Sharing calendars and tasks makes sure your team is in sync and is the #1 way to prevent "things falling through the cracks".
Know what everyone's up to.
A common, shared calendar is the easiest way to plan meetings and utilize resources. You can check on availability of staff, see when blocks of free time are available
Legrand CRM's shared calendar show at a glance what's going on. Each staff member can be assigned a different colour. Calendar events go far beyond simply booking meetings for staff. They can be related to any sales opportunity, marketing campaign or even customer service issues.
For example, a salesperson might need to book a meeting with a customer and need to take a service technician along to resolve an issue. They can check on the tech's availability while on the phone to the customer and confirm the meeting right away. This is especially handy for projects or sales that require the assistance of several members of staff from different areas of the company.
When assigning an event for another member of staff, it's possible to sent them an e-mail confirmation.
Group Tasks
Tasks can be assigned not only to yourself but other staff in much the same way as calendar events. You can also send an e-mail to let the staff member know about the event.
Transfer to and from Outlook and handheld devices
Calendar events and tasks can easily be transferred to and from Microsoft Outlook. Using the Australian developed SyncIT, it's also possible to directly transfer information from Legrand to PocketPC devices
Reporting on Calendar events and tasks
To keep your team working at its best, it's handy to be able to quickly see not only what they've done, but also to see what has been - or hasn't - been planned for the future. For example not only could you see how sales calls each rep did last month, but also which major customers don't have a sales call booked in the next month.
Resource Management Not only can you schedule events or meetings for staff and contacts, but you also create unlimited numbers of resources and book them as well.
Staff can see at a glance when a particular resource is free. Example include booking meeting rooms, overhead projectors or even company vehicles.
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Accounting Link
Combine your accounting and customer information inside Legrand CRM Pro for a complete business solution. You can import and export customer and financial data between Legrand CRM and QuickBooks, as well as other popular accounting software packages.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
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Legrand CRM's shared calendar show at a glance what's going on. Each staff member can be assigned a different colour. Calendar events go far beyond simply booking meetings for staff. They can be related to any sales opportunity, marketing campaign or even customer service issues. 