TABLE OF CONTENTS:
- What is CRM?
- Improve your Sales with the Lead Management Module
- The Contact Module for Easier Communication
- Organize Events within the Calendar Module
- Use the Storage module to keep all files in one place
- Monitor your achievements with the Analytics module
What is CRM?
According to Act.com, CRM or Customer Relationship Management is a software system used to build and manage customer relationships.
It helps organizations manage all their interactions with their existing and potential customers. CRM provides you with the possibility of recording customers’ activities, details, and preferences.
It will eventually allow you to personalize content and experience for them. You can keep track of your workflows and assure everyone in the company are on the same page.
It can be especially useful for sales and marketing teams to create collaboration and improve their productivity.
In the following chapters, we’ll give you an overview of four main Gauss Boxes’ CRM modules and explain how can they improve your business processes.
Improve your Sales with the Lead Management Module
The lead management module can give you information on potential customers.
It will also allow you to monitor the daily activities of the sales department. Altogether, it will combine information about the sales department, sales opportunities, and potential customers in one place.
You can get the complete picture of your company’s sales processes by combining tasks and communication channels.
You surely ask yourself and what about leads?
The Lead management module will improve your sales process by tracking each lead from the first contact to successful sales and beyond.
LEAD MANAGEMENT MODULE FEATURES
WHO CAN USE THE LEAD MANAGEMENT MODULE?
- Large companies
- Small and medium enterprises
- Service activities
- All those who want to improve sales
The Contact Module for Easier Communication
The Contacts module is a great solution for saving and organizing an unlimited number of business contacts – customers, suppliers, business partners, and more.
It will keep all your contacts in one place. You can easily search or filter them according to your needs.
All documents and activities related to a particular business contact are easily accessible with a single click.
The module distinguishes natural from legal entities and simply monitors the possible connection between a person and a company.
It’s also designed to enable the management of organization details.
For instance, it will show you who works in which position within the contact company, which is an exceptional convenience when working with large and organizationally complex clients and partners.
CONTACTS MODULE FEATURES
WHO CAN USE THE CONTACTS MODULE?
- Large companies
- Small and medium enterprises
- Web stores
- Service companies
- Non-profit organizations
- Companies that want to digitize their customer and partner base
Organize Events within the Calendar Module
The Calendar module can help you track all events within the system or create your events within the calendar itself.
Gauss Box’s calendar allows you to plan events, tasks, meetings, and other activities.
Another great feature is you can create public events that will be visible to everyone in the system – or you could even limit the visibility of the event only to chosen users.
As far as activities are concerned, you can plan recurring activities without the need to recreate events.
Within the calendar, you could also have an insight into the reservations of all common areas for better organization of your workspace.
And the best part is the calendar module is synchronized with other modules to better track all of your activities.
CALENDAR MODULE FEATURES
WHO CAN USE THE CALENDAR MODULES
The Calendar module can use all types of organizations – there are really no limitations! Any company that wants to improve the organization of internal processes can implement the module.
The Storage module serves you as a unique place to store all document types within the system. It lets you organize files into folders or even subfolders.
You have the possibility to set up different folders and attach files to them. More importantly, you can manage access rights for each file or folder.
And at the end of the day, every file uploaded to the system is saved here so it’s easy to find whatever you’re looking for. You don’t have to go through e-mails to find a certain file. Everything can be in one place.
Use the Storage Module to Keep all Files in one Place
The Storage module serves you as a unique place to store all document types within the system. It lets you organize files into folders or even subfolders.
You have the possibility to set up different folders and attach files to them. More importantly, you can manage access rights for each file or folder.
And at the end of the day, every file uploaded to the system is saved here so it’s easy to find whatever you’re looking for. You don’t have to go through e-mails to find a certain file. Everything can be in one place.
STORAGE MODULE FEATURES
WHO CAN USE THE STORAGE MODULE?
- Large companies
- Small and medium enterprises
- Non-profit organizations
- Public institutions
- Web stores
- All organizations that need digitalization
Monitor your Achievements with the Analytics Module
If you’re into business long enough, you probably know that one of the main keys to success is continuous monitoring of the achievement of results and adjustments based on it.
With Gauss Box’s Analytics, you will be able to monitor required performance in order to make quality decisions based on specific information.
Also, the Gauss Box has an implemented module with reports that monitor events within the system. Speaking of reports, you can also group reports relevant to your company and share them with colleagues.
Furthermore, you will have the possibility to organize and edit your control panel with only one click.
ANALYTICS MODULE FEATURES
WHO CAN USE THE ANALYTICS MODULE?
- Small and medium enterprises
- Web stores
- Project-oriented organizations
We hope we gave you some interesting data on CRM software and Gauss Box itself. If you want to transform your business, our team will gladly help you. Find out more details about our CRM system implementation or you can contact us directly.