• Contact management vs. relationship management
• Centralised information
• Consolidated and unlimited databases
• Document management
• Correspondence
• Historical & future view
• Personal and Group Diaries
• Work Scheduling
• Relationships within the customer account
• Strategic account management
• Profiling
• Quotations, Sales Orders and Sales Invoice details
• Single Click Analysis

Contact management vs. relationship management

There are substantial differences between contact managers, which come in all shapes and sizes versus a software solution for managing relationships. These differences will make a big difference to your business's productivity gains and of course, everyone's ability in your organisation to effectively manage relationships with customers and prospects. Caspian's range of functions allow for the ultimate knowledge about each person/contact you have. This goes way beyond basic information like job title, addresses, email, etc. You'll be able to know about relationships with other organisations, influences, preferences, products purchased and much more.

Centralised information

From anywhere, at any time, for any information. With Caspian you'll be able to centralise, control and distribute every piece of information available about your customers and prospects. Just a few examples to do with one single customer record: literature/samples, enquiries, leads, mailings, sales projects, competitors, products purchased, products quoted, customer service status, complaints, any document, meetings, faxes, letters, any incoming emails with attachments, any outgoing emails, discount terms, payment credit status, monies due and much more. Imagine the edge Caspian gives everyone in your company over your competition!

Consolidated and unlimited databases

Imagine a single central database that is segmented to however many business databases that are required. One single central CRM database for all of your customer and prospect information, where any information captured across your departments, divisions, separate companies and/or the entire business, including from any other systems in use, is recorded and shared. This information is then analysed and used to improve future management of your customers, prospects and resellers.

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Document management

Let's face it, now that we all tend to do almost all of our work by generating hundreds, if not thousands of computer documents, it has become very time consuming managing it all. You are bound to have developed some sort of discipline for naming your document files, directory structures, and you've probably saved them on different hardware servers with different access rights. In fact, there is so much you can do to manage these documents. Caspian Document Management is all about structuring your information in such a way that it is simple and quick to locate anything relating to any account or contact, regardless of how many servers the information is on. The emphasis is on saving time. So stop looking for documents or designing complex methods for managing them, instead, invest that time in more interesting jobs and more important tasks.

Correspondence

Just two mouse clicks to produce your personalised letter ready for printing using Word, everything is done, even your signature. You don't even need to save the correspondences, but if you want to, the Caspian document management will help you. Good letters take a lot of experience and time.Centralise with authorised access to all such letters/correspondence by using Caspian database letters. After the production of any correspondence, add your own internal notes and/or instructions/memo to any number of your colleagues, assign follow-up dates and check progress.

Historical & future view

Irrespective of who did what and when, you'll always know and have real knowledge with Caspian Logbooks. You can list everything that ever happened, no matter what it is or who was dealing with it and what its progress was or currently is. You can search for any particular event, action or even words used in any dialogue and/or correspondences. You can look ahead and see what is scheduled to happen, why, when and by whom. Caspian Logbooks are for a complete picture of each contact and even more importantly each customer or prospect account.

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Personal and Group Diaries

You don't have to give up your Outlook if you don't want to because with Caspian you'll have bi-directional integration anyway. Built-in conflict management and personalised rules and prompts will keep you well informed and on top of your time and commitments. But with the Caspian diary option you'll be able to do more. And for those of you who are typically office based where everyone always expects you to know the diary details about other staff, Caspian group diary will prove to be invaluable.

Work Scheduling

Diaries are fine but not an effective method of continually managing workloads and tasks. Caspian Work Scheduling automatically provides you with a complete list of ‘all' outstanding actions/tasks with all associated information and details. You can even re-priorities your pending/brought forward tasks into your own personalised trays. Subject to your access rights, you'll be able to view any colleague's work schedule, make transfers and changes. It will no longer be the case that something has slipped through or been forgotten. You wont need reports to manage teams because Caspian work scheduling will empower you with all the information any manager needs.

Relationships within the customer account

In industries like corporate finance, manufacturing, construction, professional services and distribution there are extensive relationships between organisations, this is never more important to know and manage than when they are your customers and prospects. With Caspian Accounts you'll be able to manage, monitor and track relationships with parent, subsidiaries and well as their customers and suppliers. Using Dunn & Bradstreet (D&B) DUNN numbers are also available which makes it easier to purchase and manage their financial and marketing data. You can assign any number of your account handlers together with their roles/responsibilities. Carry out specific mailings and analysis based on these relationships.

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Strategic Account Management

May be your sales cycle and management does not involve the extent and structure of solution selling, targeted account selling or complex project tracking. But the sales staff still need to focus and strategically target and manage accounts with respect to influence, acceptance, approval, recommendations and purchase of your products and services. In which case, you'll find Caspian's options effective and comprehensive. You'll be able to categorise, profile and qualify as well as each sales person's score against ideal customer requirements. You'll be able to view graphically the ‘shape' of all efforts going into specific objectives in each targeted account, learn and replicate where success is being generated or take corrective actions where it's not.

Profiling

There are of course the standard sets of information that are always useful. For example, number of employees, financial year, credit terms, etc. But even more important is how you see the markets that you operate in, the customers and prospects. Caspian provides a substantial range of options, all of which can be customised and tailored by you simply and quickly– at any time. All of this information and options are also available in numerous other Caspian modules, for example, mailings, marketing campaigns, leads, sales projects, SWOT analysis, business intelligence and more.

Quotations, Sales Orders and Sales Invoice details

This is a very extensive area of Caspian. For example, Caspian will match your own financial year periods and through it provide you with a very large selection and range of financial information and analysis. Integral to the design and development of Caspian are financial transactions, each type is recorded and kept as a permanent record for many different types of analysis. Caspian financials can also be used in a very simple manner, for example, credit status and amount, annualised sales and others. You'll find Caspian will not compete or overlap with your financial systems, instead, Caspian will provide through integration a more comprehensive view of a sales person's, team, department, business unit, trading companies, subsidiaries forecast, orders and actual sales. Dimensions for analysis include, by customer or prospect, types, codes, geographical areas, products, product groups and much more.

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Single Click Analysis

There are a number of unique aspects to Caspian. Among them is the Single Click technology. Imagine using your own internal business language to make a selection for a 100% automated execution, which results within in a matter of seconds in mining of the data, its analysis inclusive of drill downs and final graphical presentation. There are no limits to what you can do with Caspian Single Clicks, in any context for any requirement! It's so simple for it to be used by the Caspian users, after all, what could be simpler than selecting something that is understandable and operating it with one single mouse click.