Account Management

Organizational Management

CRM offers you a technical tool which helps you to organize all the tasks and the functional organization as per the current organization model. This is a very flexible tool.

Your sales or the services which are being offered are being at the front view with the help of the AquaCRM software. Through this you can only display the relevant items for your sales and service related processes

CRM organizational management has many options for linking to your organizational units:
  • สามารถจัดการผสานการทำงานในองค์กรให้ดำเนินกิจกรรมร่วมกันบนงานขาย งานบริการ หรือการเลือกอย่างใดอย่างหนึ่ง

  • วางแผนการดำเนินกิจกรรมตามแผนการเดิมขององค์กร

  • จัดการการเข้าถึงข้อมูลและใช้งานร่วมกันได้ อัพเดตข้อมูลใหม่ตามเวลาจริง

  • จัดการแบบแผนกิจกรรมขององค์กรที่อาจเกิดขึ้นได้ในอนาคต

  • จัดการสาขาขององค์กร คู่ค้าทางธุรกิจ บันทึกบทบาทการทำงานต่อองค์กร

Contact Management

Contact Manager

A well organized contact list can help you to recover all the contacts of the successful business personalities and they can be of great help. Therefore there is a great significance of contact management which is being offered by the AquaCRM to enhance the relationship between the customer and the sales process through the entire life cycle of lead conversion

What are contacts?

Now the definition of the contacts may be explains as the person or individual with whom a good communication is being established in order to maintain a good and healthy business relationship. In a type of B2Cscenario, it is a direct point of business as the customer and while in the B2B scenario, contacts are the reference point among various organization and business opportunities.

What is contact management?

And managing the contacts in a proper way is a huge task and also a time consuming task. Management of the contacts is actually an organized way to keep all data in record for the future references. Hence the entire details like the communication medium, contacts number, email ids and also the website has to be stored. And this is being simplified with the AquaCRM software.

Manage Contacts and Address Book

  • Keep a record of all contacts and related sales opportunities, sales activities, and other details from a common repository

  • Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers

  • Import sales contacts from external sources and other business applications

  • Set up contact assignment rules to automatically assign contacts to the sales force in your organization

  • Synchronize contacts between AquaCRM and Microsoft® Outlook®

  • Create Mail Merge documents using the AquaCRM Plug-in for Microsoft Office

Contact Manager – Follow up Contacts

It is very necessary to make regular communication with the contacts to make a profitable business growth. Regular communication with the client through the emails, calls and various other mode of interaction can provide an up to date information for the company high business prospect, sales pipeline internal association and other benefits. Thus follow up of contact s a necessary step to consider

Everything in its Place

AquaCRM contact management software actually helps you with all your necessary office applications giving a complete view of vital details relating to the contacts. This will make you more organized saving your time in maintaining the follow up and also improve in the business relationship with the various up to date process of following up the clients

Now you can easily manage all your contact channels and customer touch points—so each interaction is highly coordinated and contextual. No more crossed signals or missed opportunities.

What can you do with AquaCRM Contact Manager?

  • Track all contacts and related opportunities, activities, and other details from a centralized, shared database
  • Identify where each contact fits within their company—enabling better messaging and sales coordination
  • Import contacts from third-party business applications using Import Wizard, Web Forms and/or AquaCRM API
  • Establish contact assignment rules to automatically assign contacts to the appropriate salespeople
  • Customize your contact management system using intuitive drag and drop customization wizards
  • Integrate POP-enabled email (Gmail, Hotmail, Yahoo! etc.) with contacts using the AquaCRM Mail Add-on for CRM
  • Synchronize contacts, tasks and calendars between AquaCRM and Outlook using the AquaCRM Plug-in for Microsoft Outlook
  • Create mail merge documents and mailing labels with the AquaCRM Plug-in for Microsoft Office