Legrand® CRM is not just another contact management system; it is a fully relational system linking Companies, Contacts, Marketing, Sales, Calendar and Customer Service Issues. It delivers all the customer management functions your growing business may need:
manage companies/organizations – Legrand® CRM is a Customer Relationship Management (CRM) software system designed to manage all aspects of your business relationships. In one super-informative view you are provided with all essential customer information and most recent interactions.
manage contacts– Easily manage contact information, track any type of activities with your contacts, create and recall any number of mailing lists and groupings, perform mail-merge, etc.
manage marketing campaigns– implement marketing campaigns and measure their effectiveness. Track who responds to a campaign and the sales opportunities that are created as a result of the campaign.
manage sales opportunities – Legrand® CRM enables you to track sales opportunities by territory, product category, sales agent and your own user-defined fields. Create sales graphs with a single mouse-click, and export these to Word or Excel.
manage a group calendar – Legrand® CRM uses Microsoft Office for reporting and mail-merge, works with WinFax PRO. You can export data direct to Excel using a right-mouse click.
manage customer service issues (PRO and CORP versions) – Track Customer Service issues as they arise and manage each one all the way through to successful completion. Legrand® CRM automatically creates an activity record any time there is a change in the status of the service issue or whenever the service issue is re-assigned to another staff member.
work seamlessly with Microsoft Outlook – Legrand® CRM does not attempt to replace Microsoft Outlook, it works seamlessly with Outlook. Transfer Contacts, Appointments, Tasks and Emails to/from Outlook with a single mouse-click and syncrhonise the information on demand. work seamlessly with Microsoft Office – Legrand® CRM uses Microsoft Word for mail-merge and provides one-click exports to Excel.
answer the most frequent question – Legrand® CRM provides a quick answer to the most frequently asked question: "What's been happening?". The on-screen activity report enables you to quickly report on any activity notes over any period of time for customers that meet a number of specified criteria. The resulting on-screen list can be printed out, exported to Excel or you can simplydrill-down into any activity history for full details.
Build your own reports – while Legrand® CRM delivers a variety of reports you can develop your own special reports using any ODBC-compliant report writer such as Crystal® Reports, Microsoft Access or Visual Basic.