EcoSun CRM/PRM
A popular system for customers and business partners’ relationship management
Increases efficiency and quality of business processes and improves communication
... for a successful sale and customers’ satisfaction
Business process under control
EcoSun CRM/PRM is a favourite system for the central evidence of customers, suppliers and other business partners and for the effective management of business communication with them. The system’s advantage is its usability during the first business or marketing activities, usually resulting in the initial contact with potential clients and partners. The next step – the long-term targeted communication with them, is particularly important in the business process and requires a very close attention. Therefore, the EcoSun CRM/PRM is a very effective aid at this stage, as it records the entire business relationship history in detail and helps efficiently to manage business opportunities. It enables to continuously follow the activities of each department, monitor the fulfillment of given tasks and evaluate the performance of business teams.
Everything important
in one place
Focused
on efficiency and quality
Overviews for managers
the effective way of checking
EcoFlex
The unique architecture
EcoSun CRM/PRM
System features
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Bulk e-mailing support
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MS Outlook mail client cross connection
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Business e-mails, documents and files archiving into own database of CRM
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Calendar – scheduling and monitoring of activities
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Continuous monitoring of sellers’ tasks fulfillment
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Sellers performance (number of activities) monitoring
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INFOCentrum - user’s universal information window
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3DFilter - filtering, searching and grouping of records by more criteria at once
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Full-text searching in records makes the work faster
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Sold products evidence – helps to manage warranty and post-warranty service
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Practical cell phone app for taking your work on the go
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2N (Omega) switchboard support
DESIGN THAT YOU WILL APPRECIATE
Examples of use
Here we present several typical examples of using the EcoSun CRM/PRM system, also with the list of specific features that are used the most in the given case. Naturally, the system offers significantly wider scale of useful features. They are listed in the product brochure.
- Customers/partners evidence
- Customers/partners communication records
- Offers, orders and contracts evidence
- Allocating business opportunities to sellers
- Progress and deadlines monitoring
- Placement of individual tasks to sellers, checking up their fulfillment
- Long-term planning of sellers’ activities
- New and finished tasks notifications
- Expeditions terms, cartage and routes monitoring (if linked to offers and invoice module)
- Sales statistics
- Management reports
TIP: The practical use of EcoSun CRM/PRM
All the business records are centralized in the system and easily accessible in the network. So, the substitutability of coworkers is very SIMPLE with the EcoSun CRM/PRM.
- Evidence of products delivered to customers – planning their service, maintenance, complaints solving, after-sales care
- Bulk e-mailing support – possibility of contacts filtration/selection for targeted sending of e-mails with news (newsletters)
- Sellers’ tasks planning and monitoring
- New and finished tasks notifications
- Sales statistics
- Management reports
- Potential customers/partners evidence
- Sorting of customers by chosen criteria
- Targeted sending of e-mails support - possibility of contacts filtration/selection for targeted sending of e-mails with news (newsletters)
- Telemarketing support with the possibility of contacts filtration/selection
- Planning and monitoring of marketing department tasks
- New and finished tasks notifications
- Management reports
- Suppliers evidence
- Communication records of merchants with suppliers
- Received offers evidence
- Contracts and delivery terms evidence
- Evidence of product orders intended for a retail store
- Evidence of material item orders intended for the production
- Delivery date monitoring
- Planning and control of the tasks / activities of the purchasing department staff
- Sending notices of new tasks and termination of existing tasks
- Management reports
Where is CRM/PRM usually used
Each business entity seeks its growth and prosperity. Companies that are working fast, consistently and their main objective is to achieve their business partners’ satisfaction become successful. The CRM/PRM system is a tool for an effective company’s business processes management, which helps the user to reach those goals.
Connectivity to other EcoSun modules
Possibility to connect CRM/PRM module to other EcoSun modules and create a multipurpose information system.
Compatibility with: PM, OM, TEAM, OASIS, PU, PAM
10 features especially appreciated by IT administrators
- 01.
All EcoSun modules form one ecosystem; the basic module interfaces are already included in the system.
- 02.
Software can use various database servers, such as MS SQL, MySQL, Firebird, and others.
- 03.
Data loading is performed in batches; therefore, the display speed on the user's monitor is not slowed down with even a bigger number of records in the database.
- 04.
The user settings of displaying data from the database in the spreadsheets (selection, order and column names, data format, editing lines, and sorting).
- 05.
Content settings and display of entry forms can also be done in groups or individually for each user.
- 06.
The system allows for individual customization of standard print compilations or the creation of custom compilations
- 07.
All associated database columns are available when viewing data and creating custom print compilations.
- 08.
When exporting records to MS Excel, all current views and user settings are downloaded (selection, sequence and column names, data format, editing lines, sorting).
- 09.
All EcoSun modules enable to load and display recorded data in the form of a PivotTable, allowing the user to create their own views
- 10.
Emails, documents and files associated with a business case are stored in a separate CRM database. You will appreciate this feature especially when you choose to delete or archive old emails, documents and files from the central corporate database.
With EcoSun CRM/PRM, you will never lose historically valuable business information.
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Write us your questions.
contact
Address
Freyova 1/12
190 00 Prag 9, Czech Republic
Phone
+420 226 517 181
support@ecosun.one