CRM
has improved administrative efficiency:
A client calls. You quickly pull up the contact record for that
client. In an instant the current status of any activities surrounding
that client is known. He asks for a quote and so you open the
quote document. Since his relevant details are populated automatically
the quote is sent via fax or e-mail or both before the telephone
receiver is put down.
"Now
that's customer service!"
Sales Order.
Although we had quite a good computer filing system before on
our network server, since GoldMine processes were set up we are
now able to flow orders through the relevant departments with
an audit trail. We can now see the current state or history of
any aspect of our business work flow.
From
marketing - to lead generation - to prospect -
to order to shipping to billing - to customer care.
Goldmine CRM has closed the business process loop
for Florida Pool Heating. |
