ATRC CRM Features and Benefits

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ATRC CRM is a Customer Relationship Management System.

 
The ease of usability is perhaps one of the most important advantages of ATRC CRM. The ATRC CRM software provides add-ons for Mozilla/Thunderbird, Outlook, Word, and Customer Portal, which add more value to the end-users by providing many enterprise features.

Customer relationship management (CRM) is a term applied to processes implemented by a company to handle its contact with its customers. CRM software is used to support these processes, storing information on current and prospective customers. Information in the system can be accessed and entered by employees in different departments, such as sales, marketing, customer service, training, professional development, performance management, human resource development, and compensation. Details on any customer contacts can also be stored in the system. The rationale behind this approach is to improve services provided directly to customers and to use the information in the system for targeted marketing.

Features

Workflow

ATRC CRM's workflow module is an efficient, powerful, and flexible tool that delivers advanced capability to streamline and automate repetitive tasks freeing users to focus on selling and servicing customers. ATRC CRM users can model business processes and design flexible automated actions that are triggered to run at anytime.

Sales

Model your sales pipeline quickly and easily. Free your sales people to do the high value selling you pay them to do, not the low value administration they hate. Produce beautifully templated Quotations, control your pricing strategies, make sure your Contract renewals are always serviced and make sure that every lead is followed up quickly and professionally. Easy to use with powerful impact.

Portal

Customer self-service is no longer a dream. It's a snap. Manage all your customer issues through an easy to setup and use website. With secure login controlled from ATRC CRM, your service teams will be instantly notified of customers issues and your customers will know as soon as their issues have been dealt with. Free your customer service team to do the hard yards of solving customer problems, not the hard slog of interpreting and recording the problem.

Technology

The ATRC CRM system takes advantage of many application softwares to accomplish its functions.
These include but are not limited to the following : Firefox, Thunderbird, Mysql, PostgreSQL, PHP, Perl, Apache, Linux and many more.

ATRC CRM is an award-winning open source Customer Relationship Management (CRM) application. ATRC CRM is functionally equivalent to the major product suites like Salesforce, Oracle, SAP and Microsoft Dynamics, ATRC CRM is enterprise-ready and is displacing traditional vendors in large accounts. ATRC CRM is available to download, modify and distribute. It is and always will be a completely open source product.
 

Workflow

ATRC CRM's workflow module is an efficient, powerful, and flexible tool that delivers advanced capability to streamline and automate repetitive tasks freeing users to focus on selling and servicing customers. ATRC CRM users can model business processes and design flexible automated actions that are triggered to run at anytime.

Workflow

ATRC CRM's workflow module is an efficient, powerful, and flexible tool that delivers advanced capability to streamline and automate repetitive tasks freeing users to focus on selling and servicing customers. ATRC CRM users can model business processes and design flexible automated actions that are triggered to run at anytime.

Sales

Model your sales pipeline quickly and easily. Free your sales people to do the high value selling you pay them to do, not the low value administration they hate. Produce beautifully templated Quotations, control your pricing strategies, make sure your Contract renewals are always serviced and make sure that every lead is followed up quickly and professionally. Easy to use with powerful impact.


Portal

Customer self-service is no longer a dream. It's a snap. Manage all your customer issues through an easy to setup and use website. With secure login controlled from ATRC CRM, your service teams will be instantly notified of customers issues and your customers will know as soon as their issues have been dealt with. Free your customer service team to do the hard yards of solving customer problems, not the hard slog of interpreting and recording the problem.



While the term is generally used to refer to a software-based approach to handling customer relationships, most CRM software vendors stress that a successful CRM strategy requires a holistic approach. CRM initiatives often fail because implementation was limited to software installation without providing the appropriate motivations for employees to learn, provide input, and take full advantage of the information systems.

Overview

From the outside, customers interacting with a company perceive the business as a single entity, despite often interacting with a variety of employees in different roles and departments. CRM is a combination of policies, processes, and strategies implemented by a company that unify its customer interaction and provide a mechanism for tracking customer information.

CRM includes many aspects which relate directly to one another:

Types/Variations of CRM

There are several different approaches to CRM, with different software packages focusing on different aspects. In general, Campaign Management and Sales Force Automation form the core of the system.

Operational CRM

Operational CRM provides support to "front office" business processes, for example to sales, marketing and service staff. Interactions with customers are generally stored in customers' contact histories, and staff can retrieve customer information as necessary.

The contact history provides staff members with immediate access to important information on the customer (products owned, prior support calls etc.), eliminating the need to individually obtain this information directly from the customer.

Operational CRM processes customer data for a variety of purposes:

Sales Force Automation (SFA)

Sales Force Automation automates sales force-related activities such as:

Analytical CRM

Analytical CRM analyzes customer data for a variety of purposes:

Analytical CRM generally makes heavy use of data mining.

Sales Intelligence CRM

Sales Intelligence CRM is similar to Analytical CRM, but is intended as a more direct sales tool. Features include alerts sent to sales staff regarding:

Campaign Management

Campaign management combines elements of Operational and Analytical CRM. Campaign management functions include:

Collaborative CRM

Collaborative CRM covers aspects of a company's dealings with customers that are handled by various departments within a company, such as sales, technical support and marketing. Staff members from different departments can share information collected when interacting with customers. For example, feedback received by customer support agents can provide other staff members with information on the services and features requested by customers. Collaborative CRM's ultimate goal is to use information collected by all departments to improve the quality of services provided by the company.

Geographic CRM

Geographic CRM (GCRM) combines geographic information system and traditional CRM. Geographic data can be analyzed to provide a snapshot of potential customers in a region or to plan routes for customer visits.

Strategy

Several commercial CRM software packages are available, and they vary in their approach to CRM. However, as mentioned above, CRM is not just a technology but rather a comprehensive, customer-centric approach to an organization's philosophy of dealing with its customers. This includes policies and processes, front-of-house customer service, employee training, marketing, systems and information management. Hence, it is important that any CRM implementation considerations stretch beyond technology toward the broader organizational requirements.

The objectives of a CRM strategy must consider a company’s specific situation and its customers' needs and expectations. Information gained through CRM initiatives can support the development of marketing strategy by developing the organization's knowledge in areas such as identifying customer segments, improving customer retention, improving product offerings (by better understanding customer needs), and by identifying the organization's most profitable customers.

CRM strategies can vary in size, complexity, and scope. Some companies consider a CRM strategy only to focus on the management of a team of salespeople. However, other CRM strategies can cover customer interaction across the entire organization. Many commercial CRM software packages provide features that serve the sales, marketing, event management, project management, and finance industries.