A total solution for building, maintaining and capitalising on relationships.
The financial heart of any business is the relationship between the organisation and its customers. Mismanaging these relationships diminishes your ability to capitalise on existing and new business opportunities. Harness CRM’s power to track contacts, create more targeted marketing and sales initiatives and to increase relationships’ value.
- Full integration into financial and distribution suites with MYOB Greentree
- One system across the customer lifecycle with all contact and business information
- Key knowledge and relationship information is safe across departments regardless of staff changes
- Seamlessly integrate customer visibility from sales, marketing, service, ongoing relationships to billing
- Alerts ensure follow-ups and steps in the process aren’t missed
- With access on the road, sales teams can close deals without delay
- Can be used in conjunction with familiar tools, email and calendar systems via Microsoft Office integration
- Make fundraising, events and booking management more professional