FAQ About S3 CRM

When making certain decisions I usually have to scroll and search through several different screens to help me to get all the information that I need - how is S3 CRM going help me with this?

S3 CRM can offer you all the information you need to know one screen, simply personalise your dashboard with everything that you normally need to use in your day to day business dealings. Then simply click on to the dashboard take a look at anything you need to know about your business from meetings and open tasks to latest notes and most valuable customers. S3 CRM takes the pain out of searching for information as it is all in one easy to access place.

What if I or one of my employees is working on a project and accidentally deletes one of the documents that is attached to a customer’s file?

Don’t worry! S3 CRM recognises the fact that from time to time everyone makes mistakes and with S3 CRM anything that gets deleted will be instantly sent to the recycle bin so that no important information, documents, contacts, quotes, invoices or reports ever go missing.

My reps often have to go out on the road to meet with customers, is there anything that can help them with this and let the customers know that my reps know everything about their needs?

S3 CRM is a sales reps dream. One of the many features of S3 CRM is that you have the ability to upload photos of your contacts alongside their details so that you never forget a face again. Using this simple yet effective feature will enable reps to recognise any of your contacts even if they have not met them, giving the customer the feeling that they really do count. Add to this the route optimisation tool which will not only plan a route for you but will also estimate the petrol usage for the journey, making it a great tool for financial planning.

I have so many different employees working on so many different projects that I sometimes lose track of who is doing what - how can I check who is doing what without interrupting them?

S3 CRM’s project planning feature is perfect for keeping a check on who is doing what - simply click into it and see how many tasks are outstanding and who is working on them. You can also set the priority on tasks from low -high so that you can see which projects are the most important and approaching their deadlines. Such a feature helps you to be proactive as a manager, if you see a deadline approaching and the project has not been progressed as far as it should be you can divert extra employees to the task so that the deadline is met. S3 CRM will even let you add ad hoc tasks and outstanding tasks to your screen so that you can get a total overview of everything that is outstanding in real time.

There are a couple of projects with approaching deadlines, but a lot of my employees have been hit with a bug - what can S3 CRM do to help me?

This is a problem that is quite common from time to time in businesses and business owners should have a plan for when this happens to get information on everyone who is in work on a given day. Often this used to be a frantic session of telephoning departments and getting numbers of employees in work, with S3 CRM simply click into the business wide fully integrated staff calendar and see who is in and who isn’t at a glance. Then you can start to work on what is important -meeting deadlines.

At the end of the last financial year a lot of unpaid invoices were found on various different software programs - how can I store all quotes together so that this does not happen again?

This is another common problem in businesses as employees save outstanding invoice details in various spreadsheet programs or save them straight to their personal files to reallocate later, and often this is not done or the files are deleted. With S3 CRM each and every invoice is created on the application and saved to the correct customer file instantly. This means that all invoices are created and stored on the same application so that they will always be in the right place. S3 CRM will even highlight all the outstanding invoices it has at any one time, in real time, so that you can see, at a glance how much money is owed to your business. This not only helps to cut down on lost invoices as they should never get lost again, but it can also help to tighten up on the collection practices of your employees as invoices get chased sooner and your bottom line improves.

I would like to provide some kind of loyalty based discount scheme for my best customers - how can I find out who they are without devoting lots of time to going back through the previous years orders and invoices?

With S3 CRM you can not only see what is going on in your business in real time but you can also take a look at events that have happened in the past such as previous orders , invoices and quotes. You can also make use of the Total Revenue Per Customer feature which is contained in the reports section of S3 CRM - and this is the tool that you would use to determine who are your best customers. This information can then be used as part of the discount or reward package, or you could take a look and see which are customers that are beginning to place repeat orders and give them an incentive to place another order. The possibilities of using S3 CRM to increase customer revenue are never ending as information can always be used in a beneficial way to improve customer service and this in turn leads to more orders being placed.

Do I have to buy more licenses for S3 CRM each time new employees join my business?

In short - no. S3 CRM will not charge you, as many applications do, to add or remove new employees. Every time you get a new starter simply add them to the application, show them how to work it and let them go! What could be easier? Want to see this for yourself? Visit www.s3crm.com and sign up for the 30 day trial which is totally free and will showcase just what S3 CRM can do for you and your business.

I regularly go abroad for business and pleasure and I need a way in which I can keep track of what is happening in my business without having to telephone the office - how can S3 CRM help with this?

This is absolutely no problem with S3 CRM as it is web based, this means that you can access the application from anywhere in the world that has a computer with internet access. So no more having to take a laptop with you on business (unless you need it for something else) all you need is your username and password and log in.

One of the advantages of S3 CRM being web based is that it is totally accessible which means that you can take the business with you wherever you are in the world. Say goodbye to being tied down to the office and one central location and say hello to total flexibility and accessibility, something that many businesses are unable to do.

Not only that but being able to see your business from anywhere in the world gives you the advantage of being able to make decisions and check on projects without having to make endless phone calls back to the office.

To see how this will work in practice visit www.s3crm.com and sign up for a free 30 day trial.