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 Sectorial solutions > CRM / Planning |
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| What gives ICGOrganizer to your company? |
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Organizes and registers all performed actions by employees. |
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Plans day-by-day and hour-by-hour all the tasks. |
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Increases the internal communication of the company. |
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Shortens the sales cycle. |
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Increases the answer time of marketing actions. |
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Increases the productivity of technicians. |
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Decreases the services costs. |
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Reduces the answer times. |
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Informs in which situation are the planned tasks, client and employees. |
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| Technical services management: |
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| Installers and services companies |
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Management of all service operations, from preventive maintenance to invoicing and pieces interchange in advance. |
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Tasks reception through a call-center or web. |
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Cataloguing the warnings by type, emergency, service conditions… |
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Guarantees consult and previous entries to the technical service by own serial number or the serial number of the manufacturer. |
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Assisted assignation of technicians depending on the task type. |
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Calendar object fort the daily planning of all technicians and pending services |
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Registry by technician of all information of the service when finished: service description, initial and end hour, used vehicle if used, expenses (highways, expenses allowance) items used in the service… |
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If a service generates concepts to invoice, automatic creation of the delivery note or invoice in the same ICGManager database. |
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Management and filling of documents related with the service (supplier returns, material orders, purchases, plans, photos…) |
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Analytic statistics module to take decisions, visualization of invoiced amounts, worked hours, displacements… by technician, client, service… |
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Project management: |
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Resources Assignment and Cost Control |
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Personalization of project database, thanks to the creation of new fields. |
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Tracing of all project stages, indicating the person or assigned persons, date, duration, use vehicle, related management documents, occasioned expenses… |
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Possibility to leave on hold an action until the finalization of another one, Example: An action is on hold until a reception of a material. |
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Report generator for the personalization of documents. |
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Quality standard implantation |
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ISO Certifications, Q-Quality… |
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Documentation File |
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Implantation of planning and monitoring. |
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Reports module for indicators measurement. |
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Document design personalization (certificates, templates…) |
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| Clients reception and maintenance: |
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Personalization of clients cards and new contracts with the creation of new fields. |
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Apart from commercial information, (sending addresses, bank data, conditions…), the client file also includes the client activities, competence in which is interested and his level of interest….For the data segmentation and the realization of more effective commercial actions. |
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Maintenance of new contacts and companies, separated of the customer’s database until they make the first purchase. |
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Automating the sales team: |
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Daily planning of the sales team members using the calendar object. |
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Registry by commercial of all relations with clients and/or contacts: visits, phone calls, information sendings, budgets, etc. In this way, every authorized person by the company can check the client expedient and give the client a personalized attention. |
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Statistics module for decision taking, with multidimensional analysis of actions done in function of the result: hot list, cold list, first purchasing…. |
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| Generation of marketing campaign: |
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| Definition and creation of services (phone calls, visits, mailings…) and dates and persons assignment. |
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| Potential client selection, filtering by any information field registered within the system: |
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Topics in which the customer is interested. |
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Competence.. |
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Purchasing amounts. |
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Commercial data. |
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Fixed assets: |
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Maintenance and Controllers |
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Identification with a serial number of all elements of the fixed assets (fields, edifications,, furniture, machines, office material, vehicles…) |
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User files of technical and manual characteristics. |
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Registry of all maintenance services and reparations. |
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Guaranties control and expiration dates of the purchased material. |
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| CENTRAL OFFICE / WAREHOUSE |
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