Customer Management

Customer information is one of the most valuable information resources for a corporation. To provide individualized services, a corporation must be able to identify and differentiate its customers. UFIDA TurboCRM enables the multi-dimensional categorization of customers and design of various service packages for different customers. Through UFIDA TurboCRM, customer information is shared across various divisions within an enterprise, including the basic customer profile, contacts, current status, sales leads, ongoing orders, transaction history, service tickets and feedbacks etc. The system also integrates data mining on customer and transaction data to analyze purchasing patterns, market preferrences and customer value.

Customer Management

Channel Management

Different distributors bring different return for a corporation, even with the same investment. It is important for a corporation to organize and develop its channel by differentiating distributors and allocating its resources based on ROI. UFIDA TurboCRM helps to establish and manage a hierarchical channel, set up pricing policy, allocate sales quota and maintain the transactions with distributors. Besides, UFIDA TurboCRM supports credit management and financial settlements. Through UFIDA TurboCRM's channel management functionalities, a corporation will benefit greatly from improved channel effectiveness, justified channel policies and reduced channel operation risks.

Channel Management

Supplier Management

Suppliers are important on the value chain of a corporation. To help an enterprise improve its supplier management, UFIDA TurboCRM incorporates various functionalities such as purchase order management, automated purchase planning, order tracking, account payable and payment settlement. Purchase analysis and supplier evaluation are also important features of UFIDA TurboCRM system.

Supplier Management

Subsidiary Management

For a large corporation, it is a formidable challenge to share customer information across branches located in different areas. UFIDA TurboCRM supports distributed computing through its browser/server deployment. It also allows for fine-grained data access control according to the management structure of a corporation. The headquarters can easily monitor the performance of its subsidiaries and coordinate their operation in real-time while enforcing a strict data access policy.

Subsidiary Management

Marketing Management

UFIDA TurboCRM can identify consumption patterns for different market segments based on customer purchasing behavior. It helps to maintain effective marketing policies according to the unique customer characteristics and make one-to-one marketing possible. UFIDA TurboCRM can also track the leads created by marketing campaigns and evaluate the effectiveness of each marketing event. Furthermore, with aid of UFIDA TurboCRM's competition management, a corporation can have a comprehensive understanding of market segmenting, competition environment and development trend.

Marketing Management

Sales Management

For sales management, UFIDA TurboCRM features prospect management, contact management, opportunity management, order management, order tracking, sales planning and forecasting, cost management and contract management. It allows for allocation of sales leads among sales force and realizes the workflow automation for field sales and sales support staff. Giving an insightful perspective on customers and increasing the responsiveness to customer inquiries, UFIDA TurboCRM is able to greatly improve sales force efficiency, shorten sales cycle, and therefore brings higher revenue and market share.

Sales Management

Service Management

The cost of obtaining a new customer is proven to be six times more than retaining an existing customer. Enterprises are hence paying attention to increase customer loyalty and retention rate. The quality of customer service is the key of improving customer loyalty. By maintaining a service knowledgement-base, UFIDA TurboCRM helps to improve the response time and quality of answers to customer inquiries. It also integrates service workflow with the tracking of service tickets, monitoring the handling time and quality. Online self-service feature extends service to 24x7 at a lower expense. UFIDA TurboCRM has enables various corporations to improve customer service quality and increase customer satisfaction.

Service Management