How to do More for Less With S3 CRM
Expenditure is always important in a business and with this in mind it pays to have a CRM solution that will enable you to do more for less, such as S3 CRM. S3 CRM is not just a customer relationship management tool, it is a whole lot more. In fact it is possible to run the majority of your business through S3 CRM. For one monthly payment you can do the following with S3 CRM:
Create a business wide calendar that is fully integrated.
Use the project planning feature to create new projects and assign them to employees. You can also use this feature along with the calendar to see which of your employees is free to take on additional projects.
Project monitoring in real time by setting deadline alerts in the form of emails, SMS and calendar alerts. Utilising this feature means that you will never have to chase up deadlines again as anyone working on a project will get an alert when the project deadline is up to three days away.
Create customer contacts and attach any documents relating to that customer to them. No more missing paperwork or lost quotes. S3 CRM also has the ability to tell users which of the customer contact details are missing information, so the next time someone speaks to that customer they can fill in the blanks.
Use the financial planning features to chase up outstanding payments, see who are your best customers and more.
Quoting and invoicing is made easy with S3 CRM. All quotes can be created in minutes and users are able to split quotes into items on various lines. The quoting tool will even add the VAT onto the quote for you. Once this has been done you can then save the quote with the customer’s contact details for easy retrieval at a later date.
Document storage. Wave goodbye to missing documents, with the document storage feature on S3 CRM you can save all documents and access them wherever you are.
Use the route optimisation tool to plan routes and work out their cost. This helps anyone who regularly travels as part of their working week. Not only can you plan and save routes, you can also get an estimate of how long the journey will take and get an indication of how much the petrol will cost.
The email marketing tool can be a massive help to any business owner who wants to start creating email marketing campaigns. These are easy to create and send and by using the reporting tool after a campaign has been sent you can check the success of each campaign. It is even possible to create campaigns and schedule them for release at a future date.
There is even a recycle bin, so if any documents are deleted by mistake they can be retrieved.
S3 CRM is also web based, meaning that it can be accessed from anywhere with an internet connection. With this in mind you can see how you can do more for less with S3 CRM.