Feature

Description

Easy to customise to your business

A common frustration with traditional CRM systems is that they are not easy to configure to suit a particular business. Most businesses have unique data collection needs (eg a financial planning firm needs to collect investment details for each client so additional fields need to be added or existing fields renamed).

Total Enterprise CRM allows complete flexibility, enabling you to capture additional fields, change layouts and even change how the CRM operates.

Manages contacts and history

Total Enterprise CRM enables you to easily manage your contacts and their history, maintaining a complete record of all interactions with your customers. It allows you to organise company records, contacts, meetings, to-do items, tasks, notes and calls - everything that you would expect from a database system.

Centrally stores your document

Total Enterprise CRM contains a document management system that allows your business to upload all important documents in one centrally accessible location. Multiple versions of documents can be stored and categorised flexibly inside the system, making them available to employees in the most efficient manner possible.

Multi-calendar views and tasks

The shared calendar function in Total Enterprise CRM allows everyone to see planned meetings, scheduled tasks and calls. Created in a familiar Outlook 2007 style, each shared calendar allows you to see at a glance what the team is up to, and calendar events can be assigned not only to contacts and companies but also to campaigns or opportunities.

Connects to existing business systems

Total Enterprise CRM makes your systems work together and work smarter. Many businesses use systems where each piece of software works in isolation from the others, leading to inaccuracies and inefficiencies. Total Enterprise CRM connects these disparate pieces of software, resulting in increased productivity and reduced error rate.

For example,  shopping carts can be integrated with MYOB (any accounting system); webforms can be integrated with CRM; and CRM can be integrated with payment gateways or fulfilment).

Sends data from the website direct to your CRM

Designed for non-technical users, webforms simplify the process of capturing leads or feeding other customer information into your CRM system. By adding a user-defined webform within customer-facing websites, webforms directly import campaign responses into Total Enterprise CRM in real time.

For example,  when a potential customer fills in an 'Enquiry' form, the data goes to the CRM immediately. Using workflow, it is then possible to automate tasks based on the data that has been filled in on the webform.

Call centre solutions

Total Enterprise CRM integrates with the free Asterisk open source PBX system and allows powerful call-centre type features to be used.

For example, you can identify the calling customer by call line ID and pop up their details; you can single-click to call your customers directly without dialling; and you have automatic tracking of calls (both inbound and outbound), including the call duration.

Total Enterprise CRM is the perfect call centre software for Asterisk-based VoIP systems. Its powerful functions provides useful features such as pop-up, predictive dialler, click to call and extension status. Total Enterprise CRM  works with all Asterisk-based systems.

Manages events and conferences

In Total Enterprise CRM, events are a special type of marketing campaign used for live or webinar events where a company invites people to attend and tracks the results.

Events work similarly to campaigns, except that you can publish events to your website and allow clients to book into the event online, without your team having to respond to emails or perform manual data entry. This is ideal for a business that relies heavily on events for lead generation or sales activities.

Tracks sales and opportunities

Total Enterprise CRM includes a powerful sales opportunity tracking system with the following key features: it records opportunity value, expected close date and status; it has multiple types of opportunity; it has user-definable 'stages' for each opportunity type; and it has the ability to ensure that notes or comments as made.

Whereas most CRM systems stop at opportunity closes, Total Enterprise CRM allows you to generate and email an invoice to the customer, accept payment for the product or service, and even invoice recurring subscriptions.

Manages projects and tasks

Total Enterprise CRM easily manages a project and tasks created inside that project.

Rather than have them as unrelated tasks in the system, projects provide a useful way to organise anything into logical groups which can be followed up and easily managed.

Uses any payment gateway

A payment gateway plays an important role in e-commerce, allowing business systems to collect money. Total Enterprise CRM has a number of built-in payment gateways. International payment gateways include PayPal and WorldPay.

Total Enterprise CRM also has payment gateways that link to Westpac, ANZ and the Commonwealth Bank.

Synchronise to Outlook (Exchange)

The Total Enterprise CRM easily synchronises and integrates with Outlook. Your emails, calendar and contacts from Outlook are available in the system, which allows you to share data between each of the systems while maintaining the existing data in Outlook.

Links sales activities to accounts

In Total Enterprise CRM, the sales pipeline doesn't stop at 'opportunity closed'. You can manage recurring or one-off payments, and integrate your system with third party services, including the shopping cart. Invoices can be created, tracked, paid and synchronised to MYOB.

Powerful email marketing

Marketing in Total Enterprise CRM is mainly managed through campaigns. There are three important types of marketing campaign inside the system: telemarketing, email marketing, and event marketing.

Automatically links to online shopping cart

Imagine that you could manage all the products in your office inside your CRM system, maintain complete order history and a complete history of customer transactions - and publish your products on the internet without sacrificing any control or having to resort to redundant data entry?

With Total Enterprise CRM Cart, you can!

Moves fields to where you want them

Forms and controls are seamlessly designed for your business needs. In Total Enterprise CRM, you can drag-and-drop fields on each screen; resize and reshape fields; make fields mandatory or not; remove inappropriate fields; and make fields 'read only'.

Uses webforms to easily track lead sources

Affiliate sales tracking with Total Enterprise CRM by using webforms to easily track lead sources.

Easily adds extra fields

Many CRM systems allow the renaming of existing fields, but Total Enterprise CRM takes this one step further. Its capabilities allow you to create unlimited new database fields; create fields of a special type (eg telephone number and email address); create links to other records in the database (eg field manager could be a linked to another contact record); and create entire new structures related to your business.

Easily builds affiliate schemes

Total Enterprise CRM provides businesses with a powerful yet inexpensive CRM system with features that are usually only available through ultra-high cost custom-made solutions far out of reach of the average business.

Many traditional systems are rigid or lack functionality, resulting in businesses compromising  their original objectives. By contrast, Total Enterprise CRM gives businesses strategic impact by systemising their  processes.

Manages and changes business processes

Regardless of whether businesses are fully automated, manual or a bit of both, they all need rules governing them and procedures that need to be followed.

Imagine your business rules displayed as a flow chart, then imagine clicking a button to have the rules execute the business processes. Workflow would be triggered by an event like a sale, a new client, a contract or a lead or opportunity - the list is endless.

With workflow, events can be created to run instantaneously with minimal or no human intervention. All you need to do is define the rules and the process which are created in the workflow.

Tracks customer email history

With email marketing, Total Enterprise CRM allows marketing managers to identify the correct targets for campaigns, design offers that convey the brand identity of the organisation, and track the response rates as the campaign is executed.

PDA synchronise for the mobile team

Exchange/ PDAs/Blackberry Total Enterprise CRM.

Automated sales and marketing emails

New prospects require special attention. They're your best prospects and are eager to hear from you. Total Enterprise CRM automates this process and prompts you to contact your prospects regularly, at the intervals you specify.is

Personalised messages are delivered automatically. You can use these messages to welcome new subscribers, then feed them back to your website with an unlimited number of follow-up messages.

You can use autoresponder emails to answer questions, deliver downloads and provide product information. Combined with the emailing system, you can track which parts of offers were clicked on, who opens your messages, and more.

Autoresponders free up your time so you can focus on running your business. You don't even have to enter each new prospect into your database; this happens automatically. All you have to do is create the webform and email templates.

Links systems together and automates business

Do you want to automate your business and save money and time? One of the best ways to save money is to pinpoint tasks that are time consuming or repetitive, and automate them.

We work with you to identify such tasks and find technical solutions. This enables you to move your staff from time-consuming, tedious jobs on to more valuable aspects of the business. Examples of jobs that can be automated include sending, filing and processing emails; sending, filing and reconciling invoices; calculating, paying and allocating commissions; debt collecting; form or application filing; data entry; and data importing.