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CRM
Competition is heating up for your client base. The key to becoming more customer-centric and maintaining customer loyalty is information! Gaining insight into what your customers are seeking will allow you to react quickly to customers requests and anticipate future needs.
With Avanti CRM (Customer Relationship Management), our mission is to combine technology and business strategy to give your organization a full consistent view of your customers in a way that continually builds and strengthens the relationship. Our software easily manages critical sales, marketing, and customer information.
Avanti’s CRM has four key components:
- Customer Contact Management
- Microsoft Outlook Integration
- Sales Management
- Marketing Campaign Management
Customer Contact Management:
Avanti CRM guarantees that your customer’s needs are met rapidly by ensuring your sales team and customer service professionals have real-time access to an up-to-date view of all customer information.
Avanti offers instant access to current contact information, estimates and quotes, job information, historical and current invoices, customer sales, and profit history.
- Store, view, and search specific customer data using user defined fields.
- View notes by Job, by Contact, by Estimate, or by Customer.
- Ensure the appropriate resolution of all open issues; managers can customize automated alerts, redirecting follow up with the proper personnel.
Microsoft Outlook Integration:
Automatically synchronize all contacts, tasks, calendar and email bi-directionally between Microsoft Exchange Server and Avanti CRM. A few of the benefits include:
- Sales reps, often working remotely, can always remain in sync with the most current information about their customers.
- CSR’s have all the information regarding a customer on one screen including full access to all Outlook correspondence.
Sales Management:
Help your company plan the activities that will most effectively increase revenue and profitability. Avanti CRM will properly organize and analyze information to maximize your profit.
- Produce automatic forecast reports which are built from current estimating information.
- Maintain snapshots of the forecast and expected revenue data for comparative and historical trend analysis to ensure forecast accuracy.
- Monitor expected close dates, % chance of close, competition and win/loss trends.
Marketing Campaign Management:
Increase your ROI on marketing campaigns and track actual results and spending! Gather information about your customers and prospective customers from all points of interaction and leverage the information to target your marketing towards your most profitable customers.
- Profile and easily filter customers and prospects based on specific criterion to better target campaigns.
- Generate lists for exporting to variable data applications such as XMpie, Pageflex, and email marketing tools to produce integrated marketing campaigns.
- Automatically allocate costs and revenue to specific marketing campaigns to determine campaign effectiveness, conversion rates and ROI.