Contact management

Customer information on hand

Comarch ALTUM CRM manages contact information for existing and potential customers. Contacts are grouped according to business processes. Thanks to integration with MS Outlook you can transfer customer information (together with all the information on events, tasks, etc.) directly to the mailing program and then use it for further purposes such as mass-mailing. Once you have won their business, you can convert leads to customers with a single click to immediately begin registering orders and transactions. You will have uninterrupted access to your customer’s history, including:

• Payment status
• Transactions concluded
• Records of goods and services ordered

In addition, the application provides data such as discounts specified for each customer and the default payment method associated with the discount.

Recording customer interactions

Comarch ALTUM CRM lets you keep track of conversations your employees have had or plan to have. Each conversation has compulsory fields, such as title, date (entered manually or selected from a calendar), as well as optional fields, such as information about the employee who conducted the conversation, the type of conversation (telephone, e-mail, face to face, meeting, facsimile), related contacts and any notes about the interaction.

Sales activity management

Marketing activity management

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Provide excellent customer service

Because the CRM application and the ERP core of Comarch ALTUM use a common database, you always have access to up-to-the-minute information on current transactions and any other operation involving the customer. The system allows you to analyze customer behavior, so you can track their preferences and offer individualized promotions, discounts and marketing messages. This means you will fulfill your customers’ needs quickly and extensively, strengthening their loyalty and improving customer relationships.

Stay connected

The CRM application can be accessed via a web browser on your PC or mobile device, so you have access to data wherever you are – at the office, in a hotel room, or on the road. Because the CRM application is a part of Comarch ALTUM, your sales force has access to customer information as well as up-to-the-minute information on products, price lists and special offers. This provides for not only unlimited flexibility and ease of use but also saves time.

Sales activity management

Marketing activity management

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