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CRM

CRM is the business strategy that aims to understand, anticipate, manage and personalize the needs of an organization's current and potential customers.

From this we can learn that CRM is more than just a piece of software; CRM is a business strategy, one that puts the customer at the heart of the business. 

"That's nothing new". Good business people have always understood the relationship between happy customers that come back again and again create long term, sustainable profit.

What is new is that there now exists the technology to enable the customer-centricity on a much larger scale. 

It is said that a successful CRM implementation will allow your Customer Service, Sales and Marketing people (and anyone else in your organization) to have a holistic view of each and everyone of your customers. In theory this will enable them to make quick, informed decisions, create cross selling and up selling opportunities, measure marketing effectiveness and deliver personalized Customer Care. Sound's great doesn't it!

Also it is well known that 70% of CRM projects worldwide fail. This rate is due to different factors and elements, running from the business requirement analysis stage, to customization and training.

Due to our high expertise, we at Dow J Group are committed to lead our clients to a successful CRM implementation based on:

  •     Authentic identification of client requirements.
  •     Well understanding of business processes.
  •     Well understanding of company's rules, regulations and policies.
  •     Transferring necessary business requirements to IT requirements.
  •     Intensive training and follow up.

 

Our methodology proved its efficiency in leading enterprise to a safe edge.

 

Some key features include:

 

  •         Ease of use
  •         Powerful yet simple customization
  •         Tight integration with MS Word
  •         Robust Server database (MS SQL Server) built in
  •         Remote Synchronization
  •         Crystal Reports bundled
  •         Sophisticated Sales Management
  •         Project Management function
  •         Ability to link and launch Email from Contact Record
  •         Ability to link and launch SMS from Contact Record
  •         Ability to link and launch MS Office files from Contact Record
  •         Literature fulfillment Centre for automation of Brochures
  •         Concurrent Licensing
  •         Extensive Management Intelligence Reports

Panoramic is a powerful tool, designed to automate and manage your day-to-day business activities. Using Panoramic, you can build and maintain business relationships, manage time, and achieve goals more easily than ever before.

Panoramic automates the following key areas of daily business activity:

  •    Client/contact management   Panoramic maintains a database of information on contacts, prospective clients, and current customers. A wide variety of information is at your fingertips, including company and contact names, addresses and telephone numbers, as well as additional information that you can define for your specific application or industry.
  •    Time and task management The Panoramic calendar helps you manage the scheduling and tracking telephone calls, meetings with contacts, and routine mailings and faxes. You can schedule meetings and reminders, record completed activities as contact history, manage productivity, and delegate work to other Panoramic users.
  •     Document and e-mail management You can use Panoramic's extensive document merging capability to automate written correspondence. The Panoramic Link for Word allows you to use Word to create document, inserting Panoramic fields into the documents. This allows you to create individualized letters, memos, and faxes based on data from the Panoramic database.

    Panoramic also offers e-mail management features that allow you to link e-mails to contacts, create e-mail templates that include Panoramic fields, and record sent e-mails linked to the contact records as contact history. 
  •       Sales management You can enhance sales management by putting your entire sales team online with Panoramic. From your computer, you have instant access to up-to-the-minute, on-screen statistics for your sales team's performance. You can view statistics on forecasted sales, closed sales, and call success rates?all at the push of a button. Panoramic allows you to quickly analyze the source and profitability of your leads, so you can maximize your marketing efforts.

 

Panoramic allows a user to schedule and complete a variety of activities. 

  •  Call (telephone calls to be made)
  •  Next Actions (an action of any sort -e.g. preparing a quotation)
  •  Appointments (meetings of any sort)
  •  Forecast Sales (predicted or unexpected sales)
  •  Literature Fulfillment (sending of brochures by fax, or by mail)
  • To do's (Reserved mainly for personal items as they, by default, do not link back to the Contact Record). An example would be to pick up dry cleaning. 

 

Hardware and Software Requirement

 

Hardware

  •     PC IBM compatible.
  •     USB voice modem for each PC with dial in/out requirements.
  •     Server station (it might be a PC)
  •     Network connection.

 

Software

  •     Windows XP SP2, windows 2003 family
  •     Dot net framework 1.1 or 2.0
  •    Microsoft data access components

 

 

Statistical Analysis

 

Standard reports produce a wealth of information including analyzing the productivity of your sales team:

 

Modules:

1. Incoming/Outgoing calls

 1.1 History of calls

  1.1.1 Incoming

  1.1.2 Outgoing

 1.2 Duration of Calls

  1.2.1 By Client

  1.2.2 By Activity

  1.2.3 By Supplier

  1.2.4 Others (Family, etc...)

 1.3 Cost Analysis of Operations

  1.3.1 Ratio of Phone Calls/Total Cost

  1.3.2 Ratio of Phone Calls/Revenue

  1.3.3 Ratio of Phone Calls/Profit

 1.4 Ratio

  1.4.1 Ratio of Employee Calls

  1.4.2 Ratio of Employee Call Duration/Activities

 1.5 Controls over Operations

  1.5.1 For each call (Incoming/Outgoing) results a task

   1.5.1.1 Incoming New Client => New Data Entry

   1.5.1.2 Incoming Old Client => Request of service

   1.5.1.3 Incoming New Supplier => New Data Entry

   1.5.1.4 Incoming New Others => Record Call

 1.6 Control over Customer care

  1.6.1 Control of time between request & feedback that result in the measure of time between closing and request

  1.6.2 Measuring the rate of sales over the number of requests

  1.6.3 Rate of time and cost consumed over the revenue

 

2. Client Profile

 2.1 Client Management (first name, middle name, last name, age, family status,

                Number of children, engaged, expected marriage date, rate of travel)

 

3. Advertising Campaign

 3.1 Cost of Advertisement

  3.1.1 Ratio compares sales before advertising

  3.1.2 Ratio cost of advertising / increase of sales = return on investment

  3.1.2.1 Email marketing (investment volume)

  3.1.2.2 Magazine

  3.1.2.3 Outdoor

  3.1.2.4 SMS engine

        Relative to geographic distribution, age, car category etc.

 

You can even track and monitor Quotas, forecasts and sales