You can read here about how FOX-CRM supports building
strong customer relationships on-line. Integrating marketing, sales and customer service
activities delivers professional results. Professional results means more
referrals which reduces marketing costs!
What is included in FOX-CRM?
How can this help me?
Why is this useful to my business?
Customer Contact Management
Managing 100s or 1000s of contacts whether from prospects or existing customers
can end up with hours just trying to organize them. Many on-line social media web sites
(such as LinkedIn) offer the ability to load contacts from MS Outlook. Most PDAs or mobile
phones have synchronization features for MS Outlook. So it makes sense to use MS Outlook
to manage all of your different contact types.
Sharepoint provides excellent synchronization
and further capabilities to organize your contacts. You can create multiple contact lists such
as those for Marketing and Key Customers in
Sharepoint and manage these entirely from MS Outlook
(Outlook 2007 provides full synchronization capabilities for multiple contact folders).
The FOX-CRM Customer Contact Management application enhances existing MS Outlook and
Sharepoint contact list capabilities. You will save time in identifying and targeting those contacts that are
most likely to purchase your products and/or services.
description of this feature.
Lead Generation Tracking
Many incoming leads can eventually turn in to Sales Orders but this often takes time.
As a result storing these leads in a central location will increase the potential for you
to gain more sales orders than you would otherwise.
Utilising the power of Sharepoint, FOX-CRM Lead Generation Tracking allows you to
capture sales leads from the web, e-mail, telephone and customer meetings in a single location.
You can update sales leads from your mobile phone, laptop or PC via the internet, these can be
then tracked and nurtured over time.
FOXCRM Lead Generation Tracking also takes those sales leads that are ready and automatically
creates an entry in the FOXCRM Deals list (see Deal Progression Tracking
below).
Deal Progression Tracking
The internet has affected the way many small businesses run their
sales operation. For those of you who have been running a small business
for a little you will know the importance of winning deals.
The more deals you need to manage the harder it is to know how close
each deal is to becoming a Sales Order.
FOX-CRM Deal Progression Tracking helps you understand the potential for
you to win each deal. This helps in ensuring your cash flow forecast
is as realistic and accurate as possible.
Lead/Deal Follow up Tracking
Following up sales leads and deals is a critical part of marketing and sales in a
small business. It is not so easy to remember when to follow up an individual sales lead
or deal, especially when you have to do manage everything else in running your small business.
FOX-CRM Lead/Deal Follow Up + Tracking offers you the ability to set up an automatic reminder
which you control based upon your workload. For once you will get a welcome system automated
reminder, not like many others that interrupt you when you least want!
Customer Account Tracking
Recording information about key customers will give you important insight to which
customers are profitable and which are not.
Tracking time spent working on Leads, Deals, Sales Orders, Customer Service and
Accounts Receivable is just one part of understanding customer profitability.
FOX-CRM Customer Account Tracking helps deliver Lead, Deal, Sales Order and Customer Service
information based upon a specific customer.
You may need to track what conversations you have had in the past with each Customer.
FOXCRM Customer Account Tracking allows you to keep a history of conversations or meetings
with a specific customer.
Customer Letter Templates
Sometimes you will need to inform all or part of your customers about some changes
to their agreement, a typical change being something like a product price increase.
FOX-CRM Customer Letter Templates allow you to create a master letter template in
Sharepoint
and using MS Word Direct Mail or E-Mail Merge you can create a topic template (e.g. "Price Increase").
Using the power of FOXCRM, MS Outlook contacts and MS Word Mail Merge you can rapidly print off 100s of
professionally presented customer letters or generate 100s of professional e-mails without having to
create each one individually.
Customer Presentation Templates
Customers make purchase decisions based upon many emotional and rational factors.
Ensuring you present your products and/or services in a consistent easy to understand
format gives customers confidence in your ability as a company to support them.
FOXCRM Customer Presentation Templates allow you to build MS PowerPoint presentations
quickly with the look and feel of your company. When you subscribe to a service including
this feature you have the option of sending your company graphics to us and
we will prepare a professional looking PowerPoint presentation template for you.
For an additional small fee, you can also request us to create powerful multimedia web
based on-line presentations to support selling your offering(s).
Customer Proposal Templates
Preparing and sending customized Proposals or Sales Quotes can take
some time. It is possible to significantly reduce hours spent on formatting,
adjusting and changing a customer proposal just by creating a proposal template.
FOXCRM Customer Proposal Templates, uses
Sharepoint document library templates
for you to create standard customer proposal templates.
As each new proposal is created and saved to FOXCRM, if someone else has prepared
it, you can request that your approval is needed before the proposal can be sent to the customer.
E-Mail Marketing Merge
Sending e-mails from your personal e-mail account to targeted contacts gives you a much
better chance of the e-mail getting through and not being treated as spam.
FOXCRM E-Mail Marketing Merge allows you to select a profile of contact, for example
Sales Director or VP Sales, and then using MS Word 2007 to produce multiple e-mails
that are created and automatically put in your MS Outlook Outbox. If you don't have MS Word 2007,
for a small additional fee, you can place a request for our e-mail marketing support and
we can arrange to send the e-mails on your behalf.
Direct Mail Marketing Merge
Sending letters and promotional material to targeted contacts
can still deliver results if part of a bigger marketing campaign.
For example, if you utilise telesales people to make calls on behalf of your business
it is much easier for them to gain access if a letter has been sent prior to the call.
FOXCRM Direct Marketing Merge allows you to select a profile of contact, for example
Sales Director or VP Sales, and then using MS Word 2007 to produce multiple draft letters
ready for posting. If you don't have MS Word 2007, for a small additional fee, you can place
a request for our mail marketing support and we can arrange to produce the letters in
MS Word 2000-2003 or PDF format on your behalf.
Help Desk Issue Tracking
Good customer service can lead to recommendations or referrals. The problem is how much effort
should you make on resolving customer questions, issues and/or requests before you start to lose
your capability on making a profit?
Over time you will naturally get used to understanding how quickly you need to respond to each type
of customer communication.
For example if you respond to an e-mail or web lead within 60 minutes
of the customer sending it, you have a significantly improved chance of being able to
have a full length discussion with the customer about their needs.
FOXCRM Help Desk Issue Tracking allows you to log existing customer requests including potential
new business leads or deals. Each entry can be given a priority and status so that you can easily
track which need to be dealt with and which can wait.
Online Marketing Research
Imagine a research application that identifies people
looking for information on your products and/or services.
The FOXCRM-Online Marketing Research application leverages Google's
50% dominant market share to give a reliable sample of all search
The FOXCRM-Online Marketing Research application takes just a few hours
to load information from Google about your market potential.
You will discover 1000s of phrases being entered in to the search engines.
All of these somehow related to your business. FOXCRM-Online Marketing then
allows you to identify those search phrases which will generate high
quality leads from future PPC or SEO marketing campaigns
Customer Segmentation + Targeting
Understanding which niche customer segments to focus your
marketing and sales on can make the difference between small business
success and failure. Targeting those niche customer segments can
often result in higher than expected sales, this is sometimes referred
to as the 'Long Tail' in marketing.
FOXCRM Customer Segmentation + Targeting allows you to set the parameters
by which to categorise and measure customer potential. FOXCRM Customer
Segmentation + Targeting helps you identify customer segments based upon
their potential need for your offerings and purchasing capability.
Sales Skills Support
Did you know there are over 14 sales skills needed to help generate Leads,
close deals and deliver good customer service? FOXCRM Sales Skills Support
is an integral part of FOXCRM. Each sales skill whether Presenting, Objection
Handling, Negotiating ... is defined and accessible through an e-book and
supported via a dedicated sales skills discussion forum.
Help Desk (Multi Access)
Keeping your customers informed about their issues can help reduce the burden on the
customer service team. Sometimes it is important to get specialists from your suppliers
involved to resolve a customer issue.
FOXCRM Help Desk Multi Access provides a secure environment where you can have customers,
specialist suppliers and your customer service team work together to rapidly resolve issues.
This minimizes the time to resolve an issue as well as long e-mail trails going back-and-forth
between each person involved.
Partner Management/Reseller
Small businesses often leverage Partners or Resellers that already have
customer relationships in place. The challenge of working with third party companies
reveals itself when you discover a large deal the Reseller was working on which included
your products and/or services was lost.
One of the most effective ways to solve this problem is to track the Partner's or Reseller's
deals jointly with them. Your hands on involvement is not easy unless you have a system that
both the Partner/Reseller and you can easily manage.
The FOXCRM Partner/Reseller application extends the Deal Progression Tracking to include a secure
environment for you and each partner or reseller to share information and provide support for key deals.
You will quickly learn which partners or resellers are capable of selling your products or services and
which are not.
Web Site Landing Page Design
Whether from PPC, SEO, E-Mails or any other media, understanding
what the visitors to your web site think after they have clicked on your link is critical
to protect your marketing investments. Landing Pages are the first page that a visitor sees
after clicking a link.
With effective Landing Pages, you can improve the chances of demonstrating the value each
product or service has for each visitor. This ultimately increases the number of leads you
get from each web site visitor!
FOXCRM Web Site Landing Page Design is a service provided
that includes the design of one Landing Page
to ensure you maximize the number
of leads you get from your web site.
Further Landing Pages can be developed for an additional fee.
Web Site Conversion Page Design
Conversion Pages are the last page that a visitor typically sees after filling in a
web form or completing a purchase. With effective Conversion Pages, you can improve
the chances of promoting other products or services. FOXCRM Web Site Conversion Page
Design is a service provided that includes the design of one Conversion Page to ensure
you maximize the chance of increasing further sales from your web site.
Further Conversion Pages can be developed for an additional fee.
Sales + Mktg Manager Skills Support
It's extremely tough for you as a manager in a small business to find the time to complete a
fraction of the management activities that dedicated managers do in larger companies.
But getting the basic no-frills sales and marketing management skills will help you
increase the company performance.
FOXCRM Sales and Marketing Manager Skills Support is an integral part of FOXCRM.
Each management skill whether developing your business plan, coaching sales and marketing
staff, reviewing performance, recruiting ... is defined and accessible through regular
webinars and supported via a dedicated sales and marketing management skills discussion forum.
Google PPC + SEO Management
Managing 1000s of internet search engine keyword phrases that are relevant to your
business is not easy. As a small business you could spend hours trying to just get a
few Pay-Per-Click (PPC) campaigns started. When it comes to Search Engine Optimization
a hours can become a days!
Is it necessary you ask? Recent studies showed that over 65% of typical decision makers
in a company use the Internet as their primary source to gain information on suppliers
and other things.
FOXCRM PPC + SEO Management is a service add on which allows you to choose which keyword
phrase groupings you want to focus on for your on-line marketing campaigns.
You can also request us to load up to Google Adwords sometimes 10000s of keyword phrases
to maximize your chances of promoting to buyers searching the internet for your type
of products or services.
Customer Product/Svc Training
Training your customers on how to get the best out of your product or service
can save hours of calls from frustrated customers.
FOXCRM Customer Product/Service Training provides a secure environment where you can have
customers access information on your product and services. You can even set up mini-training
courses and track your customers progress.
This maximizes the chances of your customers experiencing and appreciating the value of your
product or service. Ultimately they should order more or at least refer you!
Customer Community
Sometimes it is important to create an environment where customers can share their experiences
both good and bad with your products and/or services. This type of environment can provide valuable
information on what urgently needs to be improved with your products or services. Your customers
can also become a great source of ideas for new products or services that will sell.
FOXCRM Customer Community creates an on-line environment where selected customers can discuss
and exchange their experiences with not just your products or services but also your competitions!
This type of information will help you avoid significant investments in product or services that
don't sell.