Maestro Technologies - Intelligent management software for the construction industry.

Managing Customer Relationships

The CRM tools used to manage customer relationships have become essential in companies in the last several years. Formerly only for marketing purposes, these tools are now becoming more popular, also being used for sales or after sales service. They give managers an overview of the status of relationships with their customers.

Commonly referred to as CRM (Customer Relationship Management) software, these programs are essentially used to manage:

• Companies (or individuals), who are existing or potential customers.
• Contacts in these companies.
• Requests from these companies (calls or business opportunities).
• Planned meetings and telephone or electronic contacts.

One of the most useful characteristics of CRM is the ability to add notes (in the form of comments or attached files) regarding discussions with customers. In this way, you can always refer to previous discussions if necessary. You can also create statistical reports on the volume of calls received, the time required to complete them, the percentage of successful opportunities, etc.

Could a CRM application be helpful to you?

Maybe you do not believe it could if the number of discussions with your customers and their contacts is not very high. On the other hand, any company that follows up with its customers can gain something from integrating this type of tool:

• Better monitoring of communications with customers.
• Centralization of all information for each customer.
• Certainty of never forgetting an upcoming meeting or contact.
• Better analysis of lost business opportunities and reasons for these losses.

What the maestro*CRM contains

The maestro*CRM is part of the logical flow in developing a series of software programs to manage all operations of construction companies.

The advantage of maestro*CRM over other comparable products is in its integration with other Maestro modules, such as contact management, sales representative management, commission management and project management.

Below are some additional characteristics of this new function:

• Customer requests (referred to as Calls) can be classified by priority, type and category (all configurable) and screen reminders can also be displayed based on various criteria.
• Configurable questionnaires can be associated with the different types of calls, ensuring that the people who enter interventions do not forget to ask essential questions.
• Separate configurable forms can be created at different stages during calls. They can also be sent automatically to users responsible for a call when a predefined status is reached.
• A powerful search engine lets you find the desired contact easily, even if you only know part of the name or address. This function also prevents duplicates when searching for or entering new contacts.
• An integrated program ensures that users responsible for calls never forget a call.
• The maestro*CRM can also convert a call to a contact and automatically create customer and project folders, as well as an invoice template.

The maestro*CRM is constantly changing. It is up to you to determine whether it can help you with your day-to-day operations. In our opinion, we truly believe that this type of tool can help you make a significant difference in your customer relationships.