ACCURA-CRM (Sales - management) module

ACCURA-CRM (Sales - management) module

Introducing

The Accura CRM (Custom Relationship Management) module is one of the few truly integrated PrintMIS CRM systems available. It adds to the Accura MIS system a unique set of "front-end" Sales & Marketing functions for your business.

Now you can have complete "visibility" across your business - recording all customer-facing activities within one MIS system: telephone calls, appointments, reminders, disputes and SEE all this information in one place.

Why do I need it?

Finding new business in the current business climate is increasingly hard and very price motivated. This means it is even more important than ever to retain and sell to your existing customer-base.

Any Sales & Marketing consultant will tell you... your customers are your "easiest-sell" - they know you, rely on you, and have an existing relationship. That is much easier than starting from "cold" with a new company.

But what they may not know is what OTHER types of work or services you can provide - you still have to "sell" to them. Accura-CRM enables you to profile and target prospects, to record activities from sales, production, and accounts in one database - your Accura MIS system.

For example, in the past the sales team may have worked autonomously and not been aware of production issues or whether an account is credit hold. Now they can see all the orders, quotes, credit alerts, conversations, disputes and so on.

Add to this a range of functions including: database queries, reporting, campaign analysis, opportunity sales-forecasting, mailshots, E-shots, Fax broadcasting and more... and you'll wonder how you managed without Accura-CRM before.

The problems you face now

? Information in separate systems (MIS, Accounts, Outlook, Excel, Word) ? Departments cannot share information ? No database of customer "profile" information - size, turnover, etc. ? Card-index system used for appointments ? No analysis of marketing campaign effectiveness ? Using outside agencies for fax/email broadcasting ? No way for management to monitor the business ? Data has to be re-entered into MIS when prospect becomes customer ? No sales-forecasting possible ... the list goes on

Planning your day

Simply remembering to do things in a busy company is a major problem!.. and when you DON'T, your customers notice. Accura-CRM helps you manage your daily "ToDo Schedule" by giving you a list of incomplete activities each day.

As you complete each activity it prompts you to create a follow-on activitiy for a specified date in the future, thus keeping a dialog going with the prospect.

EMPOWER YOUR BUSINESS...

Appointment diary ? Import from lists ?

Mailshots, faxshots, E-shots ? Daily "ToDo" schedules ?

Mapping/route planning ? Campaign analysis ? Sales forecasts ?

Outlook integration ?



Appointment Diary

Benefits

Accura-CRM provides a built-in visual appointment diary planner with day-toview and week-to-view modes.

All entries are displayed a visual time blocks, so it is easy to see what free time is left. Appointments can be rescheduled using a drag-and-drop interface to move them around.

Backend integration with Microsoft Outlook? is built-in so that you can keep a copy of your diary in Outlook and take it "offline" using a laptop or PDA.

Total "visibility" & profiling

? One common database ? Total visibilty of all activities ? Analyse marketing costs/success ? Departments can share information ? Forecast sales revenue ? Never forget anything ? Understand your customers better ? Respond quicker & more efficiently ? Build team spirit ? Provide better customer-service ? Plan/monitor marketing campaigns

How is Accura different?

Accura/32 has a number of product features that set it above the rest, and make it better value for you:

Maps and route-planning

Accura-CRM has a unique integrated mapping interface, complete with route planning.

Simply select the prospect you wish to visit and your starting point (home, office etc.) and the system will show you the location on the map, and plot a route complete with driving directions, landmarks, distances, and travelling times.

(Requires an internet connection - uses Microsoft Mappoint? Technology)

The Activity Profile window gives you are complete "snapshot" of the business in one window.

From here you can view activities, appointments, quotes, orders, opportunities and prospect notes. Icons gives you visual queues to activity status or other alerts, such as "client on-stop".

All forms of communication: Telephone (with autodialling) Email, Fax, Letter, SMS or VOIP calls are just a mouse-click away.

Mailing, Fax broadcasting & E-Shots

All your direct mail marketing requirements are handled with ease within the package. Our advanced "Query-wizard" technology helps you identify the prospect you wish to target - for exmaple using keywords, interests, turnover, location, SIC Code etc.

Then simply take one of the standard letter templates and modify it to suit your needs. You could send thousands of completely automated faxes or emails - even leaving them to run from a sepcified time overnight.

Contact: Data Design Services Ltd Lakesbury Mews Hiltingbury Road Chandlers Ford Eastleigh, SO53 5SS

Tel: 023 8024 0470 Fax: 023 8025 2573 Email: sales@ddssoftware.co.uk Website:

? Fully integrated with MIS ? TRUE ease-of-use ? Low cost per seat ? Support fees typically 30% lower

than competitors ? No expensive server-hardware ? Quick & easy to implement

System requirements

? Pentium III 500MHz processor ? 256MB Ram (512MB preferred) ? 17" colour XGA monitor ? CDROM drive ? 56Kbps modem/ADSL modem ? Inkjet/laser printer ? Windows 98/NT4/2000 or XP? ? MS Outlook 2000/XP/2003? ? An internet connection

(NOTE: Legal and/or ISP restrictions may apply to the sending of faxes and emails)

Dealing with us

? Vast industry experience ? Staff from print backgrounds ? Full telephone/modem support ? Reference sites available ? "One-stop" shop for services ? No hidden extras

"Big enough to cope, small enough to care"

Other Accura products

Accura/32 is a suite of MIS products to address all of the key printing business activities, including:

? Estimating & Production ? Proofing, Deliveries ? Invoicing ? Job costing ? Remote data capture ? Stock control ? Cost-rate calculator ? Accura/ASP (Internet module)

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