Marketing, sales, service and contract business

The integrated project and case management is connected to every module that you find in JustRelate CRM. The differentiation of the various sales cases (inquiry, quotes, order) and administration in a project folder allows a targeted workflow for qualifying projects and cases.

The sales management integrates all functions of quote processing, ranging from product and service configuration, including calculation and pricing, over quote configuration to automatic creation of the quote documents.

The marketing management supports targeted telemarketing management, avoids wastage, and pro­vides for a smooth development of multi-stage marketing offensives already during planning. The alloca­tion of milestones and serial mail functions complete the module.

The JustRelate CRM standard supports processing the various service tasks. You can capture and handle service calls (request, failure, complaint and complaint 8D). Furthermore, you can generate service orders (ser­vice action, repair and spare part order). Handling of maintenance (inspection, maintenance and reconditioning) and start-up orders are also included in the service module.

Service tasks can be solved easily and quickly if additional information is available. For this, corresponding objects can be managed in the system and associated with a service case. These are:

• FAQs
• Trouble codes
• Service-relevant customer contracts
• Customer installation, including service objects

JustRelate CRM offers you a specifically dedicated CRM template that provides a consolidated and well-structured view of all properties, sub-properties, and trades as well as a wealth of linked informa­tion. The system enables you to transparently manage relationships between all the entities involved (customers, planners, developers, subcontractors, dealers, processors, tradespeople, etc.) in terms of their connection to a given property.