CIS Manages Sales, Marketing and Communication and Helps Ensure that Sales and Production have a Proper Exchange of Information so that they Always Hit their Target with No Unexpected Surprises!

Customer relationship management (CRM) is a customer-centric business strategy with the goal of maximizing profitability, revenue, and customer satisfaction. Technologies that support this business purpose include the capture, storage and analysis of customer, vendor, partner, and internal process information. Functions that support this business purpose include sales, marketing, customer service, training, professional development, performance management, human resource development, and compensation. Technology to support CRM initiatives must be integrated as part of an overall customer-centric strategy. Many CRM initiatives have failed because implementation was limited to software installation without alignment to a customer-centric strategy. This is why CIS Continuous Improvement Software excels in CRM. All of these CRM requirements are totally integrated into one CRM Solution including the Cross-Platform Communication capability of CIS!

Challenges / Solutions

• Sales personnel often receive customer revisions or must revise pricing on existing quotations. Using a paper-based quotation system requires a complete revision control system to ensure that when revisions are initiated that all operation personnel are advised. Receiving a customer complaint because a new requirement was not executed by operations can result in a loss of customers. CIS tracks quotation revisions and automatically advises by e-mail the managers responsible to execute the changes in the process.

• Customer correspondence and follow-up actions never seem to get completed on time. Often we lose a sale before we even know about it. CIS provides a customer profile and continuous control of all correspondence and actions. In addition, each customer log entry allows for customer feedback and next actions required to close the sale including the ability to upload documents such as RFQs, customer requirement specifications, pictures and more. Actions can be assigned to anyone in the company and will be followed-up with reminder E-mails or communications. The actions appear on the manager's action list and on the Master Corporate Calendar so that they are never forgotten. Late actions are instantly reported. Records of Contract Review are maintained and instantly available for review during an audit.

• Managers never seem to understand sales and never seem to get the most current information or agreements made with a customer. All managers will have access to Customer Correspondence within CIS. Any changes to a Customer Special requirement will trigger CIS to advise the applicable managers.

• Every organization has a standard process that satisfies the majority of their customers. However, some customers may have special requirements. These special requirements often become lost or forgotten in the middle of signing the contract and executing the job. CIS has a Special Requirements module that is linked to the Quotation Module. Special requirements can be entered into this section in the sequence of the processes. Customer special forms, procedures and pictures of the process set-up can be uploaded for each process step. All personnel have access to the special requirements module to ensure that all processes are executed correctly. This section also is a very powerful training tool for new employees.

• Controlling and filing customer specifications and drawings to be used in the processes and having them available and current to all personnel is a challenge. The CIS Special Requirements module allows for the uploading of all types of files for storage and instant availability to all concerned personnel.

• Learning a new process will never be so easy.  CIS can show step-by-step instructions including enlarged photographs of each process step.

• Failing a customer or regulatory audit because process descriptions are not written in the form of work instructions or standard operational procedures will never be a concern again.  CIS Special Requirements section is all you require. You will never need written work instructions or standard operating procedures with headers and footers and many copies distributed throughout the operations.

The CIS Solution

• There are no other management tools on the marketplace today that even compare with our CIS (Continuous Improvement Software).
   

• By ensuring that the process is completely established at the sales process and that the information is instantly available to all concerned personnel, we ensure the proper flow down of information to operations and thereby ensure Success!
   

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