Maconomy will now help us simplify the management of large clients so that we can easily identify the opportunities ahead, the services being delivered, and the accountants, consultants, managers and partners involved with each client.
Heinz Helfenstein, Director Finance & Accounting:
KPMG Switzerland
Getting a complete picture of customer performance and history is a great challenge. Getting this overview often requires a vast amount of information to be gathered from different sources. With Maconomy’s CRM module, you can eliminate the time consuming hunt for information, and have the information presented to you in a single view without manual processing.
Maconomy’s CRM Module provides a simple gateway to viewing and updating all the relevant information about your customers, prospects, and business partners. The basic company contact information is provided in a single window with entry points to information about contact details and activities that have occurred. Current and past sales opportunities from both customers and prospects are readily available, and you are able to view on-the-fly statistics indicating the performance and status of jobs/projects and review invoices and outstanding payments.
The CRM module can also help reduce the risk of budget overruns by allowing your sales force to create detailed budgets as early as the sales phase. Estimates and prices can be based on templates, providing your sales force with a tool for calculating a quote price which is soundly based on experience from similar projects and takes all deliverables into account. Full overview of pipeline, cash flow and peak periods is achieved by distributing sales estimates as well as budgets for actual projcts over time.
