| 8thManage CRM is an advanced business solution designed to take advantage of the latest web technology, and embedded best
practice in business management methodology.
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It offers all the features you can expect in a quality CRM suite; but what you may not expect is how well these features work together with embedded workflow, prompts, reminders and alerts that make using 8thManage a simple and rewarding experience.
Major applications include:
● Sales force Automation
● Marketing Automation
● Customer Service
● Client Information & Contact Management
● Embedded BI for Client Analysis & Lead Generation
8thManage CRM has an state-of-the-art UI that is extremely easy to use; whether you wish to look at your sales forecast report, a client' s payment performance or the Return-on-Investment report of your latest marketing campaign, you are just one click away. After that, if you wish, you can leave an "assignment task" to your staff online to follow-up, or start an online chat with the "responsible person" by clicking another button.
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Client Info Management  ─────────────────────────────────── |
When you uncover a new opportunity, you want to know whether they are qualified in terms of legal, financial/credit standing, and if they have purchased similar products or services before. If you have won similar deals from this account, why have you won and can you repeat that success; if you had lost, what do you have to do to win this time?
The information shall cover the client's organization structure and the roles of their key individuals; the company' s buying behavior and transaction records. With access to such information, you will understand the benefits, liabilities, obligations and risks involved and be in a better position to devise strategies and a game plan to pursue it. |
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| ───────────────── Sales Force Automation
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As sales team members, you can count on 8thManage to help you look-up client and contact profile and performance information; manage and track sales leads and opportunities
Manage client appointments, activities and tasks Prepare quotations; prepare client interaction reports, sales performance reports and forecasts
As sales managers and executives, your business objectives are to guide the delivery of the planned revenue, profit and cash-flow on target and on-time; and to grow the sales teams in skills, expertise and performance. 8thManage provides a holistic view of your business as a whole with links that you can drill down to any level of detail for sales opportunity reports, and Sales performance reports by territory and by sales persons.
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| ──────────────────────────────────── Marketing Management
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Using 8thManage CRM campaign management, you are fully equipped to design, schedule, execute and track the performance of the planned campaigns in terms of actual return on investment (ROI).
In implementing email campaigns, unlike outsourcing to an email marketing service, you do not expose your confidential customer list to outside parties; you can stage multiple emails in a multi-touch sequence at practically no incremental cost. With 8thManage embedded BI technology driving the email campaign engine, you can selectively seek out specific group of clients or prospects having common requirements and interest, and to deliver a well prepared personalized message that will appeal strongly to the target audiences.
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| Customer Service ──────────────────────────────────────── |
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In 8thManage CRM’s Standard Service Support, your customer is set-up as an 8thManage CRM external log-on user. The customer may view a list of service requests that he or she submitted previously. By clicking on links, he or she can view responses for individual requests.
A new "service ticket" will be tracked automatically. In the event a response is not received by the customer within a preset period, an escalation email will be sent to the service rep's manager. Additionally, if the customer is not satisfied with the service response, he or she has the option from inside the service ticket page to manually initiate an escalation email to the service representative’s manager with a cc to the service representative.
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| ──────────────────── BI Client Analysis ──────────────────── |
Using the standard 8thManage CRM eSurvey capability, a user can readily set up a website containing an easy-to use, multi-check-box web-form that feeds collected data to an Embedded BI behavioral database. Using 8thManage email campaign capability, the user sends email to a target survey audience, inviting them to participate with the survey online. This way a client behavioral database will be built quickly without any software development.
Once the behavioral database is built, it can be used to generate client analysis reports, or when coupled with 8thManage CRM email campaign engine, the behavioral database may be used for personalized email campaign execution.
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