Most leading CRM (Customer Relation Management) systems available in the market today offer an effective way of maintaining contacts and tracking sales activities.

These systems have been introduced to companies by the desire and need for sales and service departments to be closer to their customers. They have been effective in recording important information about customers, contact details, sales history, notes re various discussions, upcoming appointments and can provide basic reports for analysis.

These CRM systems can be limiting in that they don’t easily integrate with financial systems, MRP systems or any other database that may also contain company relevant data. Traditionally these systems have remained the pet software system for sales and service people.

Imagine if your company could have all the functionality of an advanced CRM system, but everybody in the company could enjoy its benefits!

eBMS is a web based process design, data capture and trend analysis system.

The first step is easy. Design your new CRM system based on the fields that are relevant within your current Customer contact systems (There may be more than one). Financial fields and any other customer or sales data, can be incorporated.

Once the new CRM is designed existing customer data can be imported for immediate use. Appointments can be instantly arranged using Outlook integration. Advanced reporting options are available using the eBMS report profiler. The right people can be assigned essential tasks through the simple workflow system that can automatically alert the next responsible person. Remote access is available so data can be input from the customer’s premises or any other offsite location.