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CRM DATABASE

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CRM database


Specify your customer types:

What information about customers are you going to register in CRM?
Contact information
Billing information
Business size
Industry
Additional information:

Specify what additional types of companies (persons) are you going to register in CRM?
Suppliers
Competitors
Partners
Else

Specify, if you have existing customers database in the Access (Excel) format, so that we can export it to Terrasoft CRM
Yes No

Customer Types.
Terrasoft CRM database can be customized for both B2B and B2C business models. It can be also configured to the case when businesses and consumers as your clients or when you are working with dealer network.

Customer Information.
Terrasoft CRM database can contain customer contact information, industry and business type, loyalty reasons, information about its demand for your products and its interaction with your competitors. In custom profiles and description field you can get any entered information about the customer. It is recommended to enter only relevant information to escape loosing to much time entering the data. Besides we recommend to establish rules, defining what information about customers every user has to enter.

When interacting with customer you can quickly find and view detailed information about the customer and a whole history of your relationship with this customer. Using this information you can easily identify and recruit new clients as well as the existing ones.

Additional Types.
In Terrasoft CRM database you can also keep information about your suppliers, partners, competitors, banks, etc. CRM database lets you to integrate your business information to achieve the fastest performance.

Terrasoft Data Import Utility.
Terrasoft Data Import Utility enables your company to get up and running with filled CRM database in a matter of days with almost no interruption to the sales force operation. It permits quickly import all your customer information from Access file.


 

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