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Barracuda - Customer Relationship Management
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Version
1.3.17
CRM system - record every significant detail about
each of your customers - build job quotations and send
them by fax, email or post - who's who, where they are
and what they do - sales and service order entry and
tracking through to fulfilment - account balance and
transaction details, spending histories - record,
allocate, schedule and track customer service requests
through to resolution - log meetings, phone calls,
faxes, emails, correspondence, literature, etc. -
record, allocate, schedule and track customer service
requests through to resolution - schedule follow-ups,
visits, meetings, courtesy calls, etc. - diarise
activities, tasks and appointments for the day, week,
month - track any number of concurrent sales
opportunities against each customer - inventory
information for each customer and service logs for
each inventory item - issue and track return materials
authorisations - sales and service documents,
brochures, flyers, contracts, etc. - maintain a
library of form letters for marketing sales, support
and service - predefined after sales support and
service plans - collect feedback, review and assign
suggestions for action and follow-up - run scripted
proactive telemarketing campaigns - run sales
campaigns and track performance against budgets and
forecasts - perform statistical analysis across
database and generate tabular and graphical reports -
maintain supplier information on who supplies what and
how reliable they are - user definable reporting
selection parameters, output to screen, printer, disk,
email - manage product problems from report to
successful resolution
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