6.1 Introduction to CRM
Customer Relationship Management within Tradepoint is
defined by these icons.
Here you can import source lists and directories from
third party vendors and operate these lists as an integrated part of our
Tradepoint software. (Harris Directories, Scott's Directories etc.)
Here you can store customer inquiries
about your company and its products and services. Creating a tradition of routinely
entering enquiry data will make it easy to calculate ROI on advertising dollars
and help identify purchasing trends and other crucial business information.
In a normal sales management flow, a
Source Item or an Inquiry Item quickly becomes a Lead. Tracking sales leads is the purpose of
Tradepoint's Lead Window. As soon as
a Source Item shows interest in your product or an Enquiry Item provides contact
information, it is customary to move that item from its original place be come
become a lead and be followed up wits sales staff. The lead window (as with
every applicable window) allows you to setup your own custom built Sales Force
Automation Processes by utilizing its category, status and other management
fields. This is explained further
in the article: (The Lead Window -
Soon to come)
Once you move a Lead
contact to a Customer Contact you will be able to automate all accounting
sequences and other needed support information for each Customer Record. Through Tradepoint's Customer Management
Window you can automate all call-center and customer support details for your
business and successfully manage all support needs through the extensive support
section of each customer account. The customer contact window facilitates every
requirement for successful management of your customers.
The reseller section allows for complete mangement of a
reseller through this window. All of the functionality enabled within the
Customer Mangement Window is duplicated within the Resellers Management Window.
Tradepoint's Reseller Management Window also allows you to manage all activity of
your resellers including what product lines they currently represent and
track their sales. The resellers window provides a structure for complete
management of your resellers as a customer and a partner in promoting your
products and services.
Keep track of who your competitors are and what products
and services they offer that compete directly with your company. Communications,
contact infomation, and product lines can be tracked through this
A company Rolodex can keep general contact of other
businesses that you use for various services. Office Supplies, IT
support, and your Accountant are just a few that can be kept here
to be accessible by everyone with security permissions.
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