respond to their current and future needs.
- Make effective business decisions, make intelligent recommendations to further enhance the customer-centric decisions.
- 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.
- Inspire greater brand, service and corporate awareness.
- low cost of ownership through a flexible, open architecture and productive implementation tools.
Features
- Browser-based, so it can be accessed from anywhere
- Search and provide client-specific information at the user's fingertips in one user-friendly view from anywhere.
- Keep date, time and duration-stamped notes, diaries and follow-ups for communication with customers.
- Complete history of prospective and existing customer communication.
- Create and send personalised HTML e-mails, SMS messages or faxes to lists or groups of customers using EasyConsole Newsletter Engine.
- Share calendars within your workgroup and view daily, weekly and monthly calendars for individuals or selected users or groups.
- Internal messaging with e-mail / SMS integration.
- Generation of reports and graphs in company-defined format
- Efficient extraction of current branch or office and share or secure priority access of cross-corporate client-specific info.
- Client-specific "alarms" for possible up-and cross-sell
- Granular client-specific application and transaction request information
- Corporate and/or Personal Data
- Customer/Sales Funnel to close with individualised and/or corporate "win/loss" analysis
- Customer Revisit for later follow-up
- Applications, Cancellations, Reconciliations, Amendments, Claims, Receipt history and more...
- Fully Customisable
- Developer's Toolkit
Security
- All users, both local and remote, can access the database in real-time so all changes are made to the master database respecting each user's security rights.
- System Administrator can add, modify, and delete user groups.
- Define different privileges for different user groups
- Assign one user to several user groups
- Search for users by keyword.
- Add unlimited users to the system.
- Optional IP filtering for enhanced security
EasyConsole eCRM is a powerfully yet easy-to-use customisable browser-based CRM tool. EasyConsole eCRM's full integration with EasyConsole CMS makes a very powerful all-in-1 solution that helps you manage winning customer relationship strategies.
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