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Accord

The Customer Relationship Management System

Why CRM?

The Business Case for Customer Relationship Management White Paper. Customer relationship management (CRM) consists of the processes a company uses to track and organize its contacts with its current and prospective customers. CRM software is used to support these processes; information about customers and customer interactions can be entered, stored and accessed by employees in different company departments. Typical CRM goals are to improve services provided to customers, and to use customer contact information for targeted marketing.

Accord CRM provides support to "front office" business processes, e.g. to sales, marketing and service staff. Interactions with customers are generally stored in customers' contact histories, and staff can retrieve customer information as necessary.

The contact history provides staff members with immediate access to important information on the customer (products owned, prior support calls etc.), eliminating the need to individually obtain this information directly from the customer. Reaching to the customer at right time at right place is preferable.

Accord CRM processes customer data for a variety of purposes.

Key Features

1. Track database customer wise with full family/contact detail.

2. Recycle bin in software i.e If other user was delete any entry after deletion Admin user will restore it again.

3. You will Filter required data from any modules from software.

4. Handle Inquiry online than you can transfer that in Individual client list after conformation.

5. Three different type of customer entry like

a. Individual Client

b. Corporate Client

c. Business Partner

6. User wise Follow up. Only administrator has rights to look all entry.

7. Customer Loyalty: The New Competitive Advantage White Paper.

8. See log for sent any messages or email or any phone call made by users to customer.

Follow Up

Using follow-up you will get all information day by day in software like as:

1. Birthday reminder,

2. Anniversary reminder,

3. Passport Due Reminder,

4. Other Inquiry, which entered in follow-up

For these particular you will

1. Send SMS, Email from software directly.

2. Alter that particular record directly from follow-up.

Report

From this menu you will get different type of report mentioned bellow:

1. List Printing

2. Label Printing on Label sheet

3. Blank field [From this you will get selected field which are empty]

Get windows base printout from any report and also make PDF and also export in word and excel format.

You will also select some field, which are needed on preview or not with filter option.

Other Utility

· Set Back Up schedule

· Take manual back up as well as on every exit.

· Entry Log Viewer for client/partner.

· Get all SMS delivery detail manual as well as online.