APOLLO
CRM
Customer Relationship Management
APOLLO
CRM
Customer Relationship Management
The CRM (Customer Relationship Management) system enables companies to better organize and manage relationships with their partners, clients or customers.
Benefits
CRM & Mobile Sales :
anticipating customer needs
improving customer relationships and building partnerships
simpler planning and clearer strategy
easier and more efficient project management
centralized information available at all times
Benefits
CRM & Mobile Sales :
anticipating customer needs
improving customer relationships and building partnerships
simpler planning and clearer strategy
easier and more efficient project management
centralized information available at all times
TERMS
Terms used within CRM:
LEADS
“Lead” is the first step in the process. Leads are natural or legal persons who have shown an interest in your company or its product without first having any business relationship or interaction with them. A lead is by definition interested in your offer, but the severity of that interest may vary. For each lead there is a contact person and the first and basic task related to leads is to get in touch with the responsible person and thus to qualify their interest in the company or product.
CONTACT
After the initial contact with the leads and their qualifications, depending on the interest, the leads can become contacts. Contacts are actually qualified leads or partners with whom a more constant and intensive business relationship should be maintained.
BUSINESS OPPORTUNITIES
In terms of sales, business opportunities represent contact, however, unlike contacts, business opportunities carry a much larger amount of vital information for the realization of a business. It is important to carefully and accurately dispose of information about business opportunities. Business opportunities also take into account links with other companies and departments as well as detailed information about products that potentially participate in the business opportunity. During the realization of the business, business opportunities go through predefined steps or phases.
CAMPAIGN
Campaign management and planning plays a central role in a company’s marketing. Customers need to be sent the right information, at the right time via the right communication channel. The needs of clients must be at the center of the campaign.
Each campaign consists of three phases – planning, management and analysis. Planning is the initial step where the needs of the clients are defined. Management is the process of sharing various information via various channels. In this case, all actions related to the campaign (events, calls and tasks) are monitored. The analysis itself is an internal matter of the company, however, in the CRM system, the costs related to the campaign are monitored, as well as some other features and statuses of the campaign.
ACTIVITIES
Within the CRM system, there are three types of activities that take place between the system user and the client – calls, tasks and events.
Calls are the activity of phone calls. Important information related to the call itself is monitored, as well as results and observations that arose as after and during the call.
Tasks represent the various activities that system users need to perform. Tasks are a kind of reminder for these activities, but they also carry additional information related to the clients themselves.
Events represent various events that system users can organize and follow. Also, like other activities, events carry additional information related to the clients themselves, but also other parts of the CRM system, such as campaigns and business opportunities.
COMPLAINTS
Complaints are an inverse case of business opportunities with an existing client. During the business lawsuit process, the necessary information is recorded regarding existing clients who have not settled their obligations or are otherwise in conflict with your company. As for business opportunities, it is possible to use predefined processes within the lawsuit, which determine the course of the process itself and the state in which the client is.
TERMS
Terms used within CRM:
LEADS
“Lead” is the first step in the process. Leads are natural or legal persons who have shown an interest in your company or its product without first having any business relationship or interaction with them. A lead is by definition interested in your offer, but the severity of that interest may vary. For each lead there is a contact person and the first and basic task related to leads is to get in touch with the responsible person and thus to qualify their interest in the company or product.
CONTACTS
After the initial contact with the leads and their qualifications, depending on the interest, the leads can become contacts. Contacts are actually qualified leads or partners with whom a more constant and intensive business relationship should be maintained.
BUSINESS OPPORTUNITIES
In terms of sales, business opportunities represent contact, however, unlike contacts, business opportunities carry a much larger amount of vital information for the realization of a business. It is important to carefully and accurately dispose of information about business opportunities. Business opportunities also take into account links with other companies and departments as well as detailed information about products that potentially participate in the business opportunity. During the realization of the business, business opportunities go through predefined steps or phases.
CAMPAIGN
Campaign management and planning plays a central role in a company’s marketing. Customers need to be sent the right information, at the right time via the right communication channel. The needs of clients must be at the center of the campaign. Each campaign consists of three phases – planning, management and analysis. Planning is the initial step where the needs of the clients are defined. Management is the process of sharing various information via various channels. In this case, all actions related to the campaign (events, calls and tasks) are monitored. The analysis itself is an internal matter of the company, however, in the CRM system, the costs related to the campaign are monitored, as well as some other features and statuses of the campaign.
ACTIVITIES
Within the CRM system, there are three types of activities that take place between the system user and the client – calls, tasks and events.
Calls are the activity of phone calls. Important information related to the call itself is monitored, as well as results and observations that arose as after and during the call.
Tasks represent the various activities that system users need to perform. Tasks are a kind of reminder for these activities, but they also carry additional information related to the clients themselves.
Events represent various events that system users can organize and follow. Also, like other activities, events carry additional information related to the clients themselves, but also other parts of the CRM system, such as campaigns and business opportunities.
COMPLAINTS
Complaints are an inverse case of business opportunities with an existing client. During the business lawsuit process, the necessary information is recorded regarding existing clients who have not settled their obligations or are otherwise in conflict with your company. As for business opportunities, it is possible to use predefined processes within the lawsuit, which determine the course of the process itself and the state in which the client is.
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