With the specially designed CRM system in DSM, you can:
- Create machine quotations - possibly with associated machine configurations
- Create tasks
- Create a contact directory
- Create leads (pipeline management)
- Store interaction logs - meetings, e-mails, phone calls
- Make use of target audience selection
In the task section, you can choose what kind of task it should be. Here you can choose between a phone call and a meeting, and you can add a description to the task. Tasks can also be created from within the individual contact, leads or from the seller card. Tasks can be generated for a Team of employees.
In the contact directory, you can create profiles of the various contacts you have. For example, it can be contacts who have shown an interest in a certain type of machine. Profiles are used both to form an overview of a contact - but are also used in connection with target group selection, so that you can mass create leads - or to send newsletters to the target group.
The seller can access the system with mobile and tablet.
Target group selection
With target group selection, you can use this function to target your marketing to certain contacts based on certain criteria. Again, this could be based on, for example, interest in a particular type of machine. The marketing material can be sent as e-mail directly from the DSM system – alternatively, the target group can be read out as a CSV file and loaded into alternative programs such as mailchimp or similar.
Sent emails can be tracked directly on the respective contact cards that have received the newsletters.
Leads (pipeline management)
With leads (pipeline management) you have the opportunity to see which offers you have out, for which customers, the status of the offer, the offer description, contact number and the estimated value of the offer. Leads can also be set to specific sales offers and machine sales offers.
In addition, you also have the option of displaying all lists as diagrams that give an overview of the sellers' leads.
For example, filter on won/lost leads - see the reasons and which brand and machine model the sellers have lost/won against. This data can be output to Excel and, for example, sent directly to the machine manufacturers.