Customer Relationship Management Systems

Customer Relationship Management Systems

Customer Relationship Management (CRM) is a widely recognized, precisely-implemented strategy for managing an organization’s interactions with customers and clients. CRM involves using technology to organize, automate, and inline business processes for marketing, customer service, and technical support. CRM empowers organizations by allowing them to build stronger relationships with customers, vendors, partners and other constituents.

CRM provided by OiPlans offers the following benefits to organizations:

Automation of Daily Tasks:

OiPlans CRM solutions automates account management operations by alerting account managers when contracts are nearing their expiration date. Support automation is achieved logging customer incidents in CRM and implementing conditional triggers such as generating emails to customers to inform them that your organization is working on addressing issues.

Customer or community interactions

Customer or community interactions that rely on workflow automation enables organizations to develop protocols that are standardized to ensure that interaction between customers or the community translates into more positive experiences.

Improves Customer Services:

OiPlans provides organizations with the capability of retrieving customer activity concerning past’s interactions with the organization. The benefit of past information and history allows customer service representatives to quickly find solutions based on an accessible database of potential issues.

Enhanced Data Analytics and Reporting:

CRM solutions provided by OiPlans gives organizations the ability to implement comprehensive benchmarking over time. Organizations are able to identify key performance indicators and to improve upon them. Personalized dashboards provides a way of easily tracking performance and to make effective informed decisions.

OiPlans offers the following WCMS solutions:

SuiteCRM, which received the Bossie Awards in 2015 for best open source applications, is supported by OiPlans. SuiteCRM is used by government agencies, technology services, waste management companies, and educational services.
 
CiviCRM is another popular open source application supported by OiPlans. CiviCRM is used by over 10,800 not-for-profit organizations. OiPlans offer on-premise and hosted options for delivering CRM.

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