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CRM
Your most valuable asset is your customer data. But, in most cases, that customer data resides with the sales reps; on their laptop in a stand-alone Contact Management System, in their e-mail, or in hard copy files. Over the years, they create hundreds of notes, no matter what system they use, to keep track of their activities.
Meanwhile, the Production side of your shop revolves around the job. Everything that matters and all data that is collected, is job-centric. The challenge every Print shop faces is bringing the customer-centric world of Sales together with the job-centric world of Production.
Avanti’s Customer Relationship Management (CRM) system solves this challenge by providing one consistent real-time view of everything to do with your customer. Because Avanti’s CRM is driven from the exact same database that the Production system is operating from, any update occurring anywhere in the print shop is instantly accessible by everyone.
By bringing this customer-centric view to the job-centric Production system Avanti’s CRM enhances your sales and marketing efforts by:
- Identifying your most profitable customers for targeted sales and marketing campaigns
- Profiling your “ideal” customer for targeting potential customers
- Managing and tracking your lead generation efforts
- Driving your sales effectiveness through accurate sales forecasting
Avanti’s CRM has three key components:
Relationship Management:
- Take Contact Management to the next level by centrally storing and managing all customer interactions across all departments whether it is finance/accounting, sales, customer service, or production
- Customer Communication Center provides a graphical view of all estimates, jobs, invoices, customer buying history, customer profitability, notes, contacts and user defined fields
- Easy-to-navigate Notes section allows you to capture and filter hundreds of notes by Job, by Contact, by Estimate, or by Customer
- Outlook Integration includes ability to send e-mail within Avanti CRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments
- Assign “Hot tasks” and automated alerts to ensure timely follow up to action items
Sales Management:
- Tightly manage the sales cycle through real-time visibility of all sales activities including tasks, phone calls, meetings, and notes with follow up dates and accountabilities
- Easy-to-use interface helps you manage all information surrounding sales opportunities
- Produce automatic forecast reports built from current estimating information
- Maintain snapshots of expected revenue for comparative and historical trend analysis
- Monitor expected close dates, percentage chance of close, competition and win/loss trends to increase forecast accuracy
Marketing Campaign Management:
- Allocate costs and revenue to specific Marketing Campaigns
- Determine campaign effectiveness by tracking leads from initiation to closure
- Target most profitable relationships by using Avanti’s campaign filter
- Manipulate customer database to identify prospects for new market penetration, new product launches or untapped revenue
- Build mailing lists to send print material or HTML Newsletters launched from Avanti
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