Customer Relationship Management (CRM)

CRM ensures your data is in one place and can easily be updated by anyone, anytime!

Our CRM is a platform that connects your different departments, from marketing to sales to customer service, and organizes their notes, activities, and metrics into one cohesive system.
Every user has easy, direct access to the real-time client data they need. This not only allows for unparalleled coordination across teams and departments, but also makes it possible for businesses to provide their customers with something extra ordinary: personalize, one-to-one customer journeys.
DotBusiness offers you integrated, data-driven software solutions that supports you how you interact and do the business with your customers.
Our solution is based on a Cloud service combined with a mobile application for managing and planning sales and marketing activities.
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The module enables

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MAKING OPPORTUNITIES,
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ORGANIZATION OF MEETINGS AND VISITS (in combination with the planner and organizer)
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RECORDING ACTIVITIES TO CUSTOMERS
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LINK TO OFFERS (in combination with ERP sales)
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DOCUMENT ARCHIVE (in combination with DMS system).

WHAT CAN YOU DO WITH THE MODULE?

When we have the need to record and monitor sales activities, we need a tool that will always be accessible at anytime and anywhere and on every device.

The CRM (customer relations) module in combination with the planning and organization module enables the planning of sales meetings and any type of activities, which can be linked to the project in connection with the project module.

The document archive can be executed and connected to the DMS system.

Monitoring the implementation of activities is supported by appropriate reviews and reports.
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UPGRADE AND CONNECTIVITY

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Time registration (job record)

to obtain current human resources

Digital records and controlling

for measuring individual tasks and feedback on customer satisfaction

ADVANTAGES OF THE MODULE

  • BUILDS UP ON EFFECTIVE INTERNAL AND EXTERNAL COMMUNICATION,
  • SIMPLIFIES THE SALES AND MARKETING PROCESS,
  • FACILITATES OPTIMIZED MARKETING,
  • WEB INTERFACE,
  • MOBILE APPLICATION,
  • RELATED TO OTHER dB SOLUTIONS,
  • MORE WAYS OF AUTHORIZATION OF THE APPLICATION,
  • HUMAN RESOURCES MANAGEMENT,
  • DATA EXCHANGE API,
  • DOCUMENT ARCHIVE (DMS link),
  • API INTERFACE.
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With the right tool, we easily plan and divide tasks according to available human resources, organize implementation and monitor measured results and customer satisfaction.
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