Customer Relationship Management module (CRM) of Teamyar ERP
Customer relationship management is a comprehensive strategy in businesses that emphasizes attracting, expanding communication, maintaining and providing better services to customers and increasing their loyalty. Teamyar's customer module, using the information recorded in the customer file and its detailed analysis, informs about the needs and interests of the customers and presents them in the form of various reports as soon as possible and predicts the sales and income of the business. Also, according to other systems and subsystems required by a business, this module provides the possibility of targeted marketing and increases sales, increases profits, reduces costs, provides more favourable services, and thus creates a sense of loyalty in customers.
Key Features of the Customer Relationship Management Module (CRM)
Communication with other modules
Accounting
Creating a customer account in accounting entities Creating a customer account in accounting entities
Send new email via the customer page Send new email via the customer profile page
Selecting customer emails Selecting customer emails
SMS module
Send new SMS through the customer profile page Send a new SMS through the customer profile page
Documents
Create a file from the client module and save it in the documentation module. Create a file from the client module and keep it in the documentation module
View all documents related to the client View all documents related to the client
Sale
Viewing the sales invoices of a customer with an account in accounting. Viewing the sales invoices of a customer with an account in accounting
Buy
Viewing the purchase invoices of a customer with an account in accounting. Viewing the purchase invoices of a customer with an account in the accounting
Quality
View customer-related surveys View customer related surveys
Exchange
Viewing the exchange invoices of a customer with an account in accounting. Viewing the exchange invoices of a customer with an account in the accounting
Project
View customer-related projects View customer-related projects
Chat
View conversations with customers. View conversations with customers
Task
Select customer actions Select customer actions
Defined workflow Creating action specific to each customer and executing it according to the workflow defined in the action module
Customer Module Subsystems (CRM)
- Sending SMS to customers invited to an event (communication with the SMS module)
- Communicating with the customer through e-mail, SMS and chat (communication with SMS module, e-mail, chat and website)
- Management of meetings and events related to the client (communication with the calendar module)
- Attaching all administrative correspondence, e-mails, text messages, documents, sales invoices, etc. to the customer's file (communication with SMS module, e-mail, conversation, action, documents, sales, purchase, survey, project, exchange and site)
- Managing the relationship between real and legal customers
- Registration of positions and information for real and legal customers
- SLA service level service management
- Managing telephone conversations with customers
- Recording of phone conversations and automatic connection of recorded conversations with the customer file
- Communication with Caller ID equipment
- Creating a report (communication with the report module)
- Creating custom reports based on all customer file information (non-financial and financial)
- Creating various charts in the form of circular, bars, pyramids, funnel, etc.
- Create a variety of customer selection filters
- Customer classification (connection with the branch module)
- Custom search based on custom fields
- Customer connection with the accounting heading of individuals as optional or mandatory (connection with the accounting module)
- Assigning a marketing, sales and support expert to customers (communication with the system manager module - upon customer request)
- Determining the interface for customers and communicating with each other on a one-to-many basis and vice versa
- Importing and exporting customer information through CSV text files
- Creating site account (portal) and assigning usernames and passwords for customers (connection with site module)
- Changing the password related to customer user accounts on the site (portal) (connection with the site module)
- Managing access to customer information at the user, group and position level
- Adding descriptions and attaching all types of text, video and audio files to the client's file
- Update customer change history by creating or changing information and descriptions
- Registration of real/legal customers and management of all required information
- Customer classification (connection with the branch module)
- Custom search based on custom fields
- Customer connection with the accounting heading of individuals as optional or mandatory (connection with the accounting module)
- Assigning a marketing, sales and support expert to customers (communication with the system manager module - upon customer request)
- Determining the interface for customers and communicating with each other on a one-to-many basis and vice versa
- Importing and exporting customer information through CSV text files
- Creating site account (portal) and assigning usernames and passwords for customers (connection with site module)
- Changing the password related to customer user accounts on the site (portal) (connection with the site module)
- Managing access to customer information at the user, group and position level
- Adding descriptions and attaching all types of text, video and audio files to the client's file
- Update customer change history by creating or changing information and descriptions
- Creating custom reports based on all customer file information (non-financial and financial)
- Creating various charts in the form of circular, bars, pyramids, funnel, etc.
- Create a variety of customer selection filters