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 Public Relations &
Client Management (CRM) |
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In today's information economy, it has become essential for both
businesses and professionals to ensure that all customer-related
information and communication is documented, protected and easily
retrievable from a single, secure database; hence the growing popularity
of Customer Relationship Management (CRM) tools.
The successful, practical application of CRM tools in business, however,
remains a challenge. Traditional CRM packages have proven to be
fundamentally flawed in practice, since they provide a solution which is
detached from a person's daily operations and his/her delivery process to
the client. This deficiency forces many organizations to run multiple
independent systems, which often only frustrates staff and increases
administration.
WorkPool provides you with a refreshing new solution which allows you to
manage relationships as you would workflow! Provide an improved, more
professional and more efficient service to your clients with workflow,
communication and business processes built around CRM principles!
- Quick and easy access to all client information within one or two
mouse-clicks to provide a proper one-stop service. Update any client
with the latest information on all tasks or activities within seconds.
- Capture generic client information (e.g. names, contact details,
email addresses, etc.) or use custom-defined fields and an extensive
notes section for other details.
- Record and manage all commitments made to, or made by, the client.
- Access any client's electronic folder containing all information and
electronic documents.
- Comprehensive history of each task/deliverable, as well as real-time
audit trail of all communication between clients and staff (phone
calls, emails, faxes, etc.)
- Create fact sheets, questionnaires, profile groups or custom client
types in order to mine or categorize your client information. Indicate
VIP's or preferred suppliers, or search on hobbies, educational
qualifications, sport, etc.
- Perform a real-time cost analysis to ascertain the profitability of
a client, based on time spent or actions taken.
- Send personalized emails or SMS's to keep clients updated and reduce
the number of queries received, time spent and overhead costs. Do a
mail merge to send clients or business partners personalized messages
on birthdays or to notify them of sales, special events, etc.
- Utilise your existing client reference numbers in the WorkPool
database (e.g. client ID number).
- Separate personal contacts from the general directory.
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