CRM-Comers
systems supporting trade and marketing operations of the company

Summary - a short description of system objects
CRM-Comers focuses on the so-called objects, including processes, members of staff, products etc., which describe the entire sales, marketing and servicing activity of the company. Information and data gathered around these objects allow to control and keep record of the commercial activity. Later, they may be used to evaluate their effectiveness and custom-design the sales offer to help meet the customer needs.
The objects include:
  • Companies - all the customers of our company, including existing customers, i.e. those who have already bought something and potential customers with whom we are trying to secure new sales and towards whom we are directing definite sales actions.
  • Members of staff - the entire staff of the company involved in contacts and work with the customer at different stages. We assume that no customer actions are being undertaken without individual responsibility by a member of the company staff. Also included are the details of the customer contact persons with whom we liaise. The system is based on the assumption that personal details are an essential factor which helps describe the company's customer relations.
  • Processes - include all planned sales and marketing actions to be carried out by the sales staff connected with promoting the sales offer and attracting prospects (telesales campaigns, mail shots, presentations, exhibitions, conferences etc.) All these actions are attributed to individual staff members or groups and to selected products or the entire product range.
  • Products - comprise detailed information about the range of products and services offered by the company. This may include not only details of the products on offer but also details of the suppliers and sources.
  • Advertising - includes information on the promotion of the company and its products, plus other direct actions undertaken by the sales staff. This object describes the company's marketing effort in such categories as shows/exhibitions, advertising, promotions/special offers. This data is later used to evaluate the effectiveness of marketing activities and to measure the impact of individual actions on sales and market share.
  • Orders - comprise information related to customer after-sales service. All service repairs, supporting services, trainings etc. are recorded by the system in a way that allows checking at any time what orders are being processed, for which customers and by whom. It is also possible to establish what types of products and services are being ordered most often.
This knowledge can be used later to help with the technical evaluation of the products/equipment sold and to evaluate the quality of service back-up.
Relevant data and records are stored in the system to enable on-going evaluation of the work of our staff and to monitor reactions and needs of the customers. They also allow to monitor the sales offer of the company and its main competitors, plus the scope and effectiveness of any marketing activity being undertaken.
The data thus gathered not only helps to document the work undertaken by the staff, including submitting of an offer/quotation, concluded transactions, handling of telephone enquiries and customer claims. The data is especially useful to the management in assessing the effectiveness of actions being undertaken, marketing strategies and personnel decisions. Analyses carried out in the system help give information to the people responsible for teams, departments and the entire company which help confirm or revise decisions and strategies regarding sales activities and performance of individuals responsible for particular tasks.
Reports and analyses carried out by the system help to establish whether it is the marketing and sales methods and strategies that need to be revised, or whether changes are needed in the staff or whether it is the product or price offer which need revisions.
CRM-Comers system supplies different types of information, reports and analyses:
  • reports - comprise all actions and activities undertaken by the sales staff (with full records or summary attached) in a period of time, broken down into individual customers, products, processes etc.. Also available are reports which present sales broken down into individual customers, individual salesmen, products, and processes etc.
  • analyses - show sales as a function of the number and type of actions completed by the sales team (or costs of these actions), they may also show the impact of special offers and marketing actions (advertising, promotions, shows) on sales, thus measuring their effectiveness. Analyses can be carried out for the whole company or individual staff members, products or processes.
  • statistics - calculate and show types of actions within different processes, e.g. promotions, quotations and sales of individual products. They calculate costs of sales and marketing actions, which are not included in finance and book-keeping systems (e.g. unit costs of correspondence through the Internet including the cost of labour). They also provide efficiency coefficients for individual salesmen, sales strategies, marketing processes and return on individual products.
  • trends, tendencies - functions which evaluate the customer's feedback within the framework of a particular sales offer. They show growth or decline in sales for the most important products and arrange customers in product-related groups.
  • questionnaires - forms which can be easily custom-designed to include customer information collected by the sales staff. Such questionnaires are used to highlight customer needs and to model the sales offer accordingly (option).
  • information - the data entered into the system provides on-going information to the management regarding offers and quotations being prepared, customers for whom they are being prepared, details of the sales and marketing correspondence, other customer contacts, including claims, expectations and other customer input. The system can also present the actual content of correspondence or telephone call, providing essential information to authorised persons on the quality and effectiveness of customer contacts, without the need for additional conversations or reports from the staff.
The most important feature of CRM-Comers is that it automatically gathers and processes the most important information about the customer and customer relations. Processed data is being made available to the management on an ongoing basis. Several functions of CRM-Comers also support the work of sale teams, helping them to concentrate on looking for prospects and customer service quality, without the need to worry about the technical aspect of these contacts.
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