idCRM

Direct benefits from having a CRM

  • Obtain new clients and keep existing ones.
  • Strengthen relationships with current clients.
  • Increase the capacity of detecting new sales opportunities.
  • Improve costs, quality and the range of accepted offers.
  • Help cross-sales.
  • Simplify marketing and sales processes.
  • Segmentation and results (per client, product, family, campaign).
  • Improve income per client.
  • Involve the organization, benefitting cultural change.
  • Monitor indicators, such as economic data in real time.

Keys to success in the implementation of a CRM:

Divide the CRM project into manageable stages and short-term objectives.
idCRM is made up of modules, which means that it can be implemented in Stages quickly.

Begin a pilot project in critical areas, quick implementation, limited scope and adaptable during progress.
idCRM has record implementation times and its structure and technology allows it to adapt to the client's demands and business during the implementation.

Ensure that the architecture of the project is scalable.

idCRM is made on a web platform and can be integrated into an existing application by means of a routinely updated database. It also equipped with extensive flexibility, which makes the system scalable and dynamic as required by the business.

Integrate only information which is really critical. Not use tools that are oversized in costs and function.
idCRM is ready to start functioning with the first load of data, it is simple and user-friendly and maintains the best cost-benefit relation on the local market.

CRM can be eternal, evolve technologically and reinvent itself.
IdCRM is a highly flexible and scalable product, made locally and this enables its growth and innovation at accessible costs.

IdCRM oriented towards:

Companies that need to manage their business in relation with the client in a practical, functional and simple manner while managing a considerable database of clients.

 

Modules

Sales opportunities module
Contains information on possible sales associated with a client and the monitoring of each sales opportunity is identified step by step.

Clients module
Manages the persons or organizations that the company works with or could get to work with.

Customer service module
Its principal function is to manage the clients and suppliers with their respective follow-up queries.

Agenda
Allows users to register activities via this application, that they wish to be reminded of for specific periods of time.

Report module
Helps your company to obtain reports as they come in, in order to be able to make decisions for your business. These reports can be seen as spreadsheets, directly from the system or exported from another.

Configuration module
Allows users to configure the system to function according to the information and clients that they manage.

Security module
Allows the system administrator to handle all accesses to pages and actions on those according to the profile of the user.

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