Virtual office - CRM (Customer Relationship Management)

CRM (Customer Relationship Management) is a set of tools to help you in this mission. The essence is to share as much as possible shared resources (customer information) within a single firm, in order to harmonize the operation and design a business strategy. You can easily monitor the work of all employees and speed up your work with clients.

CRM software consists of several basic management modules that can be included (or excluded) depending on the company's business. It is necessary to determine the guidelines for further cooperation with clients and on the basis of that, create an appropriate strategy for the realization of tasks. CRM takes into account the financial goals and business strategy of the company and upgrades the marketing strategy, determines how the strategy will gain clients' trust and build profitable relationships with them. Moreover, emphasis is not on the product but on meeting the needs of clients.

CRM is in cloud technology that allows access to all devices connected to the Internet. No installation or special technical conditions are required, all that is necessary is Internet access.

Benefits of using CRM are numerous:

• multiply the investment in similar dekstop software for which licenses are required
• No hardware investment is required
• availability from any computer
• client records
• monitoring customer actions
• ordering orders and their individual reviews for each client
• entering a contract
• bidding
• module for managing members and paying membership fees
• patient records
• reservation of the appointment term
• keeping health records
• creating other administrators and users
• tracking each user separately and all his work with the client
• reports by agent or user and its performance
• reports of offers, contracts and orders by date or customer
• detailed reports per client only to facilitate customer tracking
• various group reports
• module for business planning and work assignments
• monitoring execution of work orders for each user or
• administrator
• module for managing users or teams
• Better organization of the work process
• Effective marketing
• Sales increase