CRM & Data Management
The key features and benefits
of our CRM software solution are:
Internet Based
The CRM software solution is accessed
securely via username and password over the Internet. All
set up and support of your CRM software solution is handled
centrally by Strategies. You do not need to install anything
locally on your workstations or network, simply access your
CRM software solution via your web browser from wherever you
have Internet access. No more expensive IT service contract
bills! Your many offices and users nationally, internationally
and on the move can use the system concurrently.
Simple User Interface
E-CRM solutions have basic core functions
all of which can be customised to your exact requirements.
Only the fields and menus you need are included, making the
user interface of our CRM software solution much simpler than
those incorporating every feature for every industry imaginable
as in a conventional package. You are not forced into using
overblown software developed to encapsulate all; our CRM software
solution is designed to fit your profile.
Security and administration
All pages within your CRM software solution
are located on SSL to encrypt and protect your precious data.
All of our database servers are backed up on a regular, tight
schedule every day. We will take care of the backing up of
your data on a daily basis, removing another chore from your
daily routine.
Users of the CRM software solution
possess various levels of access, examples include:
Admin users - access to all data
Managers - access to all data for a group
Users - access to their own data
Special users - access to selected data in read only
All of these access levels are configurable
by you from within your CRM software package. In addition,
Users can also have the facility to configure other lists
with the CRM software, including organisation & user categories,
industry sectors, services provided and transaction types.
Structure of the data
The core structure of the CRM software
solution is:
Organisation data – Organisation details can be stored
within defined categories
Contacts - Contacts are the core records and contain as much
detail as you require
Transactions – Records anything that happens with a
contact
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