• What is CRM
• CRM Expertise

• Training agenda
• Training Costs

CRM software for equipment providers

CRM Business objectives

	Leads generating and order processing

	Project tracking

	Service and support

	Promotion

CRM Business objectives:

Leads generating and order processing:

1. Sales processes.
2. Sales forecasting.
3. History of customer interactions.
4. Finding the best supplier price.
5. Automating the document flow:
• Price-list;
• Specifications and commercial proposals.
6. Equipment set selection, taking into account:
• Profitability;
• Special prices and discounts.
7. Sales analyzing.

Project tracking:

1. Project management:
• Project team formation;
• Gantt Chart;
• Business processes;
2. Document management:
• Standard documents (invoices, specifications);
• Integration with financial system;
• Visas;
3. Defining project expenses and income.

Service and support:

1. Organizing the service workflow:
• Defining the customer request processing time;
• Defining the request priority basing on the customer type.
2. Tracking the tickets:
• Owners;
• Terms.
3. Equipment unit history.
4. Defining the “problem-producing” equipment.
5. Service effectiveness analyzing.

Promotion:

1. Marketing events planning:
• Budget;
• Terms;
• Owners;
• Target audience.
2. Analyzing the campaign response.
3. Prospects segmentation.
4. Automating bulk email sending.
5. Tracking competitors.

Featured CRM project description