Customer Relationship Management (CRM)
Simple management of all your information at your finger tips.
Our CRM (Customer Relationship Management) module forms a central part of our DMS. Designed to manage all the consumer and business information that is accumulated from membership activity, Tourist Information Centres, Call centres and web site activity on a day-to-day basis.
This tool has been developed with users in mind, enabling you to create audit trails of all communications with every prospective visitor and member business in the region. Used in conjunction with our reporting module – this offers you powerful information whenever you need it.
Using the CRM module to generate on and offline mailing lists couldn’t be simpler. Our solution gives you the tools to profile your data based on lifestyle interests, booking dates, profile age etc.
Key features include:
- Quick Add Wizard enables a DMS user to quickly create a new record.
- Roles & responsibilities of business contacts
- Lifestyle Interests of each consumer
- History of all conversation details
- Demographic Profiling
- Booking History
- Brochure Request and Fulfillment History
- Market Source
- Preferred method of Communication
- Opt-In/Data Protection
- Sophisticated search and selection by all above criteria
- Mail list functionality in multiple formats
- Membership management
- Various notes fields