BT BizBox's online quote and invoicing tool links into the customer management element. Each quote and invoice raised is recorded against a customer's account.
Do you want your business to succeed?
Of course you do. A critical element in the success of a small business is Customer management. With BT BizBox.s Customer Relationship Management solution you can be confident that you can organize your business more effectively.
Customer and Contact Management includes the following functions:
Enter all your contacts, group and categorize them
This will help you to find people, names, numbers and email addresses quickly
Ability to click to call, click to SMS and click to email.
Details of each call, text or email sent is recorded against a customer's account so anyone can access the account at any time and view the transactions and contact made. This is a great way to keep in touch with your customers and is a great example of customer contact management.
Ability to categorise your customers
There is a flag, which determines whether they should be categorised as gold, silver or bronze indicating the value they bring to your business. It offers the ability to record customer behaviour within each account.
A search facility
BT BizBox has been designed with a search facility so that any detail recorded against a customer's account whether it is in the notes field or the main contact pages can be found easily by any user.
An email marketing tool
The customer management capability is designed to provide small businesses with an email marketing tool. This allows businesses to produce targeted email campaigns advertising new products and services to their customers keeping them ahead of the competition and first to market in their chosen field.
Online quote and invoicing tool
BT BizBox's online quote and invoicing tool links into the customer management element. Each quote and invoice raised is recorded against a customer's account. This enables you to produce reports on your debtors, your valued customers, based on revenue and customers who request numerous quotes but are not converted into invoices.
One of the scarcest resources today is time, and one of the keys to success is efficiency. BT BizBox offers both and more. By improving your ability to collect, compile, organize and retrieve qualified contacts, you can significantly add to your business's bottom line.
