Overview/ Summary
The CAS CRM is a powerful customer relationship management (CRM) software package that automates many tedious and time-consuming tasks associated with managing various aspects of your internal and external relationships. CAS CRM will help you better organize, manage, and track customer-related information.
CAS CRM includes tools such as campaign management, lead tracking and assignment, opportunity management, contact records management, calendar management and collaboration features. You can also export data from CAS CRM into popular formats like PDF or CSV files. Each user has their view of the system, which allows for better organization for each person using the system simultaneously.
Main Introduction
CAS CRM provides a complete set of features for managing, maintaining and improving customer relationships. The CAS CRM software provides an easy-to-use interface within the sales cycle planning phase where users can manage their campaign management, lead tracking, opportunity management and contact records management tasks all within the same system. CAS CRM currently supports Salesforce.com as an external data source and Outlook as an external source for managing contacts and opportunities. CAS CRM also provides a complete calendar management tool to help users track and manage appointments to stay in touch with the customer over the life of the relationship.
CAS CRM provides excellent services for small and medium-sized enterprises. The program is perfect for sales and marketing departments that require an integrated system for managing customer, prospect and lead data.
CAS CRM integrates with other popular software programs such as Microsoft Outlook, Microsoft Word and Excel to provide an on-demand services solution that meets the diverse needs of any organization. The campaign management tab allows users to create new campaigns, manage campaigns and associated activities, and track the status of the leads associated with the campaign. The lead tracking functionality lets users track leads sent in email messages or other marketing materials. The related activities functionality allows users to manage various step-by-step activities that have been started or completed within each campaign.
It also allows you to take advantage of new technologies such as real-time lead management, powerful campaign management, advanced contact records management and online collaboration. CAS CRM can be installed on either a desktop or virtual server environment. CAS CRM saves company resources by not having to purchase expensive mainframe computers for all software programs and systems.
Company Services/ Facilities
- Company Wide
The CAS CRM project includes easy-to-use tools and features to manage relationships with customers and prospects while saving time writing reports.
A company-wide user interface provides a single access point for all internal customers, leads and prospects within the company. The profiles provide a quick way to access essential information about a customer or lead without directly entering it into the system each time. The system also provides an effective way to cross reference information from other systems such as Microsoft Outlook, Microsoft Word and Excel along with your sales force.
- Sales
CAS CRM allows you to manage all aspects of your sales and marketing cycle. CAS CRM will help you better organize, manage and track customer-related information from beginning to end, including creating contacts, generating leads and managing opportunities. CAS CRM also allows you to generate reports that are easily accessible, allowing for an easier way for management to organize follow-up calls with customers who have not responded after being contacted.
- Marketing
CAS CRM also helps you improve your marketing skills with features like setting up your campaign management, lead tracking and assignment and opportunity management. CAS CRM allows you to manage contacts, leads and accounts within the same system, providing more effective communication between yourself and the customer. The system also allows you to manage your media campaigns in real time, allowing for better communication while reaching customers promptly.
- Administration
CAS CRM allows you to keep track of all your contacts, leads, accounts and opportunities from within the same system. The administration layout allows you to access different reports and manage your company's social aspects, such as calendars and collaboration features.
CAS CRM allows you to manage different methods of communication through email and instant messaging, which will provide an effective way to maintain communication with your customers. CAS CRM also provides a real-time dashboard application that allows users to view all their prospects and customers at a glance with real-time updates on their status, such as open or closed.
- Service Support
CAS CRM allows you to convert your contacts into service requests, which can be managed similarly to other types of requests. The system includes a service request workflow with separate views for managers and agents. An agent can view a ticket, approve it and assign it, while the manager can view all tickets, search for them and close them. CAS CRM provides a complete set of features to manage your service requests efficiently using best practices and standard techniques for quickly resolving customer issues.
Pros and Cons
Pros of CAS CRM
- The system has many features that allow you to manage your customer, lead and opportunity data in a single place. The system allows easy access to all the different customer information you may need. You can also manage contacts, leads and opportunities similarly, using best practices for effective customer communication.
- CAS CRM is a complete database program that provides clear and easy-to-use data entry forms for each customer contact. The system is easy to use, allowing you to submit your customer data on various pages with only a few clicks of buttons.
- CAS CRM offers extensive services with plenty of options for efficiently managing your customer data from start to finish.
Cons of CAS CRM
- CAS CRM requires an annual maintenance fee to keep track of the data in these systems.
- CAS CRM only allows for a simple and quick way to check on sales information, with only a few clicks in many cases.
Conclusion
CAS CRM is a completely web-based application, allowing users to get a birds-eye view of their customer relationships and how they perform at all levels of the sales cycle. With CAS CRM, you'll see your customers' progress in your organization as they communicate with you, follow up with them after an initial meeting, and meet or exceed their expectations at every step.
In the end, CAS CRM is a complete customer relationship management software that can be installed on a desktop or virtual server. CAS CRM saves company resources by not having to purchase expensive mainframe computers for all software programs and systems. The systems are easy to use and maintain, saving you time and money by reducing the downtime of your computer systems.