The chapter about CRM and SRM describes what the CRM (Customer Relationship Management) and SRM (Supplier Relationship Management) are and a few ways of using these features in MONITOR. It will also describe the different main settings and configurations that must be performed in the system, before the CRM and SRM functions can be used.
Everybody who has contact with customers and suppliers must keep track of a large amount of information.
Why Is a CRM Feature Needed in MONITOR?
The notion of a good customer dialog and sales support is established in a concept that is referred to as Customer Relationship Management (CRM) which has become increasingly common in different contexts.
To your aid and in order to save all information in one place, a company can use a so called CRM system which provides a complete review of the company's business connections and customers. However, CRM is not only a sales support but also a strategy that in order to become fully efficient should impregnate the entire organization.
When the demands from the customers increase it gets harder for the companies to internally manage and keep all contacts. Good customer care and efficient CRM require that you have access to an easily worked and lucid information system.
MONITOR's CRM feature is based in a customer register with increased CRM functionality such as planned activities and tasks for all business events where each contact has been involved. But to include and provide a collected view of the entire business, several other functions in MONITOR are used, such as:
By an interaction of several CRM functions in MONITOR we can create conditions for a better control and review of the entire business, which in its turn creates opportunities for long-term and successful customer relationships.
In the chapter Using CRM a few possible scenarios are described and also how certain CRM functions can be used.
Before you start using MONITOR's CRM feature, you should configure a number of basic settings in certain procedures. These settings are described in the Basic CRM and SRM Settings section.
Why Is a SRM Feature Needed in MONITOR?
To your aid and in order to save all information in one place, a company can use a so called SRM system which provides a complete review of the company's business connections and suppliers.
MONITOR's SRM feature is based in a supplier register with increased SRM functionality such as planned activities and tasks for all business events where each contact has been involved. But to include and provide a collected view of the entire business, several other functions in MONITOR are used, such as:
By an interaction of several SRM functions in MONITOR we can create conditions for a better control and review of the entire business, which in its turn creates opportunities for long-term and successful supplier relationships.
In the chapter Using SRM a few possible scenarios are described and also how certain SRM functions can be used.
Before you start using MONITOR's SRM feature, you should configure a number of basic settings in certain procedures. These settings are described in the Basic CRM and SRM Settings section.