Make your products and services stand out from the crowd with offers and promotions taylor made for each customers.
Search, Sort and Select
Most companies need more advanced methods to categorize customers than simply sorting them into “groups”. Along with simple groups, Legrand offers the ability to assign each contact or company unlimited keywords.
Combined with the ability to search on every field including balances from accounting systems*, you can quickly and easily generate customer or contact lists that are an exact fit for your business needs.
From there it’s only a few mouse clicks to send out personalised e-mails, mail outs or faxes.
Personalised HTML E-mail
Legrand CRM’s built in E-email editor allows the quick and easy creation of HTML or plain text E-mail newsletters, promo materials and special offers. You can use any information stored about the customer – not just name and address.
For example, you might wish to e-mail all your customers who’ve purchased a certain item in the past to let them know the new model’s in.
You’ll quickly find regular E-mail updates or special offers containing information that interest customers is a sure fire way to keep their interest.
Mail Merge
Producing mail merge documents has often been a task way beyond the average user!
Now with Legrand CRM, the creation of templates for mail merge templates for letters, flyers or envelopes is something even the average user can handle. Using Microsoft Word, the Legrand CRM tool bar lets you insert what information you want and where.
Personalized Fax Outs
Legrand CRM supports faxing from Windows XP and above without the need for further fax software such as WinFax Pro**. Fax templates are created and edited in Microsoft Word in the same way Mail Merge templates are handled.
These can contain as much or as little personalised information as you want.
From there, it’s as simple as selecting which contacts you wish to fax, what you want to send to them and clicking on the fax button.
Know what you’ve sent
Whether it’s E-mail, printed documents or faxes, everything that’s sent to become part of a contact’s history.
* Requires support accounting system and optional Legrand Accounting Link
** Requires a properly configured and connected modem.
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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