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Agenda |
Thanks to FrontCRM, the salesperson has constant access to the full history of interchanges and contacts with customers and prospects. In addition to data sheets on customers, contracts and claims, FrontCRM also gives the sales staff a synoptic view of recommendations and links between their different customers and prospects. |
FrontCRM also manages appointments through a centralised agenda. When a call centre schedules an appointment on behalf of a salesperson, the centralising of the agendas will ensure their automatic update.
FrontCRM also boasts two-way synchronisation with PDAs (Palm, Pocket PC, etc.) and messaging systems (MS Outlook, Lotus Notes, etc.), for all office requirements: e-mail, contacts, tasks, meetings, etc. |
Customer sheet |
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Main functionalities: |
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Customer / Prospect data sheets: details, information on assets, history of contacts, links, attachments |
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Contract / Claim data sheets |
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Recommendations and links between people |
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Management of agendas, appointment delegation, meeting reports |
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Call follow-up |
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Follow-up of opportunities |
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Two-way synchronisation with PDAs and messaging systems |
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