Integration with CRM systems, including Compass Sales Solutions, ACT, Goldmine and Dynamic CRM, drives sales and improves customer satisfaction whilst increasing productivity.
CRM systems work best when data flows seamlessly to and from different applications. 2CRM facilitates this by enabling 2serv to integrate with commonly used CRM systems and allows salespeople to use simple web-queries to access a wide range of information including:
Billing – highlights details of current billing configuration including billing method, cost per copy, AMCV and any regular contract charges.
Service – shows all current and completed service calls with response times, the engineer who visited and the cost of spares fitted.
Meter Reading – lists billed readings per meter and the usage achieved since the last bill.
Leasing – details the current lease agreement for the individual item of equipment allowing you to plan upgrades of kit based on termination dates.
2CRM gives salespeople access to higher levels of information about existing customers and enhances the account management process. It maximises upsell opportunities and increases contract renewals and revenues by better targeting of activity to improve sales productivity.