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E: info@kpoint.co.uk
T: +44 (0) 28 4175 4836
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dotClientA comprehensive but affordable Customer Relationship Management (CRM) application to help manage customer interactions from initial contact through successful sale completion to project delivery.
Streamlined lead managementLeads can originate from a diverse range of sources – cold calls, advertisements in trade press, local directories, word-of-mouth referrals, or online marketing campaigns. Experience shows that a disproportionate number of leads never materialise into sales, but it’s impossible to tell at the outset which ones will convert, and which will fail to respond after their initial enquiry. With dotClient, users can assign ownership and follow-up deadlines to leads so that they can concentrate on the most valuable and most promising prospects. Recording case notes and monitoring pipeline views and automated alerts ensures that lead follow-ups are not neglected, a common problem in many businesses. 360° view of customer dataStoring customer data in a dedicated CRM application such as dotClient affords the management team, sales agents and customer service staff a unique perspective on your company’s product set and customer base that traditional methods such as spreadsheets and paper-based systems cannot approach. Identify cross- and up-selling opportunitiesThe old adage says that it’s much easier to sell to an existing customer than to identify and attempt to sell to a new one. So why do so many businesses consistently overlook their existing client base when trying to increase revenue? One of the main reasons is the difficulty in viewing key customer data in one place, and being able to establish patterns from this information, be that buyer profiles, budgetary constraints or historic purchase patterns. dotClient’s ability to quickly filter leads and clients by product/service, budget, size and location, among other criteria, makes it much easier to identify subsets of customers to target with new sales opportunities. Organising and tracking projectsOnce a lead has been converted to a client, or an existing customer agrees to purchase a new product or service, the sales process is complete. But the deliverable, the actual work itself, must be carried out in a timely, organised and professional manner, so a crucial stage of the customer relationship management process is just beginning.
Strong foundation for customised solutionsAll business environments are unique and adoption of software solutions which are often rigidly defined and inflexible to varying client needs can sometimes cause more problems than they cure. dotClient provides core functionality which allows most small-to-medium businesses to greatly improve their lead and client management functions, but it also serves as a foundation for tailored CRM solutions, customising and building upon fundamental behaviour to provide a bespoke solution for your business. Contact us for more details. To find out more, to place an order, or to arrange a free consultation to discuss your individual business scenario, please contact us using the details below. |
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Customers are the lifeblood of business, so managing them efficiently and ensuring a steady stream of new leads will be uppermost in any business owner’s mind. An effective CRM system will benefit all areas of your business, bringing clarity to what is often a mass of disorganised data. 
Pipeline views provide a picture of work in progress, while activity graphs show at-a-glance patterns such as most popular products, lead conversion rates over time and the relative success of various marketing campaigns. 
With dotClient work packages are tracked as projects, with associated ownership, deadlines, status, tasks and case notes. Each project is managed to completion by progressing the relevant tasks and tracking the project status through to a finished state. Filters and reports allow users and managers to quickly and easily view the status of ongoing projects.