LeGrand is a Customer Relationship Management tool designed to simplify the management of your clients. Key features include:

• construct customer lists easily such as:
• amount of spend within specific timeframes
• by name, phone number, region or address etc
• by activity
• by product or service type or by non-product or service type
• by last contact date
• for follow-up
• carry out targeted marketing initiatives to specific customers or customer lists
• save customer lists for future use
• easily construct personalised letters, flyers, emails, faxes etc or phone call lists
• track all marketing initiatives and create lists for future follow ups
• get instant access to your centralised customer contact information including different people within one organisation and including complete client history
• stay on top of your day, week, month and year with reminders, alerts and a complete review of your schedule

get immediate updates for your ‘sales funnel’ such as:

• tracking product or service enquiry types
• tracking prospect customers
• track sales revenue projections
• closing dates
• follow-up times
• share critical information across the whole team, inside and outside your office
• create reports to analyse your marketing initiatives so you can see what works and what doesn’t
• set forecasts and measure sale against projections, weekly, monthly or quarterly etc
• share contacts, email, calendering and scheduling information with Outlook users
• set reminders to make contact or follow-up
• schedule meetings with clients and see them visually on a calendar and also have instant access to all client information
• import and export data easily from other software
• quickly copy customer information with just a click
• web access to your client and prospect sales information from anywhere
• a range of reports available with the ability to create report templates and automate daily printouts etc
• multi-user licenses available
• embed standard scripts, sales letters, surveys etc for access by your whole team
• make available company policy, price variances or structures or client value to the whole team

 

For further information on LeGrand, or to arrange an LeGrand appointment, contact us