The most import thing in a business are your customers. Yet surprisingly few smaller companies have one centralized list of customers and contacts for use throughout the entire organization. Legrand CRM stores all contact and company information as well as all the important activities with your customers.
The problem of multiple contact lists.
Most companies already have an informal way of managing their customers - whether they know it or not!
Some customer information is kept in the accounting system. The sales reps have their prospect and customers lists in Excel that can be taken with them when they leave the company. The guys in the workshop use a proprietary service system. The boss has a list of key business contacts in Outlook - waiting to be lost when their notebook is stolen or crashes.
Legrand CRM solves this problem by storing all company and contact information in one centralized location.
Using existing data.
Because existing customer information is likely to be spread across your company in different areas, Legrand CRM can access this data in multiple ways including:
Customers stored in accounting systems. Legrand CRM is unique in its support for the majority of accounting systems used by small businesses.
Outlook. Contacts can be directly imported from Outlook.
Spreadsheets or other files. Contacts can be quickly and easily imported from programs such as Excel
Dealing with Contacts and Companies.
Legrand works on the basis that in day to day business you deal with individuals within an company or organisation. The details of each contact are recorded under that company.
This way it's easy to see not only the the complete details of the company, but all the people you deal with. Further information on individuals can be display by simply clicking on their name.
You can even transfer contacts from one company to another.
Of course if you're dealing mainly with individuals and not companies, Legrand CRM can run in "contact mode".
Complete History.
When a customers calls, can you easily find out who was the last of your staff to deal with them company and what was it about? Legrand CRM stores a complete record of every activity. These can include phone calls, e-mails, meetings, letters and faxes, customer service jobs*, sales** and more.
You get total "360 Degree View" of everything that's gone on with the customer and who within your company the activity was with.
By simply clicking on the contact, you can see all the activities that relate to that contact only.
Special note on sharing E-Mail.
With the widespread use of E-mail, large amounts of customer communications remains locked up in Outlook. Legrand CRM can selectively copy e-mail from Outlook and have it available for anyone in your company.
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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This way it's easy to see not only the the complete details of the company, but all the people you deal with. Further information on individuals can be display by simply clicking on their name.