FI-ES: Enterprise Software Solution Company

CRM, or Customer Relationship Management, is a company-wide business strategy designed to reduce costs and increase profitability by solidifying customer loyalty and driving the sales force. CRM brings together information from all data sources within an organization (and where appropriate, from outside the organization) to give one, holistic view of each customer in real time. This allows customer facing employees in such areas as sales, customer support, and marketing to make quick yet informed decisions on everything from cross-selling and up selling opportunities to target marketing strategies to competitive positioning tactics.

Fi-es CRM makes it easy for employees to share information across teams, eliminates redundant data entry, and ensures superior sales and customer service support.

 FI-ES CRM Features

• Drive your sales force at the top gear using this Fi-es Magnolia integrated Fi-es CRM. 
• Accessibility: Anytime Web access with defined user roles and real-time operational dashboards set the industry standard.
• Manage opportunities and activities related to those opportunities efficiently.
• Manage Accounts/customers

Sales

Complete customer view -View all contact and account information and history from a central location, including customer service records. 

Information sharing -Tightly integrated Sales and Customer Service modules make it easy to share information across departments.  

Leads and Opportunity management -Automate leads routing and escalation, convert leads to opportunities, and track and manage opportunities through the sales cycle. 

Quotes -Create customized quotes using a full-featured product catalog.  

Reports -Forecast sales, identify top opportunities and customers, and evaluate trends. 

Customer Service

Case management -Create, assign, and easily manage cases for customer service requests. Manage actions and communications for each case from a central location.  

Complete view of accounts -View all accounts, to identify top customers and better understand specific customer needs.

Opportunities                                  Accounts
         

Dashboard                                     Proposal
          

Agreement                                    Home