BUSINESS CLOUD ESSENTIALS
For any small business, being able to keep hold of your customer and prospect data in one place is critical. Business Cloud Essentials brings together contact and opportunity management at the heart of the system, meaning you can easily track opportunities, grab customer details, and maintain strong relationships.
All the details related to your customers and prospects are safely stored in the system, so you can access contact information, addresses, sales, opportunities and more.
Personalise records using custom fields
Don’t lose opportunities
Central database for all your prospect, customer and supplier information, to share and view across your organisation.
Get a clear picture of customer health and value to your business
Easy access to supplier and client details from anywhere, at any time
Become easier to do business with, by strengthening customer relationships
Clear visibility of opportunities and sales in the pipeline means you can see what needs to be delivered and when, tracking all account activity.
Easily track all orders by customer and account, making sure you deliver on promises
Full visibility of your pipeline, meaning you can better manage cash flow
Ensure delivery deadlines are met and customers are satisfied
Full management reporting capabilities across customers and suppliers. This ensures you can easily view key performance indicators for all accounts.
Customisable reports allow you to drill into the relevant data that is important to you and your business
Guide decision-making and strategy with performance and business trends
Identify the accounts that are performing well, and the ones that perhaps need attention
Manage fixed and flexible pricing for individual customers, or groups of customers. This is stored in the account information, making it easier to see billing and cost totals.
Make sure your billing is up-to-date so you can get paid faster
Total costs per account (and per order) are easily viewable, so you can see each customer's worth to your business
Gain a clear overview of cash flow and revenue, which can help with business growth
Contact management software is important for businesses, as it’s the easiest way to stay connected to customers.
A contact management system allows you to store, manage and update your customer contact information. It also enables you to monitor the ongoing progress surrounding prospective customers.
Contact management software brings you closer to your customers, allowing you to maintain healthy relationships. You can update contact information at the click of a button. The ability to view prospect and opportunity data makes it more likely to turn a lead into a sale.
An opportunity is a potential sale, with an estimated income associated with it. This is different to a lead, which is far earlier in the sales process.
A KPI is a key performance indicator. It can be the scale by which a company or an individual measures their success. With regards to contact management software, you might look at an account that is stored in the system, and judge the performance (or health) of each, based on specific metrics.
In relation to contact management, a prospect is more like a lead than an opportunity, in the way that it is a potential sale that is still at an early stage of the sales funnel.
Having clear visibility of a customer’s contact information ensures that you can get in touch straight away, if something important were to change. Business Cloud Essentials allows you to manage the pricing details around each customer, meaning there will much less confusion with regards to how much you are owed.
Business Cloud Essentials gives you clear visibility of potential sales and exactly where they are in the pipeline. This makes it easier to manage your next steps, and what actions need to be taken in order to push these deals across the line.
Having effective processes in place around the management of your customer relationships will only serve to improve your sales prospects. With clear visibility around the goings-on of customers and potential sales, it makes it easier to keep existing customers happy, and to convert more of your prospects.
If any information about a customer needs to be updated, this can be done at the click of a button within the contact management component of Business Cloud Essentials. Being able to do this so easily keeps you better connected to customers.
Find out more about the powerful features that sit within Business Cloud Essentials
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