Viewing the Data

 

Different people need different ways to look at your data. 

 

By creating a bespoke CRM we are able to provide the optimum way for different parts of your business to view the information your CRM is gathering.

 

For example, a person who allocates Appointments to a Representative would like to see those appointments on a map before allocation, equally the Representative would probably like to see a Calendar of the Appointments and then see these on a Map also.  

 

CRM development starts with Consulation Visits, where we assess the business and the CRM is particular.  We then create a 'Roadmap' of the proposed CRM, and we will show you all the available options for looking at your information.  Thjs will also include mapping out your Staff Definitions to ensure quick and easy access to the correct parts of the System.  Good   Data is key, but it's vitally important to make it easy to access, and easy to understand.

 

Views available include:

 

Simple Tables & Lists

Calendar Views (Daily/Weekly/Monthly)

Mapping direct from the data (including directions if requested)

Comprehensive Reporting, both graphical & tabular

Storage & viewing of attached images (photos) and documents

Enhanced Filtering to ensure only relevant data is shown

 

Other functionality includes:

 

Automatic background Emailing (appointment confirmation etc)

Scheduling of automated tasks (eg: email out list of incomplete tasks - daily/weekly/monthly)

Import of lead data from other sources

 

Direct Link to Experian QAS Pro Postcode/Address Checker (subject to licence)

 

 

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