CRM

IP1 CRM enhances the process of managing, integrating and where appropriate automating all customer interactions and streamlining the various channels and processes involved. It helps to create a customer-centric organisation, resulting in improved customer retention, higher customer profitability, increased effectiveness of sales and marketing and stronger customer relationships.

In a customer-centric organisation the customer is the starting point for everything. This means that anyone who is interacting with a customer should be able to retrieve all information about that customer from a single source, without having to change systems and/or databases. This also applies to prospects, or potential customers, suppliers, agents, authors, end-users or anyone with whom the company relates. [Read more…]

Customer & contact management Customer management Contact management
Online campaigns (DM campaigns) Work with Campaigns
Academic adoptions Academic maintenance

Work with academic curriculum

Academic interest code maintenance

Academic reports

Academic issued samples report

Academic BO samples report

Academic samples and BO reports

Incident management CRM dashboard Work with CRM incidents
Export CRM incident
Incident status report
Work with CRM opportunity
Work with emails
CRM maintenance Calendars & resources

CRM calendar by company/resource
Work with CRM resource

 

CRM Program registration

CRM templates & letters

Work with CRM templates
Work with CRM contact access
Work with CRM activity
Work with CRM Notification
Work with CRM contact template
Maintenance of letter templates
Auto overdue CRM letters

CRM contact import

Import CRM contact
Rebuild CRM match key
Build CRM match key links
Contact duplicate maintenance