SUPERCHARGE CUSTOMER SERVICE WITH SUITECRM MAY 2017

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1 SUPERCHARGE CUSTOMER SERVICE WITH SUITECRM MAY 2017

2 Table of Contents Introduction... 3 What is SuiteCRM?...3 How can I get SuiteCRM?...3 What specific features does SuiteCRM offer?...3 How many team members can use SuiteCRM?...4 How much does SuiteCRM cost? What about integration with my existing software?...5 How do I get started with SuiteCRM?...6 Why is SuiteCRM better than other CRM products?...6 Conclusion...6 For more information

3 Introduction Customers are the lifeblood of every business. New customers enable company growth and increased profitability, while existing customers provide a stable base on which to create fresh opportunities. Unfortunately, for many businesses, customer experience is negatively impacted by inefficient manual processes. Customer contact information and interactions are often spread out across multiple paper and electronic systems resulting in fragmented views of the sales and support life cycle. And without centralised, automatic data analysis, effectively allocating resources to seek out new customers is short-circuited by the lack of easy insight into business trends. SuiteCRM is a cloud solution designed to address these problems. SuiteCRM: Radically improves business process efficiency Boosts profitability by ensuring and enhancing customer satisfaction and loyalty Heightens your competitive advantage In this white paper, we will highlight what SuiteCRM can do for you. What is SuiteCRM? SuiteCRM is a product designed for businesses to implement effective Customer Relationship Management (CRM). SuiteCRM consists of a set of tightly integrated modules for managing specific aspects of customer sales and support. SuiteCRM however is not limited to just sales with modules available for project management, marketing, case management, and more. Central to SuiteCRM is the concept of automation, which replaces time-consuming manual processes with streamlined, predictable workflows. How can I get SuiteCRM? SuiteCRM is a cloud-delivered service. It s securely accessible over the internet using a web browser; no other software is needed, so your staff can get up and running instantly. All backups and software updates are managed for you in the background so your business can reap SuiteCRM's benefits without the maintenance headache of an in-house system. What specific features does SuiteCRM offer? As mentioned above, SuiteCRM contains modules that support a range of customercentric activities, including: Leads and Opportunities: capture initial sales leads, and track their conversion from opportunities to paying customers. 3

4 Accounts and Contacts: manage information for established customers including contact details, and phone transcripts, and documents. Support: manage customer support queries using clearly defined processes from case creation to resolution. Meetings and Calendars: track meetings and appointments, with on-screen and reminder notifications. Projects: manage company projects and associated tasks, with time accounting and Gantt charts. Marketing: create and distribute marketing campaigns, featuring integration with transactional providers such as SendGrid. Reports: gain critical insights into business trends with powerful and intuitive drag-and-drop report building. SuiteCRM also features outstanding ease of use with a streamlined and customisable interface that won't get in your way. Figure 1 SuiteCRM Reporting. How many team members can use SuiteCRM? The power of SuiteCRM is in how it's a true multi-user system. All SuiteCRM team members have the same synchronised view of customer data. For example, when a customer support case is updated with new information, all team members see the change instantly. 4

5 This massively reduces duplication of effort, and ensures customers are provided with the most efficient level of service. This is simply not possible with legacy systems such as spreadsheets, written notes, and address books. Team members also have their own personalised SuiteCRM dashboard, which displays assigned tasks, support cases, a calendar, and more. With the dashboard, staff have an immediate overview of all outstanding work. On-screen and notifications ensure upcoming tasks are handled on time. Note that while SuiteCRM is designed from the ground-up to support multiple users, it's also perfect for solo use. Figure 2 The SuiteCRM Dashboard. How much does SuiteCRM cost? While CRM products have typically been expensive, SuiteCRM makes the same technology used by the multi-million dollar companies available to you for a remarkably low cost. There are no-per user license fees, and plans are based on a simple recommended user count. Please contact us to discuss your requirements. What about integration with my existing software? Your business may be using many separate systems to manage customer information; we recommend that this data is first imported into SuiteCRM. An immediate time-savings benefit gained is that going forward the information only needs to be modified in a single, central location. Once the data import is complete, then SuiteCRM integrations with your existing software can be explored. For example, use SuiteCRM add-ons for Microsoft Outlook and Mozilla Thunderbird apps to enable easy contact synchronisation and automatic archiving against SuiteCRM cases. 5

6 How do I get started with SuiteCRM? A phased, gradual migration to SuiteCRM is critical to a successful implementation. As noted above, the most important first step is importing existing contact and account data into SuiteCRM, and using SuiteCRM as the central point of customer information. From there, each relevant SuiteCRM module can be introduced, along with staff training and support. Apertura Designs can assist with importing your customer contact data into SuiteCRM. We also provide customised training and support. Please contact us for more information. Why is SuiteCRM better than other CRM products? SuiteCRM is used by thousands of businesses the world over at every scale and in the most demanding customer-centric environments. Coupled with a completely open source base, SuiteCRM enables proven, best-of-breed, enterprise-grade CRM technology at an unbelievably low price especially for smaller businesses. For more information on the business benefits of open source, see: Conclusion SuiteCRM unlocks the power of superior service for your existing customers and accelerates business growth by liberating you from legacy manual processes. With low cost, outstanding ease-of-use, and proven technology based on open source, there's no better time to experience supercharged customer relationship management with SuiteCRM. For more information Contact: info@apertura.co.nz Apertura Designs Ltd Auckland, New Zealand Apertura Designs. All rights reserved. Made exclusively with open source, open standards software. 6