Customer Relationship Management (CRM)

Fusion CRM, the company’s signature offering, is a software package and platform unique to the South African market, as it’s infinitely adaptable to allow a company to maximise the potential of its CRM data.

CRM is an acronym for Customer Relationship Management. In short, it’s the method used to gather and utilise information about a customer’s needs and behaviours in order to develop stronger relationships with them and in turn, deliver excellent service and retain their loyalty.

A CRM system helps to understand, anticipate and respond to these needs in a consistent way throughout every aspect of a company’s delivery.
 

Fusion CRM is an enterprise system that has the capacity to span multiple departments within an organisation, allowing limited or unlimited access depending on policy. With security as an integral part of the system, Fusion CRM facilitates the housing of all customer data in one central repository, providing better management of this key resource to simplify marketing and sales processes and perform tasks quicker.

Fusion CRM also allows for sharing of resources, such as, calendars, appointments, scheduling, leave calendars and activity reports, to name a few. For marketing and communication purposes, Fusion CRM provides easy-to-use engines for mass mailing, sms-ing, call management and exporting of data.

Fusion CRM Modules
With years of development under its belt, Fusion’s talented team has produced several mod-
ules from which to choose, depending on requirements.

Advanced search facilities • dashboards • multiple grouping
shared calender • Outlook Integration • Mass Mail & SMS • Security
Leave Calendar • Activity Reports • Product Matrix • reporting

Integration with Business Applications

Core to Fusion Software’s product offerings and development is the capability to integrate its software with existing business applications, such as Pastel and other accounting packages, to facilitate the easy access of information. Fusion CRM is used by clients as the front end that seamlessly integrates with other applications to provide a single, easy-to-use point of entry.

Fusion provides the integration ‘node’ that allows all software to talk to each other to provide
greater operational efficiency.

New selling opportunities. Increased revenues. Effective cross-selling. Instant data access. Efficient marketing processes.
 

Specifications

Customer and Supplier Management:

Fields are customizable by YOU, to meet your business requirements.

Specialised Customer Rating system:
This allows you to get accurate system generated ranking of all your customers, enabling your sales force to focus on the right customers.

Integration into your accounting system:
This allows your sales people access to the appropriate accounting information, Like credit limits.

Full activity reporting:
This allows full transparency within the company, which in turn leads to an unmatched customer experience.

• Appointments
• Visit Reports
• Notes
• Call Logs
• Actions
• Tasks

 Unlimited Addresses:

• Physical
• Postal
• Bill To
• Ship To
• Site Office
• Etc…….

Built in Document Management System:
Link all relevant documents to the Supplier or customer and Never Search for the correct version of a document again.

 Manage all Marketing Campaigns:

• Keep full track of all email campaigns
• Keep full track of all SMS campaigns
• Keep full track of leads generated at exhibitions and trade shows.

Applications:

Enhance Revenue and grow market share.

Improve Customer Satisfaction and Loyalty.

Gain or Maintain Competitive your Advantage.

Improved Business Transparency.

Improved analysis and Reporting.

Productivity improvement.

Process Efficiency through Automation and Standardized Business Processes.

Increased Collaborative selling, Marketing and Communication.

Cost Control  and Savings.

Competitive advantage.

Initiate new lines of business.

Company Details

Company Contacts

Security

Security is managed by user levels however each Tab, Button or Field in the system can be set down to user level. The Security levels ensure that ALL your data is secure, and only those people with the correct access can view or use certain data.