Comprehensive Dynamic Database Driven Charts.
Data by nature means little without visual representation. By linking custom queries provided by the client with the dynamic chart, we are able to display not just basic graphic representation, but a rather stylish and eye catching chart.
Superb for presentations and directors meetings, data can start to make sense. Our competitors fail to realise the importance of this and generally just concentrate on basics. Clients are left again, with cold raw data that is hard to remember and harder to digest. Examples used may be Members per Sector/Clients per Region or Website Hits.
Alerts based on customer Criteria
Need to stay informed of payment delays or low client communication? Now you can, set triggers in Ingenious.CRM that email or alert you whenever this these criteria arise.
Never lose touch with your clients
Automatic alerts let you know of client neglect, often the cause of membership resignations. Be on top of activities, let the system alert you and retain and build your membership.
Outlook Exchange Alert folders
When the system issues and alert, it will create a folder in Public folders, under the name and place relevant company information within. I.e. List of members that have not paid within 30 days. You can either email them from Outlook individually or have this as your startup folder in Outlook.
Subscription and Payment system, managing your invoices in one place. Allows direct link to Sage, Quickbooks and other accounting packages.
Network industries together through powerful relationship building module.
No more Access
Discard all your other database systems. Move everything to one system and decide who and how people access this.
No more Duplication Mistakes
The strategic problem of having multiple databases(Outlook, Access and Website) is that often data is not consistent. With one database system not only do you have exactly the same data throughout but it is clean and filtered according the application.
No need to replicate anymore. Once you update the CRM application, it will update both Outlook(exchange) and the company website. This saves tremendous time and avoids unnecessary errors.
Ingenious.CRM has complete, two-way synchronization with Microsoft Outlook contacts, calendar (appointments) and tasks, in addition to enhanced e-mail integration. You also have the option to use your entire Ingenious.CRM system from within the standard Microsoft Outlook interface. Lastly, this comprehensive integration also enables you to synchronize your CRM data to pocket devices such as mobile phones and PDAs that synchronize with Outlook.
With the powerful integration, you can:
Use all the features of Ingenious.CRM entirely from within the Outlook interface; no more switching from one application to the other.
Bi-directionally synchronize contacts, appointments and tasks between Outlook and Ingenious.CRM.
Perform one-way export from Ingenious.CRM to Microsoft Outlook.
Send e-mail within Ingenious.CRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments.
Easily import e-mail from Outlook into the appropriate customer contact within Ingenious.CRM.
Choose which contacts and calendar items flow between applications, allowing you to work the way you want.
Benefits of Microsoft Outlook Integration include:
Improved customer service; all customer communication can be tracked in the CRM system even as employees work from Outlook.
Enhanced efficiency and increased productivity; employees can have faster access to vital customer information from within Outlook.
CRM implementation success; internal staff adoption rates are higher as staff can use the CRM system from within the familiar Outlook interface.