WorkPool Features
Client Relationship Management
In today’s information economy, it has become essential for both businesses and professionals to ensure that all customer-related information and communication is documented, protected and easily retrievable from a single, secure database; hence the growing popularity of Customer Relationship Management (CRM) tools.
The successful, practical application of CRM tools in business, however, remains a challenge. Traditional CRM packages have proven to be fundamentally flawed in practice, since they provide a solution which is detached from a person’s daily operations and his/her delivery process to the client. This deficiency forces many organizations to run multiple independent systems, which often only frustrates staff and increases administration.
WorkPool provides you with a refreshing new solution which allows you to manage relationships as you would workflow! Provide an improved, more professional and more efficient service to your clients with workflow, communication and business processes built around CRM principles!
- Quick and easy access to all client information within one or two mouse-clicks to provide a proper one-stop service. Update any client with the latest information on all tasks or activities within seconds.
- Capture generic client information (e.g. names, contact details, email addresses, etc.) or use custom-defined fields and an extensive notes section for other details.
- Record and manage all commitments made to, or made by, the client.
- Access any client’s electronic folder containing all information and electronic documents.
- Comprehensive history of each task/deliverable, as well as real-time audit trail of all communication between clients and staff (phone calls, emails, faxes, etc.)
- Create fact sheets, questionnaires, profile groups or custom client types in order to mine or categorize your client information. Indicate VIP’s or preferred suppliers, or search on hobbies, educational qualifications, sport, etc.
- Perform a real-time cost analysis to ascertain the profitability of a client, based on time spent or actions taken.
- Send personalized emails or SMS’s to keep clients updated and reduce the number of queries received, time spent and overhead costs. Do a mail merge to send clients or business partners personalized messages on birthdays or to notify them of sales, special events, etc.
- Utilise your existing client reference numbers in the WorkPool database (e.g. client ID number).
- Separate personal contacts from the general directory.
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