CRM – Managing Customer Relationships Successfully

Managing customer relationships more efficiently and successfully – the history of the CRM module in projectfacts

Customer relationship management is becoming increasingly important. The goal is to manage customer relationships efficiently and build long-term customer loyalty. CRM systems are particularly well suited for this purpose. For this reason, projectfacts has an integrated CRM module that has developed considerably over recent years. This article takes a look at the CRM module and shows how its integration in projectfacts is an advantage and how companies can benefit from it.

At the beginning there was the pure contact database

The CRM module in projectfacts started as a pure contact database. The goal was to store and maintain address and contact information in a central location. Over time, the information to be stored became increasingly detailed. It is now possible in projectfacts to create complex organisational charts. Companies can be classified according to a wide range of aspects and virtually all data can be stored in the contact information.

Overview screens give you all information at a glance

An important aspect of CRM systems is that they quickly and centrally provide employees with all information about the customer. Only in this way can work be organised efficiently. This is why an overview card was developed in the CRM module in projectfacts, on which all information about the customer is collected at a glance. In doing so, projectfacts takes advantage of the fact that the CRM module is integrated with all other modules, such as project management, invoicing, document management or the ticket system. This means employees can reach all of the customer’s activities with a single click and thus have all the information they need.

Integrated ticket system enables immediate communication with customers

The connection of the integrated ticket system also makes working with the CRM module more and more efficient. Customers can be contacted directly by email. The communication history is visible to all employees. Offers or orders can also be written and sent quickly.

Campaigns for marketing activities

Modern CRM systems have long since established themselves as marketing and sales tools. This has also led to the CRM module in projectfacts developing in this direction. A classic marketing instrument is campaign management. Customers can be filtered according to all kinds of information and then assigned to the relevant campaigns. The right customers can be addressed quickly and easily.

Sales Funnel – sales processes are optimised

With release 5.3, the CRM module in projectfacts also developed further with regard to sales activities. The introduction of so-called sales funnels, as an instrument of opportunity management, enables the optimisation of sales processes. This makes it clear which phase of the sales process a potential customer is in. This transparency enables employees to follow up at the right moment. The sales process can then be monitored. It can be determined exactly at which stage customers drop out or place an order.

The CRM module in projectfacts has continuously evolved over time. From a pure contact database, a fully functional tool has gradually emerged with which customer relationships can be managed efficiently and successfully. Through the link with other modules in projectfacts, not only is all customer information displayed centrally, but it can also be processed or viewed immediately. Unlike pure CRM systems, customer relationship management can thus be integrated into all business processes.