Customer Relationship Management Features and Functions
Customer relationship management (CRM) and contact management are the keys to managing the relationship with customers.
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CRM Access Methods
This question lists some of the applications that could be integrated into a single CRM system.
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CRM Integration with other Applications
CRM Integration with other Applications: Depending upon the size of the organization and the avenues by which customer interactions take place, customer related information can be used in a number of different places through any number of different applications. This question lists some of the applications that could be integrated into a single CRM system.
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Customer Correspondence Maintenance
Every piece of information should be integrated into a robust CRM application and made available at the push of a button.
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CRM Functionality
This question lists some of the ways a CRM application can touch an organization and asks whether the accounting system can support this application.
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CRM and Office Productivity Integration
The applications or data should integrate with other applications such as Word, Excel, etc. This is the only way the data can be exported and used in these applications most efficiently without the data having to be input twice.
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Additional CRM Functionality
Although we have listed earlier a significant number of CRM applications, this question lists some of the options that may be of interest to some users.
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Remote CRM User Access Options
Not all users will be within a single building or location. Many will be in remote offices or even in the field. As such they will still need to have access to the CRM applications and this question lists some of those access options.
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CRM Package Integration
This question list some of the leading contenders in this market and asks if the accounting applications integrate with them.
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Contact Management System Integration
CRM applications tend to be quite comprehensive and therefore potentially very expensive. Contact Management systems that concentrate on customer contact are less complex and therefore considerably less expensive. In many instances small to mid-sized organizations will need nothing other than these contact managers to assist them maintain strong sales efforts.
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CRM and ERP Integration
It is essential that users of the accounting system see the exact same data that users of the CRM application see and that data flows freely and automaticaly between the two systems.
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Accounts Receivable Features and Functions
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