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Customer Relationship Management

OneFit CRM

Customer Relationship Management

Effective communication with prospects and customers is the key to business growth. OneFit CRM is a powerful Customer Relationship Management system supporting multi-channel trade and retail business. This enables relevant and effective marketing, sales and customer engagement activity with integration to MSOffice and e-shot tools.

Sales opportunities are maximised and with an integrated lead to invoice flow, data entry is kept to a minimum. Sales Team Dashboard is a powerful timesaving tool, providing prospect and customer data drawn from the integrated Financial and Commercial database. The integration with products in Commercials provides visibility of special customer and product pricing to support the negotiation of rates and up-selling.

Customer issues are managed and traced using OneFit Customer Care Facility (CCF) and provides the necessary reporting for industry and supplier specific accreditations. OneFit Visual Control provides real-time sales management information and forecasting to ensure that sales growth targets are monitored and achieved.

OneFit CRM can be used as a stand alone module but benefits from being fully integrated into the complete OneFit solution or can be integrated with other third party software if required.OneFit CRM can also provide an advanced Customer Care Facility (CCF). Complaints or issues can be recorded, measured, monitored and managed efficiently and effectively. CCF is fundamental to achieving accreditations such as relevant ISO, Industry specific and supplier accreditations and approvals.

Key Features

  • Improve customer service
  • Generate relevant and effective marketing communications
  • Links to e-shot software
  • Manage sales team pipeline and forecasts effectively
  • Generate quotations
  • Links to MSOffice
  • TAPI Integration (dependent on compatible telecoms system)
  • CCF provides fault & incident analysis driving actions
  • Useful Knowledge base with Keyword Search

"We had no downtime at all in implementing this system and it has made life easier for our team, in some instances reducing preparation for an informed sales call from 20 minutes before we had the system installed to a couple of seconds, and a happy team is a productive team!"

OneFit Customer Relationship Management Leaflet
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