CRM Customer Relationship Management - CRM Modules
In today's competitive environment, companies have to increase their services for their clients. The focus of our CRM is to gather the customers' information to automate the processes, and improve the efficiency of your actions.
What can CRM solutions bring to our business?
Gather all information for one customer from all departments
Better understand and follow up the customers needs
Communicate and share customers' information
Improve your customers' satisfaction and sales
Facilitate and automate the filling of administrative documents
With a CTI system, the customers' details appear automatically on reception of his call.
Modules of CRM Solutions
Customers and contact Management
Leads and Project tracks
Sales reports (Internet and Pocket PC)
Reports Analysis (Meeting, email, fax, calls, offers, invoices)
CTI and Call Center
Campaign Management
Telemarketing
Customer Self Service
Support
Sales
Predictive Analytics
Multi Channels Communications
Marketing
CRM for Communications
Customer behavior Modeling
Customer Management
Through an Internet Explorer, all the employees of the company have access to the list of customers and to their details (companies as well as contacts). Before a new appointment, they can visualize the history of the relation with this particular customer, without requiring a specific report. After each appointment or contact, the commercial or employee fills his report either directly on line or on his computer and synchronize the information later. The report is then saved in the central database and immediately visible by all the persons of the company. Search engines allow finding the information according to the company, to the name of the contact or of the person in charge of this client.
Leads and projects
Register all leads known from your market and define their details. Track their advancement by defining actions on due dates for specific persons. Save the BID and technical offers to the web customers' folder to allow all authorized users to access to it. Receive qualitative and financial reports by customers, sales representatives, and region and product categories.
Sales Reports
All actions with the customer (calls, email, faxes, and meetings) are subject to a report. The employees fill them in real time and feed the common database.
The traveling users may fill their data from a Pocket PC device. They obtain access to all details of their customers, the products' base, the order and invoice forms as well as all sales and objectives report. They fill marketing questionnaires directly with the customer. All information is replicated with the main database when the device is connected to the company network or Internet.
Report Analysis
Measure the efficiency of your actions and improve tour sales strategies by analyzing all information places in the system. Example: Average number of appointments by month by region by representatives. The reports are dynamic and refreshed on the opening of the page. The module is provided with full graphical charts and cross tables.
Read More about CRM at CRM Customer
Relationship Management your best CRM Customer Relationships Management
Source.
Mortgage sales, Leads Come in Many Varieties
For loan officers and mortgage brokers we are constantly on the look out for leads. Here are a few ideas to obtain more of them.
By far, your family and friends are your best source of lead referrals. Be sure to make your family and your entire circle of friends aware of the fact that you are working in the mortgage industry and make sure they have a supply of your business cards.
And don't be shy, tell them you expect referrals from them.
Customer referrals are also a good lead source. So be sure to treat every customer with respect and excellent customer service and you can guarantee they will refer you when someone mentions they are looking to purchase or refinance.
Again, don't be shy, after you close their loan, ask them to refer you if they know someone who is in need of your services.
Networking groups such as your community's Chamber of Commerce or your local lions club usually meet once a week at a designated restaurant for lunch. It would be a good idea to join a few of these groups to get your name out there, and it is also a good way to keep your business cards in circulation.
And, last but not least, mortgage lead companies. This isn't such a bad idea for new loan officers, only because you are new to the business and haven't had an opportunity to build up your book of business to this point. This is a great place to begin.
If you are a seasoned loan officer, mortgage lead companies are a good way to jump start your business during a slow time such as holidays and the summer months.
If you do decide to go with a mortgage lead company, look for the mortgage lead companies that sell their leads in "real time," this way you will be receiving fresh leads, and you will be able to count on their quality.
About The Author:
Jay Conners has more than fifteen years of experience in the banking and Mortgage Industry, He is the owner of http://www.jconners.com a mortgage resource site. You can also check out his blog at http://wwwmortgagespot.blogspot.com for more articles
How to protect yourself from Identity theft
With identity theft and the security of personal and business information
becoming increasing points of concern, paper shredders have become an
essential item in any office or home. Any sensitive document that contains
information like a Social Security number, birth date and credit card
information should be shredded. If you don't already own a shredder, you
will find them available in everything from personal sizes for the
occasional home user to big, industrial sizes for offices. The following
article explains the main differences between the two most popular types of
paper shredders available.
Cross Cut Shredders
Also known as "confetti" shredders cross cut shredders offer maximum
security, there is little chance that an enterprising thief can piece the
papers back together again. Cross-cut shredders provide more security by
cutting paper vertically and horizontally into confetti-like pieces. They
use two contra-rotating drums to cut rectangular or parallelogram-shaped
shreds.
Probably the most well-known paper shredder manufacturer is Acco Rexel.
Acco Brands products are marketed in over 100 countries across the globe.
They are the largest suppliers of paper shredders in the U.K.
Paper shredders are divided into three categories: heavy use, for 10 or
more users; medium use, for 6 to 10 users; and light use, for 1 to 6 users.
Acco Rexel also offers machine models designed for use in homes or home
offices. Heavy-use shredders can shred from 7 to 38 sheets at a time. All
of its shredder models are able to handle a variety of items, such as
credit cards, paper clips, and staples. If you think you will need this
functionality, be sure to choose a shredder that is capable of destroying
these objects.
An advantage of cross cut shredders is that shredded paper compresses
better so the basket holds more cut paper, however they may require more
maintenance and generally cost more.
Strip Cut Shredders
Strip cut shredders shred documents into long narrow pieces of paper.
Although these types of shredders perform the basic job, they are not as
secure as cross cut shredders because it may still be possible to
reconstruct the shredded documents. Strip-cut shredders generally can
handle a higher volume of paper with lower maintenance than that of cross
cut shredders. But the strips don't compress as well as crosscut shreds ,so
you'll need a larger basket (or more frequent emptying)
Shredders can cost anywhere from about $40 to over $10000. Before choosing
one, keep in mind that each shredder can only handle so many sheets in a
session, ranging from approximately 80 to 920 sheets. Shredding sessions
vary from two to 10 minutes, so if you have a large number of documents to
shred, you may need to complete your work over the course of a day. Most
shredders require a cool-down period, ranging from 4 to 30 minutes; if you
need a frequent-use shredder, be sure to check for that specification.
