Integration with CRM systems such as ACT, Goldmine and Dynamic CRM drives sales, improves customer satisfaction and increases 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 current payment status of recent invoices and provides access to full invoice history data.
Service – shows all current and completed service calls with detailed service histories by device or location.
Meter Reading – lists current copy volumes per device and how they compare to anticipated levels
Leasing – details all current agreements with planned upgrade and 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.