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CRM-Value

Once a visitor has shown an interest in a product or service, they become a lead. At this point IM-Value generates an e-mail complete with details of the lead itself. These should be recorded in the organisation's sales or CRM database.

CRM-Value is a powerful, flexible tool designed to manage information about sales, leads and customers. Information generated by IM-Value can be imported directly into CRM-Value quickly and easily, with no need for manual data entry. The CRM-Value system then provides a number of key benefits:
  • Customer details, information about contacts, contact and purchase history can be recorded in the system, retrieved and reported on.
  • E-mail and paper-based correspondence can easily be generated directly from the system.
  • Defining the sales process within CRM-Value will ensure leads and customers are provided with the right information at the right time.
  • Actions can be registered against leads and customers to ensure all enquiries are followed up effectively.
  • Groups of leads and customers can be identified within the database based on a wide range of criteria, and can then be contacted with information about particular products, services or special offers.
  • A range of reports can be generated to assist in the analysis of sales information; custom reports can be defined using the report design tool.
  • CRM-Value can be configured to meet the needs of the vast majority of organisations. The system is provided with a number of configuration tools to enable users to tailor the product as required. These tools can be used by those with modest IT skills (they do not require skilled IT staff or consultants). CRM-Value is provided with:
  • A screen design tool enabling users to change the layout and content of the system screens.
  • A report generation tool for modifying and defining report layout and content.
  • Letter and e-Mail templates enabling an organisation to standardise on the correspondence generated.
  • Users security management to control access to sensitive information held in the system.
  • Solutions are available for organisations that require access to the system remotely, by a large number of users, and for those who require a scalable system that will grow with their business. The CRM-Value system can be accessed via an ADSL Internet connection and for those who need access from computer outside their office, a version that will run within a web browser is available.

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