Customer Relationship Management (CRM)

A Lot of Words with a Simple Philosophy

Customer Relationship Management (CRM) has a number of different meanings. Within ClearService, we have the philosophy that each customer or prospect should have a single record and all of their interactions with the company should be unified into that one record. This includes their demographic information, when they last visited your website, what purchases they have made, what purchases you expect them to make (if applicable), and any on-going conversations that are actively in progress.

ClearService takes this philosophy and applies it from the initial sales contact through to the management and support of the account. In this way, the system can reinforce behaviors throughout the organization and be a central repository of all of the information you need to know about a particular contact.

 Sales force Automation

Your sales force needs specialized contact tools that help you distribute new leads, monitor the flow through your pipeline, and track the sales that have been achieved. ClearService has the capability to manage your sales force in a way that is configurable to your business. You still run your business the way you want – ClearService helps you track and manage it better.

 

 

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