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Company profile Products eva/3 Application Builder eva/3 Access Migrator eva/3 UDC and eva/3 UDC Pro eva/3 Customer Relationship Management Product screenshots eva/3 Rental and Sale egeko Pflegestützpunkt-Web Downloads News References Forum Customer portal	Products Products / eva/3 Customer Relationship Management   Satisfy your customers, eva/3 CRM tells you which ones. eva/3 Customer Relationship Management What is eva/3 Customer Relationship Management? The eva/3 CRM product line targets all companies that want to organize their customer relationship management professionally. Our web-based software solution eva/3 CRM and on-demand solutions support you and your employees effectively and are presented as an integrated software solution. We will accompany you through the whole introductory process of eva/3 CRM in your company. This means: We work together with you on how eva/3 will be your ideal future solution for your company taking into consideration your company and business processes. Our philosophy is: "eva/3 CRM orientates itself to your personal requirements and process, and not the other way round". The benefits at a glance Reference data management / Customer management Customer management Management of addresses Unlimited entry of contact persons Administration of customer numbers Allocation of basic agreements Number of employees Categorization of business type, e.g. central, office Entry of office affiliation Exclusion from ad distribution Business relationships Contact rating (A, B, C analysis) Entry of responsible customer custodian Entry of memberships in associations and unions Entry of competition information including data for SWOT analysis Comprehensive search and filter criteria, e.g.: Companies Streets Postcodes Cities Names and customer types Rating Customer numbers Product or branch groups And much more... Activity Management Quick Entry Module (up to six activities in one step) Note creation after telephone calls Creation of reminders Entry of purchase visits and conferences Direct entry and transfer of tasks in the system, e.g. for the back-office Creation of common notes Export function of business cards (PDA) Chronological history of the customer, including direct detailed view Print function of the customer information including customer’s complete history Direct possibility of account consolidation (e.g. for joint ventures) Entry of customer’s partners (e.g. networks, consortiums) Integration of documents and selection of serial letters in the customer management Individual creation of favorites (for continued customer contact) Rating (address qualification and customer satisfaction) Customer files Print function of the customer information and if required, complete history of the customer Creation of telephone or appointment files Calendar Overview of day, week and month views Overview and selection of all activities, like telephone calls, purchase visits, etc. Display of employees, teams, groups and departments Direct linking of all activities with the system Comprehensive reports Document management Integration of serial letters Integration of customer correspondence like offers, etc. Multimedia function (photos, product descriptions, etc.) Contract Management Proposal Management, Invoicing in the form of a workflow Product Management Price List Management Attachment of goods or trade groups Forms (offers, etc.) Statistics, e.g. How much offers resulted in a contract, etc. Analysis and Forecasts Comprehensive analysis possibilities on many levels, for example: Statistics of all telephone calls done Statistics of all customer visits Customer sales analysis Sales analysis by salesperson Sales analysis by sales territory Sales analysis by product group Statistics on the type of first contact Entry of all sales, as well as creation of forecasts And much more... Account and territory management User defined hierarchies and distribution channels Allocation of customers by the corresponding distribution channel Allocation of customers by state Allocation of customers by postcode Allocation of customers by country Allocation of customers by custodian (employee) Simple transfer of single or complete customer base to other employees (due to retirement or change of responsibilities) Marketingaktionen / Kampagnenmanagement Free selection of targeted speeches for direct marketing like: mailings, ad promotions, invitations, planning of workshops, analyses, etc. Measurement of refusal response for direct marketing Direct integration and linking of selections with documents Form generator for individual form creation, e.g. visit reports, exhibition contact forms, workshops, etc. Mass mailings (newsletters, customer information) Planning, implementation and control of marketing campaigns Communication (CTI integration) Integration of telephone systems (e.g. VoIP) Automatic call recognition and PopUp of the customer details Direct connection in eva/3 CRM system, with a mouse click Conference connections Transfer and forwarding of telephone calls Telephone calls statistics Delivery of appointments through SMS directly on a mobile phone E-Mail client Send and Receive of e-mails Automatic allocation of customer mails for the corresponding customer Mass mailings (newsletters, customer information) User management User management (Who is allowed what?) Rights management (Who has access to where?) Individual customization The user has the possibility to change all labels in the system according to his own requirements without solid IT knowledge Interfaces Individual system customization tailor-made to your company Interfaces between existing systems and eva/3 CRM Data migration in eva/3 CRM Data exchange with all eva/3 branch solutions like: eva/3 Vermietung und Verkauf eva/3 Orthopädie-Technik eva/3 Orthopädie Schuhtechnik eva/3 Reha-Technik eva/3 Ambulante Pflege eva/3 Stationäre Pflegeheime Order product informations I would like free and non-binding information about your software solution eva/3 CRM: eva3@optadata.com

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