A CRM lets you store data concerning your prospective, active and closed customers. A central area which contains key customer details, such as contacts and addresses, along with a visual timeline of interactions with the customer, including support tickets.
Leads & Opportunties
Store your sales opportunities in JEM for the ability to analyse your sales pipeline by status, likelihood, sales person or value. Add notes and attachments, set next event dates and record marketing source and key decision makers. Create or link to a quote in Quote Builder and use Jobs to create and track tasks linked to the opportunity.
In Life Customer Service
From within JEM’s CRM users can quickly access any transactions related to the customer, including quotes, orders, invoices and payments. Customer support issues can also easily be created and accessed.
Summary of CRM features
- Fully searchable database of customers
- Customer screen summarises all key customer data
- Sales opportunity tracking and analysis
- Easy access to customer transactions
- Visual timeline of customer interactions