Customer Relationship Management

Customer Relationship Management (CRM) refers to the set of tools and techniques that you use to manage and monitor the various interactions that occur between your enterprise and your customers.

Successfully managing these interactions is crucial to maintaining a loyal base of existing clients and winning new business.

The DPS CRM and CRM Plus applications are project-based solutions that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. DPS CRM lets you gather information about your clients and then use this information to streamline procedures, activities, and client interactions. Because all of your CRM information is stored in DPS hubs, crucial data about your clients and contacts is accessible to all departments in your enterprise.

This means that all personnel who interact with your clients, from marketing and sales to project managers and billing staff, are working with the same information, which promotes consistency in all of your client relations.

The data-gathering capabilities and information-processing tools provided with DPS CRM let you automate lead tracking, opportunity and pipeline tracking, marketing campaign management, client and contact management, and activity management.

Related Topics:

  • DPS CRM and CRM Plus
    Different enterprises have different CRM needs. DPS offers two options to accommodate CRM needs.
  • Client and Contact Management
    With the Customer Relationship Management (CRM) application, you manage your client and contact records to help your enterprise build stronger client relationships and win more business.
  • Linking Client and Vendor Records
    If you manage both client and vendor/consultant records, you can either use one hub to maintain both client and vendor information or link client and vendor records together to share data.
  • Marketing Campaigns
    A marketing campaign is any event or activity designed to reach new and existing leads, contacts, and/or clients for the purpose of generating new business for your enterprise.
  • Opportunity Tracking and Pipeline Management
    Opportunity tracking and pipeline management are critical processes that your marketing and sales staff use to monitor and assess their efforts as they pursue new business for your enterprise.
  • Calendar and Activity Management
    A key component of lead follow-up, in pursuit project tracking, and project management is the ability to schedule activities for clients, contacts, leads, employees, and projects.
  • Sharing Data with Microsoft Office
    You can coordinate or share certain types of hub and activity data with the other software applications that you use, including Microsoft Office.
Parent Topic: Concepts