Customer Relationship Management

It’s all about the customer! Businesses live or die based on developing and building relationships with their customers.

A Customer Relationship Management System is software designed to facilitate ongoing, profitable relationships. CRM can automate business processes, facilitate data collection and provide business insights and reporting, enabling you to deliver greater value across every department within your business.


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Marketing - Drive Customer Relationships

Run targeted, multi-channel marketing campaigns with marketing automation capabilities that include email marketing, web landing pages, events, telemarketing, SMS integration, and LinkedIn integration. Set up and manage events with an attendee-facing web portal and registration, session, speaker, and venue-logistics management capabilities.

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Field Service – Onsite Service

Manage installation, service or repairs of systems or equipment at the client’s site and deal with the unpredictable changes that arise. Track requests, schedule and manage personnel and resources, and maintain visibility into the service jobs so you can keep the customer updated.

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Customer Service – Maintain Relationships

To provide good customer service, you must have competent, empathetic staff. You also need the right technology - CRM. Your CRM can open every time you communicate with a customer. You can see prior responses from your team, any issues and what’s been done. You are prepared for anything. You are ready to deliver a great Customer Experience.

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Sales - New Customer Relationships

Manage leads from initial capture and routing, through the qualification process to an opportunity and through the stages of your sales process. Prepare quotations and convert them to orders and invoices. Gain high-visibility and insights into the sales pipeline and engage with buyers like never before.


CASE STUDIES

“I couldn’t be happier about how the project has gone this last year”
— Marie Boyle, Chief Information Officer, UP Education.