CRM

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  1. Kit
  2. Products
  3. Solutions for tax advisors
  4. BMD CRM
  5. CRM
<p>CRM - Document and contact management</p> <p>Mass letter</p> <p>Call-Interface</p> <p>Web CRM</p> <p>Event planning (organization of seminars)</p> <p>Campaign planning</p> <p>Survey</p> <p>Authorizations - standards</p> <p>Minutes of the meeting</p> <p>Workflow (in connection with CRM, checks of received invoices, time records and purchasing)</p>

CRM - Document and contact management

Mass letter

Call-Interface

Web CRM

Event planning (organization of seminars)

Campaign planning

Survey

Authorizations - standards

Minutes of the meeting

Workflow (in connection with CRM, checks of received invoices, time records and purchasing)

CRM - Document and contact management

Using an ideal combination of DMS and office organization, BMD CRM records and takes care of your customer contacts. The central database needs only single servicing and makes it possible for you to obtain, at the push of a button, all relevant information about customers, such as turnover, buying habits, payment morale, etc. Full integration of CRM into BMD applications, such as contract records, reporting and accounting, gives you a complete overview of the organization.

Save the documents in the original data format or in the PDF format from any user software, such as CAD, PPS, etc. You can comfortably archive documents directly from MS Office – documents, tables, PowerPoint presentations and e-mails. Through the MS-Exchange server, the dates and tasks are automatically synchronized – with mobile phones too. 

Mass letter

Handle ordinary mail, circulars, invitations, balance confirmations, etc. while using models and interconnection to master data, thus saving your time and costs.

You can automatically copy addresses and addressees into letters, send the letters free of charge via e-mail and archive them easily. 

Call-Interface

The interface for automatic dialling of phone numbers directly from the telephone protocol and automatic identification of incoming calls saves you time you would otherwise spend by lengthy search for customers' telephone numbers. A prerequisite is a telephone exchange with TAPI interface. 

Web CRM

Web records of:

·          contact diary,
·          tasks,
·          dates and
·          documents. 

Event planning (organization of seminars) 

By means of this ideal tool you can plan and administer your events, easily coordinate dates, draw up lists of participants, allocate funds, etc. 

Campaign planning

Plan, run and check the success of your advertising and sales campaigns. Just like when creating letters, you can select addresses while having all the functions of CRM at your disposal, using the searching, filtering, comparing and sorting functions as well as searching for and selecting the contact persons. 

Survey

What the customers wish and what they need – with the BMD tool for the creation of questionnaires, you can easily monitor and report satisfaction of your customers. 

Authorizations - standards

The automatic system of authorizations contains all functions from the modules CRM, EVZ, FIAC (Financial accounting), COAC (Cost accounting), HRM, Balance, Assets and Time records, as well as the predefined roles in the company. 

Minutes of the meeting

By means of this module, you can easily

·          plan,
·          hold and
·          record your meetings.

You establish a date of the meeting and use it to create minutes of the meeting, into which you transfer the data and participants from the defined date. The dates and tasks set during the meeting will be directly transferred or delegated to the respective persons. 

Workflow (in connection with CRM, checks of received invoices, time ecords and purchasing)

Reduce the time needed for processing and performing tasks and, as a result, save the costs – automatize the course of your standard processes. Improve the quality of the course of your work, e.g. in the modules:


·          Check of received invoices
·          Orders
·          Approval of holidays
·          etc. 


Have you found this product interesting? Contact us.

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NULL

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NULL
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NULL

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uroven1 = 
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news = 
NULL

uroven5 = 
NULL

uroven6 = 
NULL

uroven7 = 
NULL

otevrit = 
NULL

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