Home    News Sitemap Contact Us
 
 
 
  About us
  Products
  Services
  Success Cases
  Customer Services
  Clients
 
 
Location:Home> Success Cases> Success Case - 5
DTZ CRM System

Background:

Customer Relationship Management System can keep record on customer interactions and sales activities, which will become a convenient tool for the front line staffs to plan their next step sales activities or strategy. It stores valuable customers contacts and details for retrieval by the front line staffs or sales, helping them to remember customers preference and particulars, adding confidence for their intention in establishing a stronger bond with the potential clients.

With the grasp of the essence of CRM, taking into account the organizational procedures of our client DTZ, we decided to target our application to make use of the client database in handling Potential customers ( Opportunity ), Sales Activities and Marketing Activities.

Financial report generating is a useful secondary function offered by the system. We integrated existing DTZ valuation system into CRM, which result in an advantage where revenue forecast can be issued in a neat report format. This report has been a favorable tool for the management to foresee the business.



System Achievements :
   
 
  • Enhanced internal exchange of account information
  • Improved quality of service based on fast update of client information
  • Perfectly fit in with business procedure to accomplish efficiency improvement
  • Automised financial forecast report that used to be produced manually, resulting in reduction of human resource and hence cost is reduced
  • Front line officers can have a better control on progress of sales, time management burdens were shared
  • Provided an effective tool for management to oversee business performance
  • Documents are stored as attachement to activity records, which is more organiszed.
  • Users can login outside office. They can keep update and check their appointment even when they are working outside
   
System Characteristics:

  1. Based on internet technology
2. Role based access rights management
3. Important data are safeguarded against unintentional deletion
4. Equipped with Sales Activity Report and Marketing Report for observing the coming activities and duties and the deadlines
 
 
Copyright 2002-2019 © China Ace Technology Limited.All Rights Reserved.
中華第一科技有限公司版權所有 不得轉載