Client Manager

Improve the performance of your sales function by controlling the vital information and knowledge that is needed to maximise their effectiveness. This suite of sales and marketing tools provides a central repository of all customer, prospect and supplier information for quick and easy access ensuring rapid response to sales opportunities.
This innovative CRM solution is helping organisations from start-ups to multi-nationals across the UK and Europe to:

• Increase sales revenue and reduce operational costs
• Provide quick and easy access to sales data and people
• Ensure greater level of control and certainty over the sales process
• Help develop a quality sales pipeline and improve forecasting accuracy
• Focus your sales force on the right opportunities
• Increase customer interaction and loyalty through greater customer involvement

Relationship Management Armed with the right knowledge, all customer facing staff will be in a better position to improve their understanding of your customer and create competitive advantage. The CRM solution provides a simple and effective way to ensure that everyone is up to date with important customer information. Profiles of your customer's organisation, contacts and all types of communication are recorded in a central repository and then marshalled to the right people at the right time.	Company and contact profiles Creation and management of emails, letters, faxes, calls and reports Activity statistics & analysis Issue management Mailshot management and production
Enquiry Management Process enquiries faster and more consistently with information at your finger tips. Your sales methodology can be defined using flexible business process templates. User definable checklists can be deployed to ensure that all the required facts have been assembled and are known to your team. Customer and supplier correspondence and documents can be stored and referenced to a contract enquiry.	Definable enquiry templates / checklists Evaluation and scoring sheets Traffic light status reporting Management reports Change control
Sales History Download sales information from your financial systems and provide the sales force with accurate and easy to access sales analysis. Information can be downloaded and assimilated from multiple backend systems. This information can easily be stored on a laptop or PDA.	Accepts and collates information from multiple back end systems Analysis by product, customer, region, period Manages summary and or detailed information Can be used on-line or remotely
Forecasting Maintain up to date valuations of new opportunities, contracts won and lost. The solution maintains values for up to 10 years including competitor analysis of awarded contracts. Product price and cost reductions can be integrated with the contract forecast to assist financial planning. An independent market research forecast can be maintained to provide a sanity check on contract forecasting values as well as assisting with strategic product and sales planning.	10 year contract forecasting Analysis by product, vehicle & customer Competitive analysis Independent vehicle forecasting