Client Relationship Management/Contract Management

Relationship management and Contract management form the corner stone of a smooth running operation for many companies and it’s absence can be costly in both lost time and lost revenue. We will begin by answering the question most often asked.

Why QUICK Base: it is true there are many CRM system out there, with a wide array of features and with many flashy reports and outputs. That is exactly the issue, we know of no other system which is 100% configurable for your needs written with the features that matter for you. We take customers away from some of the largest alternative CRM providers because for all of the whistles and bells the simple truth is this People would rather the have the 10 features their business needs than 5 they need and 25 they don’t.

People deploy CRM systems to support the business and everything else is just “fluffy nonsense”. One more important consideration, once written, you own the data structure, the data and the application, it lives on your account and as long as you pay the modest Intuit Fees. It is yours forever. Never let your data or indeed your application be used as a weapon against you. Even allowing for the upfront development costs a dedicated QUICK Base CRM application very quickly becomes a cost effective solution.

A small list of the most common requirements.

• Service contract monitoring to prevent service breaches, contract gapping and penalties.

• Sales activities including meeting minutes, follow up tasks (tracked) and additional assignments.

• Co-ordinated sales approach, between offices, departments, and internal companies.

• Contact management by company, building location etc etc.

• Contract values and trends , even where one company has many accounts, track by company, location, or individual acc number (or all of the above). Or by customized grouping

• Task planner with community calendar including repetitive tasks (hourly, daily weekly etc etc) or by some other stated interval based on time, data entered or the lack thereof.

• Application linking to service application to give full visibility of relationship.