CRM & Sales Automation
In the age of Web 2.0, social media, and limitless peer-to-peer conversations, customers are more than king, they are active too in defining and creating the products and services they want. There has never been a more critical time to know and listen to your customers than now, nor the need to create a customer-focused organisation.
By gaining greater insight into customers - their purchasing trends and preferences - we can better manage and shape our relations with our customers, pre-empt their requirements, drive down the costs of acquiring them and ensure we more than meet their expectations. CRM and sales automation solutions are there to enhance your entire customer relationship cycle.
CRM & Sales Automation solutions help
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Establish a truly customer-centric organisation in which all your staff have the same clear, up-to-date view of customer information, marketing (both to prospects and existing customers) and sales pipeline activity
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Deliver a clear return on investment by finding more prospects and converting more to customers
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Maintain a smooth company-wide communication with your existing customers.
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Set and oversee sales targets and monitor sales' performance
What we offer
At Philip Toledo, we work with you to understand and optimise your business processes. We look in detail at your entire prospect - customer lifecycle and financial system, to ensure any CRM and Sales Automation solution optimises and integrates seamlessly with them. Our solutions can help manage your full customer life cycle from marketing campaigns to in-the-field sales and post-campaign and sales' follow up. They can provide detailed customer profiles to assist with your future marketing campaigns and promote cross- or up-selling.
Components can be deployed in full or in part and to integrate with your current solutions. They include:
- Account management - CRM databasing
- Marketing campaigns - bulk-action lists, centralised emails
- Sales force automation - from prospecting to follow-up
- Live Update to sales orders
- Service & support
Brand Solutions
We partner some of the best-of-breed brand solutions in CRM & Sales Automation
Access
Access Integrated Customer Relationship Management (CRM) teams all the benefits of a standalone CRM system with the significant advantage of a complete integration with your business and accounting information.
Access CRM & Sales Automation