Customer Relationship Management

“Every Potential Realized”



 

Optimum Customer Relationship Management (CRM) covers the complete cycle of sales module from creation of Customer Account, Contact, Lead & Opportunity Follow-up, Quotations and Order to Invoice Generation.

 

The Marketing module can plan, manage and track the marketing campaigns from development to launch. The Customer Services module includes the Contracts, Case Management and Service Scheduling with online Customer Interaction and Feedback.

 

Customer Relationship Management Functionalities:

  • Sales Module
  • Marketing Automation Module
  • Customer Services Module
  • Analytics & Reports

Optimum Certificates
Why Optimum?
  • Centralize Customer Information
  • Automate Marketing Interactions
  • Provide Business Intelligence
  • Facilitate Communications
  • Track Sales Opportunities
  • Analyze Data
  • Responsive Customer Service
  • Business Intelligence Reporting
  • In-Built Document Workflow
  • Bi-Lingual Arabic/English
  • Powerful Security Control
  • Fully Integrated ERP
Technologies
  • Internet / Intranet Based
  • Accessible Through Any Browser
  • ASP.NET & C# Development Tools
  • Microsoft SQL Database
  • Mobile Application

FUNCTIONALITIES

 
 
 
 

Sales Module provides the comprehensive sales management where the entire sales cycle from Lead to Project Finalization can be managed. Companies can define their own sales cycle with unlimited number of levels and defined schedules.

Sales Module can be used to track the progress of Sales Lead with total control using schedules and workflows. All supporting documents like quotations, purchase order etc. can be attached to the sales tickets.

 

Sales Module Functionalities:

  • Sales Flow Management
  • Schedules Management
  • Documents Management
  • Customer Database Management

Optimum Certificates
Unique Features
Product Specific
  • Unlimited Customers
  • Unlimited Sales Flow Levels
  • Unlimited Documents
  • Multi-level Scheduling
  • Sales Tracking
  • Management Level Dashboards
Product General
  • Supports Document Attachment
  • In-Built Document Workflow
  • Posting Alerts (Emails,SMS.)
  • Powerful Security Control
Technologies
  • Internet / Intranet Based
  • Accessible Through Any Browser
  • ASP.NET & C# Development Tools
  • Microsoft SQL Database
  • Mobile Application
 
 
 
 

Marketing Automation Module as the name suggests automates your entire marketing department and related activities. Users can define complete marketing campaigns electronically and execute it using preset schedules. The corporate website can also be managed.

Marketing Automation has a built-in functionality of bulk e-mails and messaging which can be scheduled to be sent automatically to all or set of customers. A comprehensive database of customers or potential customers can be managed in the system.

 

Marketing Automation Module Functionalities:

  • Correspondence Management
  • Campaigns Management
  • Website Management
  • Customer Database Management

Optimum Certificates
Unique Features
Product Specific
  • Unlimited Customers
  • Unlimited Marketing Campaigns
  • Multiple Correspondence Types
  • Website Update & Management
  • Marketing Statistics
  • Management Level Dashboards
Product General
  • Supports Document Attachment
  • In-Built Document Workflow
  • Posting Alerts (Emails,SMS.)
  • Powerful Security Control
Technologies
  • Internet / Intranet Based
  • Accessible Through Any Browser
  • ASP.NET & C# Development Tools
  • Microsoft SQL Database
  • Mobile Application
 
 
 
 

Customer Services Module automates your entire customer services and related activities. Customer Service areas can be pre-defined in system and limited or full access can be provided to customers based on customer type or services used. A comprehensive yet easy to use Customer Support Portal is also available as part of the system.

Customer Services Module has built-in functionalities of e-mails and messaging which can be scheduled to be sent automatically to all or set of customers.

 

Customer Services Module Functionalities:

  • Customer Support Portal
  • Customer Service Levels
  • Customer Support/Service Tickets
  • Customer Communications

Optimum Certificates
Unique Features
Product Specific
  • Unlimited Customers
  • Unlimited Service Categories
  • Multiple Correspondence Types
  • Customer Support Portal Update
  • Customer Communication
  • Management Level Dashboards
Product General
  • Supports Document Attachment
  • In-Built Document Workflow
  • Posting Alerts (Emails,SMS.)
  • Powerful Security Control
Technologies
  • Internet / Intranet Based
  • Accessible Through Any Browser
  • ASP.NET & C# Development Tools
  • Microsoft SQL Database
  • Mobile Application
 
 
 
 

Analytics & Reports Module provides most comprehensive analysis and reports with regards to customer relationship management. Users can design their own reports with statistics regarding sales trends, marketing, customer services etc.

Analytics & Reports Module  has built-in pivot and standard reports which can be designed easily with drag and drop functionality. Reports can be saved in system and refreshed for different periods or criteria.

 

Analytics & Reports Module Functionalities:

  • Pivot Reports
  • Standard Reports
  • Dashboards

Optimum Certificates
Unique Features
Product Specific
  • Unlimited Reports
  • Dag & Drop Columns/Rows/Data
  • Employee Family Documents
  • Report Filters
  • Powerful Security Control
Product General
  • Supports Document Attachment
  • In-Built Document Workflow
  • Posting Alerts (Emails,SMS.)
  • Powerful Security Control
Technologies
  • Internet / Intranet Based
  • Accessible Through Any Browser
  • ASP.NET & C# Development Tools
  • Microsoft SQL Database
  • Mobile Application