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CLIENT MANAGEMENT SOFTWARE
The customer database can be a company’s most valuable and protected asset yet many businesses still don’t have a central location where all client data is stored.
Total SEO Services can create a bespoke client database that is built around your business. After getting to know the type of customer data your business stores, and the type of products or services that you offer, we will work with you to provide a platform that can boost productivity across your whole workforce.
We offer a free initial consultation to discuss your requirements for all customers in Sheffield and the surrounding South Yorkshire area
Our Client Management Systems are different for every business but all benefit from the following features:
No Additional Software Costs
Your new Client Management System will be accessible from any simple web browser meaning you will not incur any further software expenses such as Microsoft Access Licences.
Unlimited Users at no additional cost
All Client Management Software is built for a one-off fee, we do not license our software on a ‘per user’ basis and once completed, you own the software and are free to use it as long as you want for no ongoing cost †
User Access Rights
Tailored access rights to suit your requirements ensuring all users, or groups of users, only have access to information that they are authorised to view.
Touch of a Button Reporting
No more collating data from various spreadsheets in the office to generate reports. Authorised members of your team have access to real-time reporting, displayed in line with your requirements.
Access Your Data from Anywhere
Our Client Management Systems are accessible using any web browser so you will have access wherever you have an internet connection. Mobile reps can access data whilst visiting clients and managers can view live reporting data when out of the office.
SMS or Email Notifications
Notifications by SMS or Email can be sent to inform users that they are responsible for the next stage of the workflow. ††
OPTIONAL FEATURES AVAILABLE:
- Automated Workflow Management
Our developers will design a workflow to match your business logic. By incorporating a forced workflow into your Client Management Software, you can be sure that all events take place in the right order from customer acquisition to completion. This reduces training costs and increases efficiency for your business.
- Secure Hosting Available
We can host your Client Management Software on our secure server that benefits from the same ‘High Availability’ structure as our cutting edge Web Servers. With online backup servers and connections available across multiple internet lines, you have the peace of mind that your database is always accessible. All data travelling between your users’ devices and our server is automatically encrypted to keep your data safe.
- Automated Generation of Standard Documents
If you need to generate standard letters or pre-populated application forms for your customers, these can be automatically when necessary. No more letters with incorrect dates being posted or files being overwritten in the wrong customer folder!
- Audit Trail Maintained
Key dates and data updates are maintained in an audit trail for each customer file so your management will be able to see instantly who has been viewing, updating or carrying out tasks for every client.
† You are not authorised to resell your software to other companies without our permission.
You may decide to take out an optional maintenance package for a small monthly fee to cover ongoing updates to your Client Management System.
A monthly fee is payable if you would like Total SEO Services to host your Client Management Software
†† SMS alerts attract an additional cost per message sent