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The CRM (Customer Relationship Management and Sales Force Automation (SFA)) allows the company to access an essential component which is managing the relationship between itself and its customers. The development of these relations requires an excellent knowledge of its clients, therefore a large collection of data. Thus, each call to the customer, each contact made will be noted in the database of customer (date, purpose of the contact ,...; name, position, etc., of the speaker ...

With the module Neogia CRM, customer data have become major sources of revenue for the company. Indeed, this new customer relationship allows:

• To increase the margin with a client identified;
• To increase the number of clients;
• Retain customers.

For a company it is imperative to understand its customers:

• The history of all past events with the client;
• To target customers at marketing operations;
• To sell more to the customer.

Data history

The history of a customer relationship is a source of wealth, so it helps build a relationship over time and improve the quality of the commercial relationship. The data history relate specifically information about customers, making contacts references, business, bids submitted, the products ordered.

Target customers

What are the segments identified? What is the competition? What is the position of our offer relative to the market?

The marketing campaigns also help the market definition.

Increase turnover

The CRM aims to give commercial tools to sell more. Each salesman can monitor its clients, contacts, make plans and make its reminders at the appropriate time. The scoreboards are tailored to offer summaries to feed a better understanding of customers. They also learn about projects and tenders.

The Neogia CRM is the perfect assistant for building customized quotes, the creation and modification of business proposals .

Look at the Opentaps CRM to have detailled documentations
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