The Philosophy
Sunrise Software Relations CRM combines distribution, marketing and support activities of both office staff and field staff. The CRM system allows the user to access all relevant data at any time and from anywhere. Sunrise Software Relations CRM is a modular CRM system with sophisticated features, supporting continuous industry-specific processes. The possibility of flexible customization allows for further individual adaptations to the specific needs of the different branches und company processes.
CRM in sales and distribution
All activities and processes to do with leads, customers, providers and business partners are efficiently executed with Sunrise Software Relations CRM. Sales staff is supported with functions like sales opportunities, offer management or annual planning. The contact information dashboard displays all relevant data immediately, including data from external systems — the user interface with global information and simple navigation convinces every user. The integrated document filing system for companies, contacts, projects and attachments of e-mails is equipped with a search function as simple and fast as Google.
- Contact information-dashboard
- Company- and contact management
- Lead management
- Visit planning
- Activity history
- Project management t
- Opportunity management
- Forecast management
- E-Mail integration (Outlook, Lotus Notes)
- Contract management
- Of fer/Order/Invoice
- Identification of cross-selling and up-selling potentials
- Document management with full text catalog
- PDA synchronization
- Office integration
CRM in marketing
Various marketing functions like campaign lead management allow for the planning, management and controlling of multi-staged individual marketing actions. Personalized mass mailings and serial letters are generated directly from the CRM system and stored with the contact’s histor y. Your call center is operating both inbound and outbound with internal and external databases and reliably generates first class leads.
- Campaign management
- Extended search and selection functions
- Doublet resolving
- Lead management
- Lead qualification
- Individual statistical analyses and reports
- Tele marketing / Call center
- Personalized serial mailings, serial letters
- Customer potential analysis
- CTI/TAPI - telephone integration
- Generic text blocks
CRM in service and support
The integrated ser vice modules guarantee an ef ficient interaction bet ween front and back of fice. Customer requests are automatically assigned to the appropriate employees or to the queue where they will wait to be
- Ser vice requests/ticketing system
- Complaint management
- Product catalog with product modules
- Waiting queues
- Escalation management
- Knowledge base
- Service contracts
- Analysis reports
