Lotus Notes CRM

Lotus Notes CRM Software Improves Customer Relations. Customer TrackerTM is a Lotus Notes CRM software solution that automates and accelerates your customer service processes by allowing other Tracker modules electronic access to current customer data, eliminating the need to manually enter customer information already available. Customer Tracker Lotus Notes CRM contains up-to-date customer information, issues, and history.

This Lotus Notes CRM software tool streamlines the entire customer relationship management process, facilitating the assignment of customers or potential clients to any employee for management or monitoring, speeding billing procedures, and tracking customer relationships. Customer Tracker Lotus Notes CRM also offers a Flash demonstration of Customer Tracker in action.

Features of Lotus Notes CRM software:

·         Centralized customers file management - Manage customer contacts and maintain detailed, on-line records containing all customer information, including detailed customer profiles.

·         Automatically generate sales contracts based on pre-established templates

·         Easily track customer issues.

·         Easily create and track new customer activities

·         Organize and compile billing and purchase system information

·         Maintain control of client leads

·         Manage client communications and relationships

·         Includes the ability to register customer commitments and track activity against purchase orders

There are other companies providing Lotus Notes CRM solutions like TJ Group CRM Suite for Lotus Notes, which supports your business strategy using a unique approach to the chaos of selling by automating the collection and retention of information about your current and future customers. Yes, that's correct, at the end. What is the one thing you must have from a Lotus Notes CRM product? Reporting! It is essential to monitoring the success of your sales efforts. This is one area where TJ Group Lotus Notes CRM is very strong. TJ Group Lotus Notes CRM has built a reporting engine called IDS, for Integrated Delivery System that delivers daily reports of Customer Activity, Actual Sales and Forecasted Opportunities to the people who need to see them.

Features of TJ Group Lotus Notes CRM solutions:

·         They are sent to a Notes mailbox or Domino server, and have links to the actual document that was the source of the report. Users can link to that document and go right to work.

·         Users can receive one or more of these reports to let them know the good and the bad things that they must work on each day.

·         Each report, as you can see in the sample, has a short summary and then a link to the actual Lotus Notes CRM document. For example, you could have a report of Activities that are marked as "Critical", or another report of new quotation created in the past 24 hours.

·         With the doclink, you always have the ability to review the full report, and continue working in the Lotus Notes CRM system.

·         These reports can be generated as Excel spreadsheets and emailed to recipients automatically. They can also be saved to a Domino server for general availability.