Improve Customer Relationships with an
On-Line system?
You can read here about how FOX-CRM supports
building strong customer relationships on-line. Integrating
marketing, sales and customer service activities delivers
professional results. Professional results means more referrals
which reduces marketing costs!
What is included in FOX-CRM?
How can this help me?
Why is this useful to my business?
Customer Contact
Management
Managing 100s or 1000s of contacts whether from
prospects or existing customers can end up with hours just trying
to organize them. Many on-line social media web sites (such as
LinkedIn) offer the ability to load contacts from MS Outlook. Most
PDAs or mobile phones have synchronization features for MS Outlook.
So it makes sense to use MS Outlook to manage all of your different
contact types. Sharepoint provides excellent
synchronization and further capabilities to organize
your contacts. You can create multiple contact lists such as those
for Marketing and Key Customers in Sharepoint and
manage these entirely from MS Outlook (Outlook 2007 provides full
synchronization capabilities for multiple contact folders). The
FOX-CRM Customer Contact Management application enhances existing
MS Outlook and Sharepoint contact list capabilities. You will save
time in identifying and targeting those contacts that are most
likely to purchase your products and/or services. description of
this feature.
Lead Generation
Tracking
Many incoming leads can eventually turn in to
Sales Orders but this often takes time. As a result storing these
leads in a central location will increase the potential for you to
gain more sales orders than you would otherwise. Utilising the
power of Sharepoint, FOX-CRM Lead Generation Tracking allows you to
capture sales leads from the web, e-mail, telephone and customer
meetings in a single location. You can update sales leads from your
mobile phone, laptop or PC via the internet, these can be then
tracked and nurtured over time. FOXCRM Lead Generation Tracking
also takes those sales leads that are ready and automatically
creates an entry in the FOXCRM Deals list (see Deal Progression
Tracking below.)
Deal Progression
Tracking
The internet has affected the way many small
businesses run their sales operation. For those of you who have
been running a small business for a little you will know the
importance of winning deals. The more deals you need to manage the
harder it is to know how close each deal is to becoming a Sales
Order. FOX-CRM Deal Progression Tracking helps you understand the
potential for you to win each deal. This helps in ensuring your
cash flow forecast is as realistic and accurate as possible.
Lead/Deal Follow up
Tracking
Following up sales leads and deals is a critical
part of marketing and sales in a small business. It is not so easy
to remember when to follow up an individual sales lead or deal,
especially when you have to do manage everything else in running
your small business. FOX-CRM Lead/Deal Follow Up + Tracking offers
you the ability to set up an automatic reminder which you control
based upon your workload. For once you will get a welcome system
automated reminder, not like many others that interrupt you when
you least want!
Customer Account
Tracking
Recording information about key customers will
give you important insight to which customers are profitable and
which are not. Tracking time spent working on Leads, Deals, Sales
Orders, Customer Service and Accounts Receivable is just one part
of understanding customer profitability. FOX-CRM Customer Account
Tracking helps deliver Lead, Deal, Sales Order and Customer Service
information based upon a specific customer. You may need to track
what conversations you have had in the past with each Customer.
FOXCRM Customer Account Tracking allows you to keep a history of
conversations or meetings with a specific customer.
Customer Letter
Templates
Sometimes you will need to inform all or part of
your customers about some changes to their agreement, a typical
change being something like a product price increase. FOX-CRM
Customer Letter Templates allow you to create a master letter
template in Sharepoint and using MS Word Direct Mail or E-Mail
Merge you can create a topic template (e.g. "Price Increase").
Using the power of FOXCRM, MS Outlook contacts and MS Word Mail
Merge you can rapidly print off 100s of professionally presented
customer letters or generate 100s of professional e-mails without
having to create each one individually.
Customer Presentation
Templates
Customers make purchase decisions based upon
many emotional and rational factors. Ensuring you present your
products and/or services in a consistent easy to understand format
gives customers confidence in your ability as a company to support
them. FOXCRM Customer Presentation Templates allow you to build MS
PowerPoint presentations quickly with the look and feel of your
company. When you subscribe to a service including this feature you
have the option of sending your company graphics to us and we will
prepare a professional looking PowerPoint presentation template for
you. For an additional small fee, you can also request us to create
powerful multimedia web based on-line presentations to support
selling your offering(s).
Customer Proposal
Templates
Preparing and sending customized Proposals or
Sales Quotes can take some time. It is possible to significantly
reduce hours spent on formatting, adjusting and changing a customer
proposal just by creating a proposal template. FOXCRM Customer
Proposal Templates, uses Sharepoint document library templates for
you to create standard customer proposal templates. As each new
proposal is created and saved to FOXCRM, if someone else has
prepared it, you can request that your approval is needed before
the proposal can be sent to the customer.
E-Mail Marketing
Merge
Sending e-mails from your personal e-mail
account to targeted contacts gives you a much better chance of the
e-mail getting through and not being treated as spam. FOXCRM E-Mail
Marketing Merge allows you to select a profile of contact, for
example Sales Director or VP Sales, and then using MS Word 2007 to
produce multiple e-mails that are created and automatically put in
your MS Outlook Outbox. If you don't have MS Word 2007, for a small
additional fee, you can place a request for our e-mail marketing
support and we can arrange to send the e-mails on your behalf.
Direct Mail Marketing
Merge
Sending letters and promotional material to
targeted contacts can still deliver results if part of a bigger
marketing campaign. For example, if you utilise telesales people to
make calls on behalf of your business it is much easier for them to
gain access if a letter has been sent prior to the call. FOXCRM
Direct Marketing Merge allows you to select a profile of contact,
for example Sales Director or VP Sales, and then using MS Word 2007
to produce multiple draft letters ready for posting. If you don't
have MS Word 2007, for a small additional fee, you can place a
request for our mail marketing support and we can arrange to
produce the letters in MS Word 2000-2003 or PDF format on your
behalf.
Help Desk Issue
Tracking
Good customer service can lead to
recommendations or referrals. The problem is how much effort should
you make on resolving customer questions, issues and/or requests
before you start to lose your capability on making a profit? Over
time you will naturally get used to understanding how quickly you
need to respond to each type of customer communication. For example
if you respond to an e-mail or web lead within 60 minutes of the
customer sending it, you have a significantly improved chance of
being able to have a full length discussion with the customer about
their needs. FOXCRM Help Desk Issue Tracking allows you to log
existing customer requests including potential new business leads
or deals. Each entry can be given a priority and status so that you
can easily track which need to be dealt with and which can
wait.
Online Marketing
Research
Imagine a research application that identifies
people looking for information on your products and/or services.
The FOXCRM-Online Marketing Research application leverages Google's
50% dominant market share to give a reliable sample of all search
The FOXCRM-Online Marketing Research application takes just a few
hours to load information from Google about your market potential.
You will discover 1000s of phrases being entered in to the search
engines. All of these somehow related to your business.
FOXCRM-Online Marketing then allows you to identify those search
phrases which will generate high quality leads from future PPC or
SEO marketing campaigns
Customer Segmentation +
Targeting
Understanding which niche customer segments to
focus your marketing and sales on can make the difference between
small business success and failure. Targeting those niche customer
segments can often result in higher than expected sales, this is
sometimes referred to as the 'Long Tail' in marketing. FOXCRM
Customer Segmentation + Targeting allows you to set the parameters
by which to categorise and measure customer potential. FOXCRM
Customer Segmentation + Targeting helps you identify customer
segments based upon their potential need for your offerings and
purchasing capability.
Sales Skills
Support
Did you know there are over 14 sales skills
needed to help generate Leads, close deals and deliver good
customer service? FOXCRM Sales Skills Support is an integral part
of FOXCRM. Each sales skill whether Presenting, Objection Handling,
Negotiating ... is defined and accessible through an e-book and
supported via a dedicated sales skills discussion forum.
Help Desk (Multi
Access)
Keeping your customers informed about their
issues can help reduce the burden on the customer service team.
Sometimes it is important to get specialists from your suppliers
involved to resolve a customer issue. FOXCRM Help Desk Multi Access
provides a secure environment where you can have customers,
specialist suppliers and your customer service team work together
to rapidly resolve issues. This minimizes the time to resolve an
issue as well as long e-mail trails going back-and-forth between
each person involved.
Partner
Management/Reseller
Small businesses often leverage Partners or
Resellers that already have customer relationships in place. The
challenge of working with third party companies reveals itself when
you discover a large deal the Reseller was working on which
included your products and/or services was lost. One of the most
effective ways to solve this problem is to track the Partner's or
Reseller's deals jointly with them. Your hands on involvement is
not easy unless you have a system that both the Partner/Reseller
and you can easily manage. The FOXCRM Partner/Reseller application
extends the Deal Progression Tracking to include a secure
environment for you and each partner or reseller to share
information and provide support for key deals. You will quickly
learn which partners or resellers are capable of selling your
products or services and which are not.
Web Site Landing Page
Design
Whether from PPC, SEO, E-Mails or any other
media, understanding what the visitors to your web site think after
they have clicked on your link is critical to protect your
marketing investments. Landing Pages are the first page that a
visitor sees after clicking a link. With effective Landing Pages,
you can improve the chances of demonstrating the value each product
or service has for each visitor. This ultimately increases the
number of leads you get from each web site visitor! FOXCRM Web Site
Landing Page Design is a service provided that includes the design
of one Landing Page to ensure you maximize the number of leads you
get from your web site. Further Landing Pages can be developed for
an additional fee.
Web Site Conversion Page
Design
Conversion Pages are the last page that a
visitor typically sees after filling in a web form or completing a
purchase. With effective Conversion Pages, you can improve the
chances of promoting other products or services. FOXCRM Web Site
Conversion Page Design is a service provided that includes the
design of one Conversion Page to ensure you maximize the chance of
increasing further sales from your web site. Further Conversion
Pages can be developed for an additional fee.
Sales + Mktg Manager Skills
Support
It's extremely tough for you as a manager in a
small business to find the time to complete a fraction of the
management activities that dedicated managers do in larger
companies. But getting the basic no-frills sales and marketing
management skills will help you increase the company performance.
FOXCRM Sales and Marketing Manager Skills Support is an integral
part of FOXCRM. Each management skill whether developing your
business plan, coaching sales and marketing staff, reviewing
performance, recruiting ... is defined and accessible through
regular webinars and supported via a dedicated sales and marketing
management skills discussion forum.
Google PPC + SEO
Management
Managing 1000s of internet search engine keyword
phrases that are relevant to your business is not easy. As a small
business you could spend hours trying to just get a few
Pay-Per-Click (PPC) campaigns started. When it comes to Search
Engine Optimization a hours can become a days! Is it necessary you
ask? Recent studies showed that over 65% of typical decision makers
in a company use the Internet as their primary source to gain
information on suppliers and other things. FOXCRM PPC + SEO
Management is a service add on which allows you to choose which
keyword phrase groupings you want to focus on for your on-line
marketing campaigns. You can also request us to load up to Google
Adwords sometimes 10000s of keyword phrases to maximize your
chances of promoting to buyers searching the internet for your type
of products or services.
Customer Product/Svc
Training
Training your customers on how to get the best
out of your product or service can save hours of calls from
frustrated customers. FOXCRM Customer Product/Service Training
provides a secure environment where you can have customers access
information on your product and services. You can even set up
mini-training courses and track your customers progress. This
maximizes the chances of your customers experiencing and
appreciating the value of your product or service. Ultimately they
should order more or at least refer you!
Customer
Community
Sometimes it is important to create an
environment where customers can share their experiences both good
and bad with your products and/or services. This type of
environment can provide valuable information on what urgently needs
to be improved with your products or services. Your customers can
also become a great source of ideas for new products or services
that will sell. FOXCRM Customer Community creates an on-line
environment where selected customers can discuss and exchange their
experiences with not just your products or services but also your
competitions! This type of information will help you avoid
significant investments in product or services that don't sell.