CRM in the IT industry
Competent consultation, excellent support and project managers that meet their deadlines and maintain their budget – these key factors are essential for gaining a competitive edge in the IT industry.
Your CRM software requirements
- Manage projects efficiently.
- Departments and project teams work in one network.
- Impress your customers with competent service.
CRM software provides support in all project phases. The highest levels of transparency are realized by planning and controlling projects in a well-organized manner. A CRM solution manages and records all of your resources and time.
Your service employees always have access to all your customer data. Which product does the customer use? Which service agreement has been signed? You can find all the answers to these questions in the CRM software. So that employees are always informed about the extent of services available.
The CAS IT Services industry solution has been developed to meet the requirements of IT companies: from IT service providers who focus on consulting and service to software providers who sell products with marketing campaigns.
CAS IT Services is tailored to the specific requirements of the IT industry sector. This flexible industry solution helps you manage customer information throughout your c ompany. CAS IT Services is based on CAS genesisWorld, the award-winning, leading CRM solution for small and medium-sized enterprises.
- Efficient sales processes
Keep track of your business opportunities to make the most of potential sales. With opportunities, you can manage leads: from the initial contact to the closure of the sale. The automatic notification and action service keeps you informed about events like birthdays, changed appointments or escalations. Not only that but you can also create forecasts and reports on sales potential at the touch of a button.
- Precisely targeted marketing campaigns
Multi-phase campaigns are easily planned and implemented. You can, for example, filter by customers that have service agreements and make the most of cross selling potential. With this solution all your customers' responses are automatically stored and you can forward leads directly to the sales department and generate turnover figures. The smart analysis feature enables you to find out instantly how effective a campaign was.
- Planning and managing projects
Benefit from an effective system for planning and controlling your projects. All this means you can plan and structure your projects precisely. Include risks, phases, milestones and targets, tasks, resources, budgets, costs and times right from the start. The project status, ad-hoc analyses and an early warning system allow you to keep your projects well on track at all times.
- Project controlling
Assigning working hours to projects is the foundation of effective project management accounting. CAS IT Services has a smart time recording feature - both for customers and for projects - which records, for example, hourly rates, estimate-to-complete figures, the time remaining, the budget, and material and external costs.
- Helpdesk for maximum efficiency
Service requests are organized transparently: A trouble ticket system records error reports, controls who is processing the task, informs the sales department and allows customers to keep track of their error reports on the Internet. Automatic recording of the processing time and the resources used allow you to remain in full control of your costs. Create analyses for departments or individual customers with just one click. In this way, you are always informed about your customer's service entitlements.
Interested? Contact us.
Contact us to arrange a free consultation. We are available Mondays to Fridays from 8:00 to 18:00:
- Phone: +49 721 9638-188
- Online: Contact form