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crm

What is OctoWare CRM?


    OctoWare CRM or (Customer Relations Management) is a stand-alone software application & also an integral part of the (OctoWare e-Business Suite) which is a full-blown software e-Business suite & the flagship product of OctoSoft. OctoWare CRM automates all the essential business processes a business would need to manage; communications with customers and process/execute business operations of marketing, sales, consultation, technical-support, customer-care & information/help desk.

Who needs OctoWare CRM?


   All types of businesses of all sizes from SMEs "Small to Medium Enterprises" to very large international enterprises would essentially need and benefit from OctoWare CRM, however, to be more specific and focused we find the following would be mostly interested;
  • Commercial businesses selling products; these businesses regardless of the category of products they sell, are challenged and enervated everyday by the massive & hectic work load of manually or semi-automatically processing all the routine processes of communicating with customers and managing the content of the data/information that is exchanged with customers, from marketing campaigns to closing sales.
  • Commercial businesses providing services; these businesses regardless of the category of services they provide, are mostly dependant on "customer satisfaction" which is the key factor to retain their customer base and enrich/expand it with new customers. Adopting modern IT-dependant systems like "OctoWare CRM" makes perfect sense in ensuring flawless handling/executing/planning the operations of; customer care, technical support, consultation & information/help desk.

Why invest in OctoWare CRM?


   Investing in an integrated CRM "Customer Relations Management" application like (OctoWare CRM) gives your business full automation of all the daily/routine business operations of managing the ever changing data/information of your customers, which results in;
Saving time, money & increasing productivity
With all the daily/routine business operations automated including; marketing, sales, customer care, technical support, consultation & information/help desk, your employees will be able to handle the same amount of work load in a much less time than before. When your employees do more work in less time because every operation requires less labor work and less time, that would simply and directly reflect to your business as increased productivity of your employees and an overall healthier business.

Necessity NOT trendy


   In the 1990's having IT-based systems to automate the CRM "Customer Relations Management" was a "trendy" thing to have, and was only available to very large enterprises who can afford the hefty price-tag, but nowadays, it became a business "necessity"
  • To efficiently manage/optimize handling your customer base in its current status now and to empower it to develop/grow further in the future
  • To survive the ferocious competition with competitors who run (or will run) state-of-the-art IT-based CRM systems
  • To make more informative decisions and get better results from the business intelligence/data mining ad hoc tools that ensures progressive development of the overall business in terms of ROI "Return-On-Investment with continuously updated market/business knowledge
  • To ensure flawless execution of business operations with powerful built-in ad hoc tools like "Business Know-How Planning & Scripting" your employees will build/develop/share/collaborate the utmost knowledge of the business know-how and even the newly recruited employees will be able to execute operations according to the most proven efficient business standards.

Sample Key Business Processes Enabled


Instant Online/Offline modes of promoting/executing business operations or scheduling them to be processed automatically at specific date/time.
  • Real-time monitoring/tracking/auditing of each order of products/services via web/email/SMS technologies.
  • Plan/Forecast future demand of products/services using advanced built-in tools.
  • Get in-depth knowledge from your database and run virtual scenarios using the Business-intelligence/Data-Mining built-in tools.
  • Customizable security privileges of access to each designated employee/department.

Business Functions/Modules Covered


  • Marketing (Field/Remote) including Promotion, Lead & Opportunity Management
  • Sales (Field/Remote) including Quoting, Ordering, Deduction & Claims Management
  • Customer Care (Field/Remote) including Customer-Satisfaction & Non-conformance and Corrective Action Management
  • Technical Support (Field/Remote) including Diagnosis, Configuration, Troubleshooting, Returns, Warranty & Discrepancy
  • Consultation (Field/Remote) including Assessment, Knowledge & Decision Support
  • Information/Help Desk (Field/Remote) including Incident Reporting
  • Customer Profile Management including Proposal Management
  • Customer Contract Management including Expiration, Renewals & Entitlements
  • Product/Service Delivery Tracking
  • Customer Logs


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