S3 Blog

Posts Tagged ‘quoting and invoicing’

S3 CRM Helps Businesses to Reinvent Themselves

Tuesday, April 21st, 2009

One of the main reasons that businesses fail today is that they do not stay in touch with what their customers want and begin to appear dated in the way that they advertise, conduct business and contact their customers. What might have worked well for a business 20 or so years ago will not cut it in the consumer world of today and businesses are realising they need to reinvent themselves to keep up to date. Initially it can seem like a costly venture for any business owner to reinvent their business, but thanks to S3 CRM it is much more cost effective than you might think.

S3 CRM can help businesses to reinvent themselves by streamlining their procedures and process through:

1. Providing the means to create easy to access and add to customer and employee contact databases.
Creating invoices and quotes quickly and easily and attaching them to customer contact details.
Plan projects and assign them to employees using S3 CRM, business owners are also able to see who has the most projects, which projects are open and which are approaching their deadlines.
Set alerts for when projects and tasks are nearing completion dates.

2. Create email marketing campaigns using an easy to follow structure which means that even a novice can successfully create email marketing campaigns in minutes. Email marketing is one area that many business owners are wary of as they believe that it takes certain expertise to do so and as a result shy away from attempting to produce them. With S3 CRM a business can move forward and reinvent themselves adding email marketing to their methods of contacting customers. Once an email marketing campaign has been sent users can check on its effectiveness using the reporting tools available through S3 CRM.

3. Send SMS messages using S3 CRM – this is another great way for businesses to stay in touch with customers.

4. S3 CRM also has additional reporting tools which can allow business owners to see the conversion rate for quotes, which customers have the most outstanding invoices, which customers have the placed the most orders and so on. In fact using S3 CRM can help a business to get the best from reporting so that it can increase profits and reduce outstanding invoices.

5. Each individual user is able to customise their own dashboard upon which they can place widgets of the features they use most often, this helps to cut down on the time spent opening different features and scrolling through screens.

6. As S3 CRM is web based users can access their account from anywhere in the world with internet access, this allows a business to provide the same service from anywhere – a total reinvention if users previously all had to be based in the same office.

These are just a few of the ways that S3 CRM can help businesses to reinvent themselves and there are many more to choose from.

S3 CRM One Stop Shop

Monday, March 23rd, 2009

Finding a software solution that you can virtually run your business from can seem like an uphill struggle and that is why a great deal of businesses wind up using several different software applications. This is not only hard to work with (no one likes to have to have four or more applications open at one time and have to flick between them constantly) it is also very expensive. Due to this many small to medium sized businesses find that they have to cut corners or decide which software solutions they can afford to run at the expense of others. If you are the owner of a small to medium sized business that wants an amazing all round CRM solution S3 CRM really is a one stop shop. Here is what you can expect from S3 CRM the most flexible, accessible, comprehensive, cost effective and user friendly CRM solution available:

- Customer contact and employee contact information storage – here users can store all customer and employee contact details in different categories for easy retrieval.

- Storage features – quickly and easily store all information relating to a customer with their contact details so no information will ever go missing again.

- Quoting and invoicing tools – create quotes in moments on multiple lines and with VAT added as standard. When a customer accepts a quote users can easily turn these into invoices to be sent at a later date.

- Employee calendars – this feature allows a business owner to see which employees are available, on holiday or away sick.

- Project tools – use this feature to plan and implement projects, assign projects to users and see which users are in charge of which projects. Using this means that no project deadline should ever be missed, even if the user in charge of a project is absent.

- Email marketing – create email marketing campaigns in minutes and send them to your email marketing list.

- Reporting tools – see which invoices are outstanding, who has replied to email marketing, which customer has the most repeat orders and much more.

- Easy to use dashboard – users can create their own dashboard with all their regularly used features and tools on it. Business owners can tailor theirs so that they can see their business at a glance.

- Accessibility – as S3 CRM is web based users can log into their account from anywhere in the world that has an internet connection which means that business owners can stay in touch with the office even when they are not in the country.

- Easy to use – S3 CRM is so easy to use that anyone can learn how to access and it’s features in just a few hours – so say goodbye to long and expensive training days for employees. Just sign up a new user and they can be using S3 CRM in well under one day – without any intensive training.Cost effective – S3 CRM costs £4.99 / $9.99 per month which makes it one of the most reasonably priced CRM solutions on the market.

In addition to these features S3 CRM also offers – document storage, meeting planning tools, route optimisation tools, recycle bin – the list is endless, proving that S3 CRM really is a one stop shop.


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