Enhancing Customer and Prospect Communication with the CRM System
The Customer Relationship Management (CRM) module in Hinawi ERP is a valuable tool for companies looking to improve their customer relationships by providing a range of powerful and easy-to-use features. These features help build strong customer relationships, enhance customer satisfaction, increase sales, and improve profits.
A key element of this system is the streamlined sequence of actions based on granted permissions for internal control, saving time and effort while serving current and potential customers to give a distinguished image of the company.
Registering and Tracking Incoming Inquiries
- Incoming Inquiries: This screen allows users to manage and track all customer inquiries, whether via email, phone, or personal visits.
- New Inquiry Details: Users can enter new inquiry details using information from the debtors or potential customers list in the accounting system, update existing inquiry details, and provide hard copies to document inquiries while removing unwanted ones.
- Follow-Up on Inquiry Status: The screen facilitates approval processes for inquiries ready for execution, tracking inquiry status and updates, and converting inquiries into quotes in the accounting system.
Customer and Prospect Follow-Up
- Customer and Prospect Follow-Up: This screen helps manage relationships with current and potential customers, tracking all interactions and expected sales. It allows recording and tracking all customer interactions to ensure effective relationship management. Users can create reminders for timely follow-ups and generate detailed reports on customer status and activities.
Key Features
| Feature | Description |
|---|
| Reminder Management | Custom reminder templates can be created for follow-ups with customers, and automatic reminders can be sent based on a set schedule, ensuring regular follow-ups. |
| Schedule and Task Management | The system allows managing employee schedules and organized follow-ups with customers, assigning tasks to employees, and tracking their execution efficiently, with daily performance reports on employees and their tasks. |
| File Management and Communication | The system archives all company files, including customer files, correspondence, and reports. Users can send general or customized emails and text messages to customers and track and analyze all incoming and outgoing emails and texts. Customer names can be added through text input. |
| General Features | The CRM system is linked to the sales system in Hinawi ERP, facilitating the issuance of quotes to potential customers, tracking the status of issued quotes, and outstanding amounts from customers. The system can be used to send notifications to customers reminding them of quotes or due payments, as well as text messages alerting customers to the due dates of deferred cheques. |
| Language and Flexibility | The system includes storage for all company files, including customer files, correspondence, reports, and more, facilitating organized information and quick, efficient access. The software operates in both Arabic and English, allowing for easy design and printing of all templates. All systems are interconnected, with multiple reports for each template and monitoring reports that help identify gaps and improve performance. |
CRM Reports
Hinawi ERP’s CRM module provides a variety of reports that help companies monitor and analyze their operations accurately. These reports include tracking customer inquiries, monitoring interactions, measuring employee efficiency, and analyzing customer and sales data. These reports aid in making informed decisions and improving processes to better meet customer needs.
Frequently Asked Questions about the CRM System in Hinawi ERP
What is the CRM system in Hinawi ERP?
The CRM system in Hinawi ERP is a tool designed to help companies improve their customer relationships by tracking interactions, managing inquiries, organizing marketing campaigns, and analyzing data to enhance service and increase sales.
How can the CRM system help track inquiries?
The system enables tracking all inquiries and requests received by the company via email, phone, or personal visits. All this information is stored in the system, and employees can easily access and follow up on them to ensure effective and organized customer service.
Can quotes be issued through the CRM system?
Yes, the CRM system is linked to the sales system in Hinawi ERP, making it easy for companies to issue quotes to potential customers, track the status of issued quotes, and outstanding amounts from customers.
How can the system help companies send notifications to customers?
The CRM system can be used to send notifications to customers, reminding them of quotes or due payments, as well as sending text messages to alert customers about the due dates of deferred cheques.
What are the primary benefits of file management through the CRM system in Hinawi ERP?
The system includes storage for all company files, including customer files, correspondence, and reports, facilitating organized information and quick, efficient access.
How does the system track employee tasks?
The CRM system can be used to track employee tasks and generate daily performance reports, enhancing task organization and productivity.
What additional features does the CRM system in Hinawi ERP provide?
The system offers additional features like system customization according to company needs, advanced search in customer data, converting reports to Excel, and providing technical support to users.
How is the CRM system linked to the accounting system?
When creating a new inquiry, information is taken from the debtors’ or potential customers’ list in the accounting system. Approved inquiries can be converted into quotes in the accounting system, facilitating follow-up and achieving sales.
العربية
