Small Business Administrator

Business Software & Hosting Services

DE Business Administration Software As A Service FR Business Administration Software As A Service US Business Administration Software As A Service UK Business Administration Software As A Service

FOX-SBA Specialist.

Call Now: +44 208 816 8035
Easy Sales Management Online

Customer Relationship Management CRM Tools

FOX-CRM Sharepoint OnLine offers you the best place to track your leads, deals and key customers.

Improve Customer Relationships with an On-Line system?

 

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.