The CRM module is designed to assist you in managing relationships with clients and associated contacts, exploiting opportunities for generating additional revenues and in running effective marketing initiatives.
Event Management
The existing Star database is extended using Contact & Profile Information to hold full information about your clients, their contacts and the work that you currently undertake. Extensive user definable profiling can then be exploited to identify target audiences for marketing campaigns, followed by the efficient generation of mailings, whether emailers or physical mailings.
Intuitive wizards guide the user through the process, saving time and ensuring accuracy of the resulting mailing targets.
Once a campaign has been initiated, the Event Management feature will track progress, capture feedback and effectively manage any associated marketing event, whether it be a conference, lunch, seminar etc. As a consequence, the successful creation of new business opportunities feeds the firm's sales pipeline and helps to manage the creation of new business opportunities.
Relationship Management
Relationship Management enables you to create notes and activities against clients, contacts and engagements (jobs). Notes can have a follow up activity associated with them and can be allocated to any member of staff - an activity together with due date that is automatically flagged to the appropriate individual and can also be set to appear in their Outlook Tasks.
The flexible and powerful CRM business tool enables the practice to maintain the highest levels of customer service and can play a key role in generating increased revenues and profitability.
