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Crm Contact for Technology Industry
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FAQs online signature
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What is CRM in technical support?
CRM (customer relationship management) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. The goal is to improve customer service relationships and assist with customer retention and drive sales growth.
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What are the three types of CRM?
What are the 3 types of CRM? There are 3 types of customer relationship management software that you can use for your business: operational CRM, collaborative CRM, and analytical CRM.
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What is CRM in technology?
What does a CRM system do? A customer relationship management (CRM) solution helps you find new customers, win their business, and keep them happy by organising customer and prospect information in a way that helps you build stronger relationships with them and grow your business faster.
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What is the technology area associated with CRM?
CRM is often used to refer to technology companies and systems that help manage external interactions with customers. Major areas of growth in CRM technology include software, cloud computing, and artificial intelligence.
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Is Salesforce a CRM system?
Salesforce is a powerful CRM platform that millions of companies use to manage interactions with existing and potential customers. Built on the Customer 360 concept, Salesforce connects customer data from every step of their journey into a unified database of information.
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What is a CRM tool used for?
What are customer relationship management tools? CRM tools support marketing, sales, and customer service functions and processes for your business. The purpose of your CRM tool is to organize, record, and enable action with customer data and help track and advance customers along every stage of the buying journey.
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What is CRM contact?
In most CRM systems, the term contact designates an individual who has purchased your product or service or a company representative responsible for purchasing.
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What is CRM and examples?
CRM system examples include platforms built to manage marketing, sales, customer service, and support, all connected to help companies work more effectively. With a CRM system, businesses can analyse customer interactions and improve their customer relationships.
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welcome to this demonstration of high-tech Solutions built on the Microsoft platform featuring Microsoft Dynamic CRM in today's economy high-tech manufacturers and Distributors operate in an increasingly multi-channel environment involving call centers websites and mobile employees at a time when organizations are looking for ways to control cost high-tech firms face numerous challenges including managing sales leads across multiple channels and ensuring timely and accurate customer orders assembling accurate Financial projections and product manufacturing timelines and providing knowledge centered self-service case management that is KCs verified to help firms meet these challenges Microsoft and our broad array of Industry partners are developing a new generation of solutions built on Microsoft Dynamic CRM these Solutions are familiar connected and intelligent offering you the power of choice for deployment on premises or in the cloud for example the axonom solution you're about to see is already delivering positive results in the high-tech industry examples of the value customers are experiencing include a 90% reduction in quote generation and approval times a doubling of solution adoption by thirdparty partners and annual Savings of over $350,000 with improved response times the axonom solution can also be taken on the road right to the customer axonom powert trck is available for all of the most popular tablets and mobile devices the scenario you're about to see follows a new customer through a typical sales process and then moves on to highlight customer support after the sale we'll begin this scenario in the role of April Reagan a sales agent for contoso entertainment systems a company that sells audio visual equipment as a sales agent April is responsible for receiving inbound calls Gathering lead qualification data and distributing leads for followup when April takes a call from a new customer she uses powert track call center the lead intake tool that is integrated into the axonom solution April has just received a call from a New Prospect interested in purchasing audiovisual equipment for an upcoming software trade show with the customer on the line April enters the Conta information the powert track system walks April through a series of qualifying questions to ask the new lead such as how much budget this person has allocated for the purchase and the prospect's company size these questions have been designed by kso's management team to consistently qualify incoming leads and streamline the sales process now that the intake process is complete April submits the lead for followup by a Regional sales manager when she does the axonom solution automatically routes the record to the right person ing to the region where the lead is located April is now ready to receive the next call now let's look at the experience from the perspective of Jeff Haye a regional sales manager for Koso Jeff has received the new lead via Microsoft Dynamic CRM and has already followed up with the prospect to learn more about her needs for the upcoming trade show next Jeff will convert the lead to an opportunity and use the axonom solution to prepare a detailed product quote and update his sales forecast Jeff opens the lead which has been assigned to him based on the business logic from the powert trck intake tool he then converts the lead and creates an account opportunity and contact record based on his conversation with the prospect Jeff assigns the opportunity type net VX series kit the equipment category for trade shows now that the opportunity is saved Jeff is ready to generate a quote for the new customer to do this he goes to the axonom product configurator the axonom product configurator presents Jeff with a list of products based on the opportunity type he entered across the top of the screen the steps required for completing this quote accurately are displayed and the axonom product configurator will guide Jeff through these steps one by one first he selects a voice controller and chooses a quantity next the axonom solution presents Jeff with a specific list of power supply units that work with the selected voice controller this guidance saves time and prevents costly errors next the axonom solution prompts Jeff to select the required user interfaces the configurator displays a list of services based on the products that have been selected the Service rates and amounts have been defined based on business rules and limits established by Koso for example if someone who is unfamiliar with these requirements tries to enter an amount that is below the minimum limit the configurator will notify the user and enforce the minimum amount the ability to design and enforce these rules helps Koso lower training costs and minimize data entry errors in this last step Jeff sees a complete summary of products and services and can write in any supplemental products he wants to add he can also apply approved discounts on a line item basis the axonom solution generates the final quote which can be exported in several formats and sent to the new customer to ensure timely and accurate sales forecasting the axonom solution immediately asks Jeff whether he wants to include this new quote in his sales forecast in fact based on the positive conversation Jeff had with this new Prospect he anticipates that the company will be making similar purchases on a periodic basis he decides to spread those recurring purchases over the next three periods of his forecast the axonom forecasting tool makes this type of Revenue projection fast and easy helping Jeff publish accurate data but still spend the most time with customers the axonom forecast tool provides Jeff with a global forecast covering Asia Europe and the United States He drills down into the east region here he sees the numbers for the east region including his recently entered quote and the estimates he spread across future periods Jeff can also filter the forecast view to display forecast versus actual values because the axonom solution integrates with Koso Erp systems Jeff is able to see how the forecast Compares with actuals in real time now that the sales process is complete let's switch to a support scenario in this case a few months have passed since the customer made their purchase from Koso now the customer is experiencing an issue with a product to resolve this they place a call that is received by one of kso's Channel support partners partners like Elizabeth are responsible for providing phone support Consulting a knowledge base for troubleshooting and forwarding unresolved cases to the company's support Engineers let's see how the power track portal makes her job easier when answering a customer support call Elizabeth opens a new case in the powert trck portal the portal guides Elizabeth through the support steps outlined by K goo first she confirms the caller's contact information she specifies the product the customer is calling about she clarifies that the customer is experiencing a hardware issue Elizabeth names the new case for easy reference next Elizabeth performs a search of the Koso knowledge base for articles related to the issue to make things easier power track pre-populates the search field based on her previous entries as a result of her search Elizabeth sees articles that have been created by Koso to help its support Partners troubleshoot common issues integrated Communications using Microsoft link makes it possible for Elizabeth to communicate instantly with available authors to ask questions and speed resolution whenever possible Elizabeth talks her customer through the steps in the knowledge-based document in some cases the knowledgebase information does not resolve the customer's issue when this happens Elizabeth leaves the resolution field empty she proceeds with submitting the case for follow-up by a Koso support engineer the power track portal provides Elizabeth with a case number number that the customer can use for future reference lastly let's complete this service scenario with a look at how the axonom solution simplifies issue resolution in this example we'll see how this case is escalated for resolution by a Koso support engineer Thomas begins his day in Microsoft Outlook seamless integration with Microsoft Dynamic CRM means he can be more productive all within a familiar environment he receives an alert with a link to a new case requiring resolution Thomas conducts a technical review of the motherboard in the testing Labs at Koso and arrives at a solution involving the hardware settings now that Thomas has identified the information required to resolve the case he can easily create a new knowledge-based article for support Personnel to reference if this issue ever comes up again with just a few clicks the axonom solution automatically generates a document that can be added to the list of relevant resources offered to Service Partners for self-service case resolution by call center Representatives this unique approach to knowledge centered support is one of the ways in which the axonom solution helps high-tech companies save time and money on customer support the new knowledgebase article is stored in the document repository at Koso from here the document can be easily searched and sent anywhere it is needed within the organization or accessed directly from within Microsoft Dynamic CRM as you've just seen the axonom powert trck solution built on Microsoft Dynamic CRM provides a familiar connected intelligent solution developed specifically to meet the needs of the high-tech industry this solution provides the power of productivity and the Power of Choice enabling you to deploy either on premises or in the cloud for more information contact your Microsoft or axonom representative thanks for watching
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