CRM - Contact Relationship Management
Contacts are the lifeblood of any organisation. VersaCloud recognises this and through use of our Contact Relationship Management (CRM) empowers you and your team to manage your key asset in the most effective way possible.
Use VersaCloud CRM to efficiently record and retrieve information and interactions between your business and contacts, providing you with an accurate and real time overview.
The CRM is at the heart of the VersaCloud system and as well as allowing the effective sharing and control of contact data it integrates seamlessly with all the other VersaCloud modules, so you can find out in one place all of the interactions happening with any particular contact.
Features
- Storage of contact and any other type of related information
- A history of all interactions with each client is kept on record
- Categorisation of contacts (i.e. suppliers, clients, prospects)
- Organise contacts into groups for use in most other modules including the E-Marketing Module.
- Define position types for your contacts allowing you to control how your contacts are categorised.
- Sophisticated group management features including addition and subtraction of groups
- View tasks and sales pipelines in which contacts are mentioned
- View surveys that contacts completed
- View bulk emails that contacts received
- View CRM webpages the contact visited in response to an email from the E-Marketing System
- View files that were uploaded and related to any contact record
- Collect contact information directly from your web site using the VersaCloud Web Registration system
Benefits
- Increased staff productivity
- 'Joined up' client management as one can view all client interactions on one place
- Managers can view the contact log to review the teams notes on the system
- Reduced personnel costs
- Reduced integration costs
- Share contacts within your company
- We charge a monthly fee not by the number of contacts