Subscription Management

There is scheduling, alerts and automated workflow inherent to most CRM Solutions, so we need to set up the particular milestones you want for Subscription or Loyalty Club Members to be contacted and by what means. The system is already there to some degree in what is called a frame work, but it has to be brought into your business and in co operation with your bankers. There are a few eCommerce solutions Banks offer, so the one chosen by the client will determine the framework used and the integration points.

SMS Gateway

EzSMS, our proprietary SMS gateway will integrate with most CRM Solutions and allow broadcast of messages to specific target groups, excluding any person that has not provided permission to your company, to send SMS, or has unsubscribed. A record of these communications can be attached to each person communications record in CRM.

Workflow Automation

Most CRM Solutions will provide workflow management and automation capabilities that you can easily customize for your unique sales processes. The result is greater control over routine activities, elimination of redundant tasks, approvals automation, and adherence to your business processes.

Asset Management & Scheduling System

Assets you have now and introduce in the future can be booked via the Event Management System we can provide, within CRM. Such assets need to be managed, maintained and scheduled. For Corporate and Sporting Events for example, reservations can be taken to manage numbers and resourcing. Another example is booking venues for staff training. We will provide capability to automate the reservation or bookings, so when a group confirms, automatic communications are sent to the client and say Catering with details of the event and what will and needs to happen.

Recruitment Tracking

A divisional manager puts in a request for an employee via an on screen manpower request form, which is directed to HR, who then services it through their existing applicant pool or seek new applicants through any of the job boards or newspapers. They take it through the process of HR screening, various competency tests and each one has a threshold for pass or fail. HR then line up the interviews, proceeding to the offer letter then the negotiations are managed.

Food Service and Cleanliness

This is a data driven survey system that has various on screen forms for information capture, then analytics against certain specified KPI’s (key performance indicators) the reporting. You can make any kind of onsite survey like food and service quality. For service you could measure how long the order took to table, was the temperature right, cleanliness and was the quality right. So you can design packages of questions that give you certain standards that you set with your quality control and auditing group and then you can measure how it goes.

Franchise Monitoring System

In this development, management set the matrix KPI’s or benchmarks for revenue and cost for each Franchisee and then track their progress toward those targets in real time. They have milestones, dates and times that are handled with the CRM scheduling system. All the events that are required for the Franchisees like training, planning and communications are managed within CRM, the FMS is and add-on of metrics that sits on top of the CRM.

e-Learning

The eLearning module handles new employee on boarding, so for example when you have a new waitress they need to go through certain training competencies which they go through one time and you sit them down and they grid through it. They need there check lists such as chest X-ray, Health Check, ID etc. So there is a long list a new employee has to do and 95% of these are automated by the new employee on boarding development within CRM.

Implied in this is the management of training. A big part of quality outcomes stem from the training provided. You can have internal and external trainers, there are venues for doing trainings and resources required for specific training events, all of these things are managed in the Talent Management System. The elements will all work together, you have your new employees coming in from the recruitment system, moving seamlessly into the new employee on boarding system, then moved to the skilled up level, then polished off with the key resources that needed to check them out, finalise the process and put the new recruits to work. So as we said 95% is guided by the computer application. Adopting our solution will dramatically reduce cost and time required for your management team’s training requirements.

Reporting

Every element of our solution has its own customisable reporting module. Reports are ordered by the user driven by the business requirements so you filter by for example but not limited to Franchise, Employee, by Trainer, by venue, by resource and then by date range. So anything you want to see from what has been recorded can be reported to screen, excel file or printed. We have also provisioned a report scheduling module that will automate the ordering and distribution of specified reports on time.

Tracking and Trend Analysis

Where there is a requirement to track what is purchased and the frequency to link up buying patterns and smarten up the system. Our technology can deliver this.

For example, if there is a Point of Sale system at the front end of a restaurant and you are already encoding the Loyalty Membership number, you could also use the credit card of the non member customer as a unique identifier, to track their buying patterns and trends. Our solution will aggregate this information to determine what is working. CRM Works can tap into the data in the POS system and provide the Business Intelligence Reporting required for good future planning and decision making.

Loyalty Card

Loyalty Cards do work if managed well and an important part of this is the use of integrated technology. We recommend you consider a Standard Level Free Membership which could have half the benefits of a VIP Membership, for which you charge an annual fee. This will allow customer profiling to be considered against their early patterns and facilitate permission marketing.

In Conclusion

To maintain a pace and facilitate your growth plan in a manageable, cost effective way our offering provides for key the software elements with the functionality you will need to be phased in. With our experience in this space, we can see your goals, the needs and potential problems and proactively present ourselves as your technology partner of choice, to help you steer your business to the most successful outcome possible. Our corporate profiles follow.

CRM Works is an Australian Company, an accredited Solution Provider that specializes in Customer Relations Management, Business Process and Marketing Automation systems. This Sage ACCPAC CRM | ERP Partner serves the Asia Pacific market, offering related services to clients across the region. We have recently embraced SugarCRM being the world leader in commercial open source CRM. The Principal, David Gill who resides in Cebu, is a well grounded entrepreneurial businessman with practical experience in Information and Communications technologies, Customer Relationship Management, Business Process and Marketing Automation.

Among the services that we provided the company was by customizing their client’s projects using JavaScript and PHP web front ends.

Our Software Engineers offer world class capabilities in Sage Accpac CRM, ERP and Shephrd HRIS. Having qualifications and broad skills sets across Programming Languages such as C#, ASP.NET, PHP, Java J2EE, JSP, Web 2.0, Ajax,  ColdFusion, JavaScript, Symbian, Blackberry, iPhone (Objective C), SOAP,  xHTML, Flash and Laszlo. Also, Relational Databases SQL Server, Oracle, MySQL, Postgres SQL, Pervasive, and XML.