Summary/ Overview
Customer Relationship Management, or CRM, is a system that helps businesses manage customer relationships in an organized and efficient manner. The purpose of a CRM system is to provide support to sales and marketing teams by storing a database of customer data. The data that is stored will be used for targeting potential customers as well as improving service quality.
CRM software employs two main methods: integrated customer databases (ICB) and standalone databases. ICB systems are systems that integrate with the company’s other IT software like ERP and accounting programs in order to provide assistance in customer management for employees. Standalone systems are simple databases used for customer relationship management, but they do not integrate with other software.
QuickBooks is a popular business accounting software program that helps you stay organized and gives you the tools to manage your day-to-day operations. Imprezian360 application enables users to enter all customer details, track conversations, and make notes on customer information in one place. With this tool, you can manage multiple contacts at once and record pertinent information about your customers' accounts.
Main Introduction
Imprezian360 CRM is an enterprise-level application developed by Imprezian Software, a leading provider of all-inclusive CRM, ERP, and eLearning solutions. Imprezian360 CRM is a customer relationship management software meant to help businesses manage and organize their customer interaction.
Customers can be contacted and tracked more easily. So, when you are in doubt, e.g., whether someone has been contacted, you can check their records to be sure. Reports & Analysis Tools for customer data management Successful management of accounts require an organized approach that allows employees to efficiently manage customer information and accounts. The use of Business Intelligence tools such as the Imprezian360 CRM application allow companies to quickly analyze customers by using predefined reports that look at specific aspects of their relationships with them.
The main purpose of Imprezian360 CRM is to help businesses manage and organize contacts with their customers. The software also allows you to track conversations with your clients. View a list of your conversations with current or past clients, and if you receive inquiries from the public about your business record, you can answer them without having to leave the system. Administrators can use the Imprezian360 CRM application for several business functions including marketing, credit management, customer support and more. When you are in doubt, e.g., whether someone has been contacted, you can check their records to be sure.
The Imprezian360 CRM application was developed with the help of a team of expert programmers to ensure that it is easy to use and understand for everyone. The interface is simple, making it easy for anyone to use the program and take advantage of its features. With the software, businesses can take innovative action to increase customer relationship management.
The Imprezian360 CRM application has features that complement the other programs within an organization, so it is important to have a solid foundation of support before integrating the software with any pre existing systems. The features that are provided by Imprezian360 CRM make it a great competitive tool for small businesses as well as large companies.
Imprezian360 is always improving and enhancing its products, and we are confident you will find this latest release of Imprezian360 CRM to be an improvement over the previous versions.
Company Services/ Facilities
- Promotional Tracking
For most companies in the 21st century, their main revenue source is from their marketing efforts. Many of these promotional efforts are tied to a specific customer or group of customers. Imprezian360 CRM offers accounting/finance departments the ability to keep track of all marketing expenditures by specific customers.
- Lead Management
The biggest challenge for most businesses is striking a balance between marketing initiatives that increase the company's visibility and those that reduce its exposure to customers. Your business can keep track of which connections turn into clients and which are merely "pushed" as potential customers thanks to Imprezian360 CRM.
- Proposal Generation
Customers often request information on your company's services or products. While you may have an internal process to generate these proposals and send them to the customer, it is oftentimes not nearly as efficient as using the Imprezian360 CRM application.
- Order Fulfillment
Most companies with a web presence depend on e-commerce to generate operating revenue. The Imprezian360 CRM application provides a way for your customers to request and track their orders.
- Inventory Control
Keeping track of inventories or products sold to clients is difficult for many businesses. Your business may keep track of every product sold to a specific customer using Imprezian360 CRM. Your accounting department, sales team, and even inventory management can use this.
- Customer Field/ Service Automation
For their clients who reside outside of their territory, many businesses contract out the field service. These field staff members may deliver excellent customer service with your help using Imprezian360 CRM. Your field services staff is capable of creating contact lists and scheduling meetings. Instead of having to place a separate call to the customer's representative in order to deliver a proposal and follow up on it, your sales team may generate proposals and call follow-up straight from this system.
- Integrated Scheduling
Your business may have a system to help generate proposed times for customer meetings. However, unless your employees are very familiar with the process, most likely there is a process that must be followed in order to create proposals and schedule them. This can be time consuming, inefficient and confusing for you as the business owner or manager to manage. With Imprezian360 CRM, you can generate proposals, including by customer name and their specific departments.
- Pre-Built Integrations
Imprezian360 CRM has built-in integrations to many solutions that are used by businesses. The Integrations offer a seamless sharing of information between the solution and the application, which will help you as a business owner or manager save time and money. These systems include Paribus, Stripe, Google Maps, Google Calendar, Google Drive and other systems.
Pros and Cons
Pros of Imprezian360:
- With Imprezian360 CRM, you do not need to input all the data yourself. Imprezian360 CRM will automatically input the data for you. This saves a lot of time and effort, especially when you have many stakeholders, who want to update their own records as well.
- It is cloud based; therefore, it is accessible to all and sundry. This saves you the cost of hosting the system.
- It is easy to use, therefore, it does not require specialized skills from your employees.
- It also allows for customized data and custom fields so that all your business information can be kept on one platform without redundancy.
- You can easily generate reports from different parameters, and then analyze them for improvements based on the gathered information.
- It has a built-in project management feature, which enables you to visualize your business contacts in a more effective and efficient manner using an interactive calendar wherein you could see your project team members' schedules in one place, thereby allowing better coordination and improved productivity.
Cons of Imprezian360:
- If your business uses a vendor that has not been integrated into Imprezian360 CRM, there are options available to get data into the system, but they are not always as efficient or simple as using an integration that was designed by the company or its developers.
- If you only use one or two of the functions available, implementing Imprezian360 CRM may prove to be too costly for your business as compared to similar solutions available on the market.
- You must have an existing process for your business to generate proposals and follow up on them. If this is not something that you currently do, it may be inefficient to implement into your processes.
Conclusion
Imbrezian360 CRM is a lot more than just an accounting and marketing software. The system can be used to take your business to a whole new level, allowing you to achieve better results than ever before. With the advanced tools available on this versatile platform, you are sure to make the most out of your business by using the most efficient features as well as keeping all your important information within one place. Imprezian360 CRM also comes with a host of integrations which can integrate your vendor data with Imprezian360 CRM so that you can always know what is going on in real time with all the transactions and activity happening within your system.
Imprezian360 is a complete cloud-based business management application that includes CRM, project management, service scheduling, time tracking and billing modules to help businesses manage their operations regardless of their industry or size across three channels – Sales/Marketing (including lead and opportunity management), Service and Support (including field service automation) and Accounting. It has been designed with simplicity and efficiency in mind. The software also works with very intuitive navigation, so you can learn how to utilize all the features faster as compared to other similar options available on the market. It is a truly robust system, known for its scalability and flexibility.