FB. Fast CRM

Email Print
Rating: 0/5 (0 votes)
Article Index
FB. Fast CRM
Account and sales management
Salesforce and internal activities management
All Pages
Guide

 Fast CRM - a web-based customer relationship management software - is a comprehensive management solution that supports enterprises to communicate and build relationship with customer systematically and effectively.

Through updating and recording customer information with smart searching and inquiry system, your business can analyze and build long-time and potential account list supporting in making reasonable market development analysis and customer service policies.

Essential features:

  • Manage sales activities: market research and development, sales, customer service, after-sales service;
  • Manage marketing activities;
  • Manage internal information and salesforce: work calendar, job assignment and event tracking system, salesforce management and information sharing;
  • Business activities will be recorded in details by updated information of item, detail history of editing, updating time and by whom;
  • Effective information sharing system
  • Functions embedded in each other support in recording information within program, enhancing work efficiency, showing detailed contact/opportunities and reflecting case/event/job/…
  • Friendly and convenient design, easy to handle;
  • Import and export information from spreadsheet;
  • Advanced technology and high security.

Account and sales management

Potential account management

  • Support in managing information of potential accounts. Despite of uncertain information about potential account, the lack of this control tool leads to lost business opportunities.
  • Potential accounts come from multiple sources such as employees, account’s reference, seminar, marketing campaign. This is the sales lead and source of potential accounts can be converted to real customers of company. All information will be gathered and follow-up carefully to create real opportunities.
  • Integrate private messages for each potential account and allow to post news, photos, files, comments… related to this one.
  • Provide related jobs/events to follow-up carefully corresponding potential.
  • Apply system security and sharing policy to avoid unexpected information leakage.
  • Reports:
  • Potential account list by source
  • Potential account list by status.

Account information management

  • Support in not only managing basic information of account such as: contact address, email, phone number, business sectors, account classification, business sizes… but also controlling new contacts/opportunities with current accounts.
  • Track cases in detail or to-do jobs/events related to account.
  • Integrate function to update private news for each specific account, post news, photos, files… related to specific account only. User can like/update comments.
  • Manage information of multi-level account, account classification.
  • Apply system security and sharing policy for account information and extended functions (contact/opportunities/jobs/events) and eliminate information leakage.
  • User can view “Account list report”.

Contact management

  • Update detailed information about contact person of account: full name, position, department, company, gender, date of birth, office phone number, cellphone, email…
  • Record opportunities/cases when working with contact person.
  • Tracking related jobs/events in details to make work calendar.
  • Apply system security and sharing policy for contact information and extended functions (opportunities/case/jobs/events) and eliminate information leakage.
  • Provide a different view of contacts by contact person report.

Opportunity management

  • Update opportunities by campaign, source, stage, value…
  • Reflect expected opportunities from both new and old accounts;
  • Manage on-handling opportunities, sales opportunities with potential accounts;
  • Control success rate of opportunities and value by stage;
  • Integrate functions: sales quote/jobs/events
  • Apply system security and sharing policy for opportunities and integrated functions;
  • These reports provide more information and concise view:
  • Opportunity sales by stage
  • Opportunity sales by source
  • Opportunity sales by campaign
  • Opportunity sales by time

Contract management

  • Update detailed information of contract: contract number, account code, effective date of payment, value, salesman…
  • Declare contract status: Preparing, To-Approve, Signed.
  • Authorize to view/edit/delete in details or user can be authorized corresponding rights in case of being shared.
  • Integrate jobs/events related to contract to make individual work calendar.
  • Statistics report by account, salesman… in details.

Order management

  • Update details of order: order number, contract, account, status…
  • After being authorized or shared, user can view/edit/delete corresponding rights.
  • Provide utilities to attach downloaded files during data entry.
  • Order report .

Case management

  • Manage cases/questions of account about products.
  • Manage account information by source, type, reason, level…
  • Case report.

Campaign management

  • Campaign is defined as advertisement, product introduction programs with the aim of finding account, potential account through conferences, exhibitions…
  • Update campaign information, budget, expenses, expected income in details.

Salesforce and internal activities management

General information screen – easy to start working

  • News feed – a venue: public news, photos, files… The functions of like/comments about news, sports and cultural events… create convenience in using and interesting to look back.
  • Quick view case chart, jobs and shared events.

Job – Event management

  • Update and track individual jobs/events by work calendar to assign jobs for junior staff or share with team members. Share information about jobs/events with one member or th whole team.
  • Work calendar can be created from multiple sources: assignment, sharing, arising from account management process, creating contact/contract, tracking opportunities, case… User can customize all information at work calendar.
  • Work calendar will be detailed by management level, job status with the aim of managing all activities in the most effective way.
  • Easy to create jobs/events by double-click to specific date or holding left mouse through selected dates on calendar.
  • Allow to view jobs/events by multiple ways: by month, by week, by date or by table.
  • Allow to view jobs/events on “Employee activities report”.

Chat – Easy way to work

  • Users can start conversation quickly by function of chat integrated in Fast CRM.
  • Chat bases on specific group to ensure contact information.
  • Allow to message, chat with specific user or group of users.
  • Allow to message offline and inform when user logs in.

Information sharing – flexible tool for managers

  • Share information within team/group: when creating and sharing information within team/group, all team members can get the information;
  • Share account information: allow to share information about account with junior staff by manager or with other employees by owner. Allow to set up policy of sharing related information such as contact person, contract, sales quote, opportunities, cases;
  • Allow to create policies of sharing potential, contact, opportunities, cases, campaign.

Security, access permission

  • Team/group management structure: declare permitted users, managers to create upcoming management structure.
  • Access permission: function of authorization to each specific operation: create/edit/delete/print.
  • Authorization by group of users and access restriction used in case of complex authorization policy.
  • Limit access IP of user or group of users.
  • System rights and policies of information sharing support business to secure business information effectively, provide full information to right person, right job.

Related news items same category

Last Updated Tuesday, 18/08/2015, 14:01:50, (GMT+7)  

Follow up on the News

  • Newest

  • Most viewed

FF. Inventory Management Wednesday, 23 December 2015, 2729
FF. Purchase & Accounts Payabl... Wednesday, 23 December 2015, 1422
FF. Sales and Accounts Receiva... Wednesday, 23 December 2015, 1882
FF. Cash Accounting Module Wednesday, 23 December 2015, 1568
FF. General Ledger Wednesday, 23 December 2015, 1985
FF. Product Overview Wednesday, 23 December 2015, 1779
FF. System management Tuesday, 15 December 2015, 698
Fast HRM- Human Resource Manag... Friday, 14 August 2015, 7023
Fast CRM - Customer Relationsh... Wednesday, 19 August 2015, 1935
FB. 5 reasons why to choose ER... Monday, 17 August 2015, 1578
Fast DMS - Distribution Manage... Wednesday, 19 August 2015, 1217

Following Comments

  • Newest

  • Most viewed