CRM SYSTEM - OPTEAMUS
An essential function of any CRM system is the documented tracking of commercial transactions.
The system stores everything from the first enquiry to a successful deal. And even further.
CRM system basic functions
Customer Relationship Management software is the primary task of CRM systems, i.e. the management of customer, customer and potential customer data. Opteamus CRM shows everything in clear and customizable screens. You can see current customers, cases, their next step, their relationship and their complete history.
Accurate data makes management, marketing, customer service, service and finance more efficient. Good customer relationship management software helps you attract new customers and retain old ones. CRM helps you manage the start-up of projects, manage the work of your organisation.
Classic customer relationship management focuses only on sales. In turn, our application easily handles not only sales but also production, marketing, helpdesk and service.
A flexible system is a competitive advantage!
Our flexibility is particularly useful in B2B. Busines-to-business processes can be more than just a wooden tree. They can't just follow the linear 'two emails + two phone calls = contract signed'
.The system can also help with highly complex, multi-stakeholder and multi-disciplinary projects. No problem if the client is complex, has many sites and departments.
The strength of a good CRM is flexibility and customisation.
CRM philosophy: know more!
CRM means to us the enhancement of the effectiveness of doing business through accumulated and systematised knowledge. For any growing business, implementing Customer Relationship Management is a big step forward.
Data sheets and CRM structures
In addition to the usual fields for name, address, channel, customer status, you can add custom fields to the data forms as required. Such changes can also be made by local administrators in the system - with just setup settings. A key feature of our customer relationship management software is the ability to edit the content of the data fields. We can put exactly the fields on the screens that your organisation needs at the time.
Do you need the number of employees in a company or the language spoken by a contact person? It's a matter of minutes to add these as new fields to the appropriate company and people data sheet.
With smart configuration, it's almost a business management system!
See everything in the system, it's CRM customer history
All data visible from mobile devices
The quicksearch you can quickly find your way around client data, quickly prepare any case or key person story. You can easily read through parner, customer, client attachments, quotes, contracts, orders. We'll intelligently add useful information to your customer story that you wouldn't even think of!
You can use CRM not just from the office, but from anywhere on your mobile device. Salespeople can instantly pull up anything in the database from the parking lot or sitting at the conference table.
Integrated helpdesk, service and financials
Full 360° view of customer data!
- Who do we know at which companies?
- Which other companies, campaigns, are you involved with?
- What contracts and offers exist for it?
- Which purchased devices have we installed on your premises?
- What is your service history?
- What announcements have been made?
As B2B software, we even manage groups of companies, subsidiaries and sites. CRM gives you 360-degree visibility of your organisation's entire network of contacts.
Easy to use, you can even search for details with our quick search!
Keresés és leválogatás
- For targeted searches, our quick search will give you an accurate answer.
- For greater immersion, you can enter any search criteria you like with our classic, simple sorter.
- Our own search language allows administrators to write up even the most complex searches.
- If statistical business data is required, any pre-defined list can be generated.
- The data content of any screen can be exported to an excel file (subject to authorisation).
- All relevant information is automatically displayed on our screens without the need to search.
- By focusing on a customer or prospect's profile, the CRM software will show you everything.
The results of sales, marketing and financial breakdowns can be exported immediately to an excel file.
In fact, most data do not even need to be searched for. Our screens usually show everything immediately in full 360-degree view.
Campaigns and circulars in the B2B world
In a B2B environment, circulars are not about acquiring customers, but rather about retaining them. You can easily send simple (even html formatted) circulars to selected targets. You can also organise a campaign or event to reach them.
The campaign tasks, working materials and results are all clearly visible. The targets involved in the campaign can be easily distributed by the manager to the salespeople and mass instructions can be given. Our software connects to your mail server to send out business mail.
B2B marketing targets existing customers.
You can use our Campaign Manager features to organise events, events and training. Nem csak a megcélzott vállalkozások, ügyfelek listáját kezeljük, de a rendezvénnyel kapcsolatos belső feladatokat, anyagokat is tároljuk. We automatically show you which customers, which businesses, which companies, which campaigns they were involved in.
Automatic generation of formatted offers
The resulting CRM offers are neat, consistent, and easy to statistically analyze. Customers will see that the company takes business seriously and uses a customer relationship management system.
The neat-looking offers generated by CRM software also immediately convey a positive marketing message.
Lists and statistics in CRM
We have ready-made lists, we can create new ones on demand, but our users can also easily create lists themselves using List Wizard. Typical lists:
- Showing the current business situation to staff, broken down by person.
- Executive statements, sales pipeline, sales funnel, customers, channel, conversions, deals and order summaries.
- Operational CRM lists of order and financial data for each customer.
- Proactive lists of tasks and issues that we are currently facing.
- Detection of backlogs, anomalies, incorrect data.
Timed, emailed CRM lists can be useful not only for managers. They can be used to provide proactive support to colleagues.
Better to see tasks ahead or contracts about to expire in a timely manner. It is smarter to act early than to make up for lost time.
Tips and tricks
B2B or B2C? Apple or pear?
The B2B and B2C are two separate worlds. Opteamus is a B2B specialist, i.e. it supports long, complex sales processes for your company.
Working with individuals as clients is quite different. It is not the accumulated information, but the automation and marketing functions that bring success. Most Hungarian software offers a B2C solution. Most notably Minicrm.
It's not really a matter of choice, your business clearly determines which way to go. Check out what companies we recommend ourselves to!
Human factor - the human factors of B2B CRM implementation
It is obvious to everyone that CRM offers benefits to the business itself, including managers. They want more transparency, improved lead conversion and increased control. However, this means increased administration for sellers and agents.
It is important that the purpose of the Customer Management Relationship is clear to them. They need to be shown that the work they put in will pay off. They need to see that they will also benefit from the CRM implementation.
With CRM, they will be able to work with more and more accurate information. They need to see that the system is not just a nuisance. Make them aware of the benefits too. A közösségi morál kezelésére kritikus ilyenkor.
A szervezet üzleti érdeke közös érdek.
Management expectations
It is important that management expectations are clear, but not overstated. Require only the minimum administration from staff, but strictly adhere to it. Automatic email statements from systems can help with this.
Frequently asked questions and answers
What are the benefits of CRM?
CRM software definitely makes sales work transparent and predictable. It helps you manage your after-sales engineering, service and financial tasks and data. Customer relationship management does not directly increase revenue, it does not clearly reduce costs.
Systems benefit the business indirectly:
- Task keeping is improving, everything has a master.
- Neither tasks nor important details are forgotten.
- It integrates sales, customer service and service staff.
- Errors caused by disorganisation can be avoided.
- Increases the prestige of the company and the morale of receptive employees.
- Fluctuation damages will be mitigated.
- The system supports decision-making with accurate statistics.
- Data not stored in excel but in a secure place.
- Improve lead conversion!
- Increase sales efficiency.
When is a CRM implementation successful?
CRM software is just a tool. It must be used wisely and with purpose. With strong management will and clever briefing of sales staff, it is necessary to ensure that sales people do not sabotage the use of the system.
It is a function of training and motivation that they themselves see it as useful. It takes the right corporate culture and an upward business trajectory to see the benefits of CRM systems.
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Our extra features
The capabilities of the Opteamus customer relationship management system go far beyond the classics. How much more can we do? »
Cloud solution?
Want to take on the burden of running a new database? We have a cloud solution! »
On-premise CRM?
Do you have IT in your house and want to know all the data inside the walls anyway? No problem! »
Knowledge base construction
A searchable business knowledge base is built about everything and everyone, automatically.
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