Expansions to the basic system Expanded customer relationship management

Expanded customer relationship management (CRM)

The basic system saves customer information and retrieves it according to category, area of residence, or purchases.  When using the purchase history function, information searches can be done according to what the customer bought, when they bought it, and when they travelled.  Retrieved information can be printed on labels.  Thus, with just a few clicks you can retrieve information on all customers who purchased a beach holiday last year, print their details onto labels, and send them a promotion letter. 

CRM expansion I enables group e-mail and Export possibilities.  A group e-mail can be sent directly from Winres, or mails can be sent from Outlook by transferring addresses there.  The group e-mail message can be written directly onto the screen, or it can be attached as a separate PDF or document.  The Export functions enables transfer of retrieved customer information into Excel, for example, so it can then be forwarded to mailing companies.  This expansion makes it possible to send group mails by e-mail or normal post to customer groups such as beach holiday makers.

CRM expansion II has the features mentioned above, but also includes more detailed customer profiles, viewing of customer purchase history directly from the Reservation program, and management of contacts and related documents.  Now it is possible to expand customer information retrieval in such a manner that searches include, for example, all customers under 40 with children who bought a beach holiday last year.  Contacts are saved automatically and can be used later.  So a week later, for example, you can check how many of those customers who received promotion letters have made a new reservation.

The Winres CRM system is especially user-friendly because it is a fixed component of the sales system.  Contact details, sales history etc. do not have to be moved from one system to another, and everything is available in one single system.

 

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