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« Marina is arriving in Greece, her new market. She chose her list of clients to visit in all simplicity, as her predecessor has sorted the information about the 800 potential Greek clients by their needs and tastes. »
Functionalities
Web-to-Lead
Web-to-Lead is an exclusive ClientFidelity - CRM functionality used to generate prospects through the Internet efficiently.
In a few clicks, create customised forms and integrate them to your web pages. Information collected with this method will be instantly sent to your ClientFidelity - CRM tool.
Customisation
You company is unique! ClientFidelity - CRM provides adapted solutions for your needs. Our tool is used to configure your own data fields quickly and easily. Each user can also customise his/her home page.
- Addition of any type of customised data field for any module
- Creation of e-mail models for e-mailings
- Creation of customised notifications
Shared Agenda
ClientFidelity - CRM's shared agenda is a remarkable management and planning tool for your meetings and calls. Each user has its own calendar. However, the shared agenda is used to plan and save meetings with collaborators, or even to share your calendar with other users.
To facilitate the coordination of your teams, the ClientFidelity - CRM agenda is compatible with Outlook.
- Tasks and activities management
- Sharing definition
- Synchronisation with Outlook
Benefits
Customer service
- Customer service management
- Creation of an FAQ section
Permissions management
- Role definition, groups and views depending on your organisation
- Information control access
Contact
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