It is great when you join up a process and see seamless integration in software solutions to really support you across the whole process.
We use our own intranet software to deal with website leads and sales management of opportunities that result from them. Whereas previously we used Process Manager to manage the leads and Sales Manager to manage opportunities once meaningful interactions had occurred and an account manager needed to be involved - we had no clean implementation to produce a truly integrated approach. Recently two developments have really boosted our sales efficiency :
• We started to use Process Manager SLAs to act as auto responders, which meant people who had shown interest in our software were sent personal emails and useful data sheets via 3 emails
• If an interaction takes place we developed a Process Manager Plug-in to provide a one click process to generate a CRM company, contact and opportunity record in Sales Manager.
The net result has been a very significant increase in discussions with potential customers, and a really efficient enquiry handling process for our own business.
Prod-Sales
integration, intranet software, processes
As an integrated framework that provides significant applications it is great to see how easy it has become to link between them – and how pragmatic and useful the resultant functionality is for companies.
One great example is the use of Claromentis for managing a customer relationship – from initial lead processing, through to sales management and onto the implementation using Project Manager. In all cases the integration is simple, effective and efficient.
- Lead processing : managed using InfoCapture auto responders and using notifications and SLAs – the leads are responded to and useful information provided. At any stage manual interaction can take place, and auto responders are then set on hold. When gates are passed and the lead qualifies as relevant and appropriate – one click generates a company, opportunity and contact record in the relevant Sales Manager territory.
Direct Integration
- Sales Management : from this point all relevant information, activities and documents are captured as the new account moves through a customizable sales cycle.
- As soon as the project is approved, a direct link form the sales Manager record is generated to the new Project in the correct Programme in Project Manager to deliver the products and services that have been ordered.
For completeness the project metadata can link back to the Sales Manager records – so there is no need to duplicate relevant documents and data in project manager.
This level of integration and support is a pleasure to use and really offers the sales and project managers an integrated platform of information on which to ensure success for both our company and our new clients.
In our own company as we continue to accelerate our rate of customer acquisition this platform also allows us to scales up our delivery side with no loss of quality. It is becoming one of the most critical sides of our business as we continue to grow - which is particularly satisfying when we recommend this approach to our own clients.
Products
efficiency, integration, Prod-Intranet
