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Your customers are the foundation of your success. Along with the acquisition of new customers, building a long-term and successful relationship with your existing customers is the major objective for your company. C3 offers all the functionality you expect from a trendsetting solution, which does more than the fundamental management of your customers.
For a quick overview of your customer account: the CRM Account Dashboard shows all sales, orders, actions, open invoices and other information that is important for your daily work in a clear and transparent way. Even when you're on the road, you can access all data with the mobile CRM app on your smartphone, which also allows you to recognize callers and quickly and easily call your customers from the car or on the road. The browser based responsive design automatically adapts to your device - mobile phone, tablet or desktop.
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All personal, telephonic and written contacts with your customers are registered in C3. You have the overview of the development of your customer relations as well as mailed advertising or other correspondence at any time. The structured construction of the events using individual process categories permits a simple overview and required action within processes. For example single events can be indicated when "completed" or "in progress”. It is also possible to find occurrences of words or partial words in client logs and also in documents such as word-docs with the C3 full text search.
C3 supports your own daily work organization with system-wide follow-ups, which include company-wide task and calendar functionality. You can assign yourself, your colleagues or an entire team to your choice of C3 objects such as customers, offers or e.g. specific tools and plan visits or discussions. To do so, you have the option of using C3 internal management or your own Outlook calendar.
With the C3 project management all information about a certain project is at your disposal at all times. A project also includes all relevant events and e-mails, documents as well as all receipts (estimates, quotations) linked to all companies involved and the respective contact person. With the help of freely definable project phases your sales team knows which sales are on the radar, and where the most profitable sales chances lie.
Valuable data is made easily available for marketing action and mailings. From a completed marketing action, you have relevant contacts for any follow up. The integrated address import and export assistant feeds purchased addresses into C3 and makes them available for other programs. The integrated standard letter manager creates customer cover letters in the desired format. All sequences are documented in the system, facilitating transparent customer service issues and gaining new customers.
With the link to Google Maps you can plan your customer vosits more efficiently.
After entering the location of your main customer visit, you can view other customers or prospects along the route from your office to the customer. Additionally, for prospects, you can also view sales opportunities to see which visit might be most worthwhile.
In this way, you can plan your customer visits more efficiently and save on travel costs, as you can easily combine appointments.
With Mobile CRM we offer the familiar features of the CRM module for your mobile device. With the new mobile version you can quickly pull up the most important data in the database before a customer appointment, check the latest transactions and any complaints, and have the names of all important contacts at your fingertips.