HERBST INSIGHT – FULLY
INTEGRATED CRM AND SRM
Herbst Insight is a fully integrated customer, and supplier, relationship management tool. It enables management’s ability to easily access relevant, and up to date, information. It provides the tools to effectively record, and display, the information in a meaningful, and relevant, way.
HERBST INSIGHT CRM AND SRM –
KEY FEATURES
- Enter, and track, potential prospective clients (sales pipe line)
- Keep track of correspondence with traders, and the individuals within the company.
- Organise, and group, existing traders. Identify excessive purchasing of certain ranges.
- Organise traders by customisable classification and assign account/sales managers.
- Send personalised bulk mail-merge letters via email, fax or post.
- Send group SMSs for quick promotions, price changes, or area campaign.
- Easily spot other opportunities from the products ledger, not just the sales ledger.
- Differentiate credit control correspondence from other correspondence.
- Share trader activity, and historical correspondence, in one easy to access location.
- Organise, schedule, and record correspondence with prospects, customers and/or suppliers.