Exchequer CRM - Sophisticated customer intelligence

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In today’s competitive environment, ease of access to intelligent information on potential and existing customers is critical to business success.

Exchequer CRM provides a comprehensive suite of tools that all your teams from customer service, marketing, sales, support and finance will wonder how they ever managed without.

Combining and utilising all of your organisations knowledge, information and expertise, Exchequer CRM enables you to remain completely focused on the needs and requirements of your customers and prospects.

CRM and Accounts Integration Screenshot Click image for a larger view	CRM Sales Lead Reporting Screenshot Click image for a larger view

From day-to-day management of contacts, the tracking and monitoring of campaigns and pipeline sales opportunities, Exchequer CRM works in harmony with other Exchequer modules, and many other accounts packages to deliver an integrated true customer relationship management solution that is so much more than just contact management.

Exchequer CRM delivers time-saving features including telephone integration, sales and purchase ledger drill-down, products and pricing lookups and truly insightful historical analysis.

CRM Campaign Management Screenshot Click Image for a larger view	CRM Quote Screenshot Click Image for a larger view

Creating quotations is easy, whether in the office or on the road, using products and pricing data held within your accounts customer and stock records. Proposals generated can simply be converted into sales orders and processed by your accounts order processin, driving efficiency and reducing margins for error.

Exchequer CRM is fully scalable and modular so you are free to select which options are required now, and then develop your solution as your business needs dictate.

Just some of the benefits IRIS Exchequer CRM could bring to your business:

• Complete Visibility: Data is captured on every interaction with every one of your contacts
• Seamless Customer Service: Instant access to key information can be available to your staff at all times, which will deliver outstanding service that will build and retain loyality
• Information at your fingertips: Every single document related to a customer or prospect is instantly accessible. E.g.  letters, quotes, emails etc.
• Easy access to data on the move: Access key sales data and processes remotely to produce quotes and take orders whilst on the move.
• Generate the optimum return: Enables analysis of your campaigns to determine which bring your business the best return.
• Greater Sales efficiency: Users can maintain tighter control in tracking pipeline and sales opportunities
• Effective management of sales opportunities: manage individual sales opportunities even across multiple contacts.
• Generate quotes effortlessly: makes creating professional and profitable quotations easy, bu taking costs directly from accounts and using templates to create the quotations.
• Integrated with your accounts: Ensures historical data is harnessed to deliver greater results for your organisation.

Still not sure that Integration is important?
Your accounting system is probably the most complete and accurate source of customer information your business has. Tapping into this information and making it available to the employees who talk to your customers can both improve efficiency, and boost sales through providing a much more complete view of each individual customer.