Legrand CRM
Whether it's to manage every aspect of your customer lifecycle or just to handle the day-to-day operations of a single department, you'll soon discover why Legrand CRM helps companies all over the world manage customers and get the best from staff.
Why Legrand CRM?
Legrand set out to produce a practical, intuitive customer management system with "loads" of functionality. We believe that any business wanting to improve their operations using a CRM system should start to see the benefits almost immediately. Thats' why the key benefit to Legrand CRM is a rapid return on investment.
Installation and training time is measured in days, not weeks or even months. Staff will love using the super fast and reliable Legrand CRM. You'lll be seeing a positive impact on your operations in no time at all.
Centralize and Share
Legrand CRM becomes the central repository for everything your company knows about your customers. The extended company and contact records store every piece of information you’ll ever need. All staff can share the same customer database. No more duplicate lists or out of date records!
Record and share complete customer histories. Meetings, phones calls, e-mails, documents, account balances and more. Legrand CRM gives staff all the information they need to better deal with customers. Legrand CRM turns what you know about your customers and their purchase history into highly effective personalized communications in the form of either HTML emails, letters or faxes. Legrand CRM works hand in hand with desktop productivity tools such as Microsoft Office and Outlook, and a variety of accounting systems.
Working Together
The powerful group calendar and tasking will keep your team working as one and make sure nothing “falls through the cracks”. Managers will love the ability to quickly report on staff activities and see exactly who’s doing what.
Working the way your work
No two businesses are the same. That’s why we’ve made customizing screen labels to suit your business a simple process. You won’t need to spend a fortune on expensive “consultants” to make even the smallest change. Reports can be generated by industry standard tools such as Crystal Reports and Stonefield Query.
Scalable and Secure
Legrand CRM 5.0 uses Microsoft technologies to handle up to 50+ users. Synchronization for notebook users is included. A variety of options exist for remote access. Comprehensive security controls who can do what to customer records and stops database theft.
Accounting System Integration included
Legrand CRM is the only customer management solution that features out of-thebox support for a wide range of accounting software witout the need for costly and complex third party links.
Built in security allows some staff to view customer details and account balances without granting them access to your accounting system. Information imported from your accounting into Legrand CRM can be used in a variety of ways. For example, it’s a simple process to send a personalized HTM e-mail to those who purchased in the past but who haven’t done so in the last 2 months.
360 Degree view without the blindspots
Legrand CRM extends beyond sales management which is the focus of many CRM systems. It records every customer dealing not just with your sales and marketing departments, but with other areas including accounting and customer service. Managers get the picture from right across the entire company to help make informed business decisions.
Try Legrand CRM today
If you would like to try Legrand CRM, please contact us for a no-obligation evaluation.
Legrand CRM Features
- Company and Contact Management
- Over 60 fields per Company
Additional 50 Fields for each contact at the company
Unlimited additional ifnroamtion is stored using keyword tags
Create and save custom searches
Quick-Search on all fields
Document Management with extensive search facillity
Complete company history of all activities including calls, meetings, notes, sales opportunities, customer service issues, purchases, e-mails pls more
Uses TAPI to link to your phone system for inbound and outbound calls
Support for Avery labels and Dymo label printer
Mail and fax merge
Personalised HTML E-mail using built in HTML Editor or external editors
Activity reports allow quick access to history by type and user
"No Activity" reports show contacts withouth any recent activities - Web Capture
- Receives information submitted by visitors to your web site and imports this into Legrand CRM
Creates new company and contact records if appropriate
Sends automated reply and schedules follow-up tasks
Map fields on your Web Form to specific fields in Legrand CRM
Can also be configured to create sales opportunities - Customer Service
- Fully integration optional module
Use it to track and manage customer service issues until resolution
Large number of custom fields and settings - Item Tracking
- Fully integrated optional module
Can be used to track physical items or assets, or service items such as memberships
Record item details, serial numbers, warranties and more
Link Customer Service history to the Item record
Import items and sales history directly from QuickBooks or via CSV files from other sources
Search on purchase histories and marketing capaigns and materials - Microsoft Outlook Integration
- Within Outlook: Legrand's Outlook Add-In creates additional menu options within Outlook 2007 to transfer selected emails, contacts, calendar events and tasks to the CRM database.
Within Legrand: The Outlook View module lets you access all your Outlook information and selectively transfer data To/From the CRM database - Accounting Link
- Import existing Customer accounts from the accounting system
Create new accounts on-the-fly from Legrand CRM into the accounting system
Transfer key financial summaries including account balances and sales totals from accounting into Legrand CRM
View live list of accounting transactions (subject to User Permissions)
Supported accounting systems are QuickBooks Premier and Enterprise, MYOB Premier 10 & 11, Accounting 15 & 17, Sybiz Advanced Business Manager (ABM), Pastel and Finance Plus
Extra features for QuickBooks - Import products and sales transactions - Sales Opprtunities
- Define multiple sales processes with unlimited number of stages
View sales opportunities by Sales Process, Manager, Forecast, Territory or Category
Track all people that are involved and define their roles
Link sales to marketing campaigns to analyse lead source
Assign tasks, track meetings and manage staff workload
Graphical analysis of sales pipeline - Campaigns
- Manage marketing campaigns, including lists of Tragets and Respondents, track sales results
Create your own list of 'status' flags
Allocate tasks relating to the campaign, print labels and reports
Create sales opportunities directly from campaign respondents
Calendaring- Full group calendar and tasking
Staff groups
All-day and recurring events
Resources scheduling
Transfer events to/from Microsoft Outlook