BuroWARE CRM

Delivering on Demand CRM

CRM Office Planner

The Customer Relationship Management (CRM) system in BuroWare controls all aspects of a company's interaction with its customers and future customers. Tools are provided to manage leads, develop business opportunities, take orders, collect payment, and support the customers.

Key Benefits

• Seamless integration with other BuroWare modules
• Single point of navigation
• Conversation logs
• Correspondence management
• Appointment Scheduler
• Day Planner
• Email assistant
• Prospect management

Functionality

Seamless integration - An integrated CRM allows the customer service rep or sales person to quickly select an account and see everything associated to that customer. What did they buy? When did they buy it? How much did they buy it for? Who did they talk to?

Single point of navigation - When the goal is to do business now, you don't want to be opening another screen or waiting for another program to load. From the customer service screen, any other BuroWare screen is just a click or two away.

Conversation logs - The phone conversation logs are a searchable database of conversations, dates, times, and topics discussed with each customer for incoming and outgoing calls.

Correspondence management - Communication with customers can include phone calls, letters, faxes, emails, orders, and more. The BuroWare correspondence screen allows you to attach these communications with customers to account specific folders for later review.

Appointment Scheduler - A complete ERP system requires appointment management to be included. BuroWare delivers on this requirement. Track all your appointments, phone calls, meetings, drive times, and tasks with the included appointment scheduler.

Day Planner - The difference between planning appointments and planning days is well known to managers in small to medium sized businesses. You can assign day types to different employees (work day, vacation day, weekend, etc.) and take a look at the big picture of your work force and available labor.

Email assistant - The BuroWare email assistant gives you one place to read both your external email and internal email.

Prospect management - Since many customers start as prospects, your ERP system should give you a complete set of tools to correspond with and maintain relationships with your future customers.