CUSTOMER
RELATIONSHIP
MANAGEMENT
Unisci una gestione consolidata dei
processi CRM (Customer Relationship
Management) con le features di
VIENNA Advantage ERP ed otterrai un
prodotto senza precedenti.
www.viennaadvantage.com
APPLICATION AREAS
MARKETING STAFF
PARTICOLARITA’
Copre tutte le funzionalità di un CRM
Primo CRM dedicato alle piccole-medie
imprese, basato su Model Driven Architecture
Ti permette di scegliere tra on-premises e le
edizioni clouds
Integrato con ERP e DMS, on demand
Integrato con il Workflow Management
System
Integrato con funzionalità di condivisione fra
utenti e controllo produttività
Altamente intuitivo e facile da usare
Integrate funzionalità di reporting
BENEFITS
SALES STAFF
Conosci meglio i tuoi clienti
Organizza e pianifica le tue attività
Ricevi reminder dal tuo sistema
Agisci in base agli avvisi ricevuti
Accedi e registra rapidamente le
informazioni
Migliora il coordinamento dei tuoi agenti o
dipendenti
SALES MANAGER
Controlla le attività del sales-staff
Delega il lavoro in modo più efficiente
Imposta un processo di vendita chiaro
anche per i nuovi impiegati
Promuovi il concetto di teamwork
Stabilisci obiettivi di vendita
Conosci le tue campagne di successo
Analizza meglio i tuoi clienti e/o
gruppi di clienti target
ia
Imposta indicatori e verifica la loro efficacia
Fai previsioni economiche su
campagne e canali
Vedi in tempo reale report su
campagne e contatti
Call Centers
Ca
Field Service
Personnel
CUSTOMER SERVICE STAFF
Verifica le richieste dei clienti ancora
irrisolte e/o sospese
Distribuisci il carico di lavoro ai vari
dipartimenti e ruoli
Monitora il tempo di risoluzione
ne
problematiche
ne
Traccia gli articoli in attesa di fatturazione
Vedi l’efficienza dei report
Telemarketing
Te
Fie Sales
Field
Managers
Ma
TOP MANAGEMENT
Conosci le previsioni di vendita e i dettaglii
di ogni opportunità
Controlla le aree di vendita e la forzaa
vendita
Marketing
M
Fornisci report in tempo reale ai saless
account
Vedi in tempo reale costi e ricavi
Esegui facilmente dei roll out delle
le
procedure, cambi di prezzo e nuovi
vi
prodotti.
Analytics
A
FEATURES
CUSTOMER SUPPORT
SALES FORECAST
REPORTING AND ANALYTICS
EXTENSIONS
Customer Portal
Team Forecast
Inbuilt reporting system
Order Management
Customer request handling
Master Forecast
Automatic report generation
Contract Invoicing
Customer Request Invoicing
Master versus Team Forecast
Commissions
Service Level Agreement
(SLA)
Team Forecast Report
Export integration with
crystal reports
SALES-FORCE AUTOMATION
Dynamic dashboard
reporting
Master Forecast Report
MARKETING & CAMPAIGNING
CUSTOMER DATA AND HISTORY
SALES ANALYTICS
Leads Management
Customer Segmentation
Customer Master data
Role Based Analytics
Opportunities Management
Campaign Planning (Cost and
Tasks)
Customer Communication
Data
Role Based Dashboard
charts and views
Involve resources and items
Customer Data
Segmentation
Dynamic KPIs
Sales Regions and other
dimensions
Predefined or flexible sales
process-flow
Follow-ups using Tasks,
Calendar and Alerts
Templates
AGILE
Mix your own ERP using the
inbuilt Marketplace
Custom Apps
Partner Modules
Reproduce effort
Transportable Industry
Templates
Transport Language Packs
Transport Modules
Transport Data
Self-upgrading
PRODUCTIVITY FEATURES
Workspace
Campaign Forecast
Online and Offline Campaign
Customer Preferences, Order
History
Email Campaign Execution
from within system
Campaign success tracking
MOBILITY
DOCUMENT MANAGEMENT
HTML5 based User
Interface on Mobile
Devices
ERP features available on
mobile devices
Customization in ERP
windows automatically
reflect on the mobile
devices
Fast and User-friendly
interfaces
Without coding
Calendar
Extendable Workflow
Activities and Tasks
Extendable Reports
Requests
Extendable Languages, Help
Synchronize with Google and
iCloud
Extendable Business Logic
Extendable Analytics
iPhone and Android interface
Workflow
Excel Import / Export
Dashboards
Attach documents to any record
in the system
Powerful search within
documents
Generate documents from
templates
Document routing using
workflow
Scheduled report
distribution
ADMINISTRATIVE FEATURES
Strong Role-based security
concept
Audit Trails
Schedulers
Back-ups
Processors
Error Logs
Scalable search engine
EXTENDABLE AND FLEXIBLE
Email, SMS, Mail Merge
Follow-ups
Upload, scan documents, OCR
User defined reports and
print formats
eFeatures on iPhone and
Android devices, as of now
Extendable User interface by
Visual Tools
Extendable Business Cockpit
Dynamic Alerts
Customer Target Groups
With coding
Interface to third-party
applications
Custom Form development
Custom Processes development
OTHER FEATURES
Account Management
Activity Management
Incentive / Commission
Set up & calculation
Email & SMS
Opportunity to
integrated with phone
systems through web
services
Contract Management
Request Management
Contact Management
Tightly integrated with
ERP functionalities
Alerts & Notifications
Appointments
Mail / SMS / Email Campaigns
Time & Expense Management
Scarica

CRM formato Adobe.ai - Vienna Advantage ITALIA