kelros.client Factsheet

kelros.client

By strengthening business intelligence and focusing on the development of appropriate relationships with different customer types, we provide Business to Client (B2C) CRM solutions that help our clients improve corporate efficiency, effectiveness and profitability. Improved management of prospects and customers through all stages of your relationship. kelros.client can dramatically improved management of key customer information such as:
  • Contact Repository - to hold all the data about contacts within these organisations.
  • Company Repository - to hold all the data about prospect and customer organisations
  • Contact Management - a record of all communications and activities with each contact to track sales progress.
  • Activity Management- fully integrated with Calendaring & Scheduling - including the ability to generate scheduled meeting activities for regular visits to key accounts. Combined with the Lotus Notes Calendaring and Scheduling this provides maximum tracking and monitoring of sales force activity as well essential reminders to the sales force.
  • Marketing Lead Source Analysis - the ability to track where new customer companies are generated from as well as the ability to track every individual sales lead's source to ensure that marketing spend is being correctly and effectively positioned.
  • Sales Cycle Support - lead registration and tracking, proposal, quote, sales order generation. All the forms necessary to ensure successful tracking and information flows to the prospect/customer are included thus ensuring maximisation of revenue conversion.
  • Linked to kelros.product - allows the import/creation of product details and fact sheets. This allows the Quote to retrieve product description and prices from the product profile form.
  • Correspondence - letter and fax generation with automatic addressing and formatting, combined with the ability to insert pre-formatted paragraphs and letters means that the correct marketing and sales messages can be quickly included with minimal effort from the sales person.
  • Contract Register/Repository - this is a store for all contracts that you may have with your customer base and can include brief outlines of the contract or can hold a full scanned image of the final legal contract. This provides the sales force on the road with quick and easy access to that information that is usually locked in filing cabinets in head office.
  • Call Planning Facility - to maximise contact schedules with key customers this facility can be adjusted to suit most sales force's procedures very simply.
  • Project profiles allow the recording of multiple companies/contacts on a single form and then letters can be automatically addressed to any selected contact. All project correspondence is kept with the Project form and does not show in the main views.
  • Log Complaints, Returns, Recalls, Praises- Choose where to initially log and approve the feedback. Using a workflow profile document for each type of form allows the workflow approval route to be fully automated, defined at the form creation time or a mixture of both. Alert people via eMail even if they are not part of the approval workflow. Track Progress of Corrective Action - all information regarding contact with the person raising the feedback is recorded for monitoring plus all financial implications (credits) can be recorded.
  • Bulk Mailing - the system includes the ability to select contacts by a variety of pre-set and ad hoc methods and then merge these with a pre-defined mailshot letter to create rich format marketing messages to send to a focused group of prospects and/or customers. Allows printed, eMailed and fax (via Domino Fax Server) Mailshots to be generated.
  • Issues log repository - record all the information about client request call with lookups to users, resources and service level agreement time frames. All activity relating to the request can be logged and stored and is tracked against the completion due date and time.
  • Issues tracking - based on your companies holiday and working hours profile, the completion date is calculated in working hours from the time the call is logged based on the severity level chosen for the request.