Contact and Relationship Management
DBS CRM is a tool for managing information about people, organisations and their relationships.
Basic facts: name, address, country, phone, email etc.
Profiles: what you know about them, in a “soft”, free-text format
Properties: what you know, or would like to know, but in “hard”, structured “questionnaire” format.
Who works for which organisation.
How each person or organisation relates to the other, or to your organisation.
DBS CRM can help you plan and execute communications such as marketing campaigns, and keep records of phone calls, emails and other correspondence in a central repository.
Key Features
Flexible
DBS CRM can be configured and extended to suit your current and future needs.
Create as many classes of entity, such as Customers and Suppliers, as you need.
Create as many address types, such as Street and Postal, and number types, such as Phone, Fax and Email, as you need.
Extend the profiles for each class of entity by creating your own properties for each class. This is like being able to create your own simple questionnaire forms without programming.
Configure a distinct look and feel using style sheets to present DBS CRM in your own branding.
Integrated
DBS CRM can be integrated with your backend systems. Vendor and customer data can be passed between DBS CRM and many standards-based financial, sales and distribution systems.
Sales and other performance information can be loaded from standard data sources into DBS CRM and displayed where you want it.
DBS CRM can use the B2B Exchange (another core module of the DBS Business Portal) to send or receive information to or from your trading partners over the internet.
DBS CRM is built on web technology which means that information can be shared via web services.
The CRM database is simple in structure and can be interrogated via standard SQL- or ODBC-based report writers and query tools.
DBS CRM acts as the repository of Customer, Vendor and User information in the DBS Business Portal. Any additional web pages and workflow functions that require information about people or organisations can get this from DBS CRM.
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Accessible
DBS CRM is accessible throughout your organisation.
Everyone who needs to know about your customers, suppliers etc. can use DBS CRM as their single source of up-to-date information.
Everyone can see what interactions have taken place, so they don’t duplicate effort or confuse your customers with different approaches.
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Secure
DBS CRM is password-secured.
You can also set up external users in DBS CRM without them necessarily having a domain login or access to your LAN.
You can control how much information external users can access and even allow them to update their own records.
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Easy to Use
DBS CRM is easy to use. The web-based screens present the information intuitively. Updating is easy. Little or no training is required.
You can quickly navigate the relationships between organisations, so you can see who does what to whom in a few seconds.
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Easy To Extend
DBS CRM is one of the core modules of the DBS Business Portal.
As a core part of the portal, DBS CRM is inherently easy to extend
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