In today's fast-paced economy, businesses need to develop closer relationships with their key customers and consumers. RubyCRM allows you to capture and manage the intelligence you need to do just that.
RubyCRM is the engine that powers all of your efforts to deliver individualized service, from custom e-commerce pricing to personalized marketing messages.
Key advantages include:
- consolidated relationship snapshot pages
- proactive, individualized messaging
- automated discounting
- automatic quote generation
- online lead capture
- sales analytics
- promotion and loyalty program tracking
- automated lead & order routing
- standardized reports
- automated vendor notification
- report exporting to Excel, PDF, etc.
- automated task reminders
- captures survey data for customer profiling
- captures customer notes for ongoing sales efforts
- integrates with Outlook and other communications platforms
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Centralized relationship portals
From a single, customizable, point-and-click console, you and your staff can access and act on a real-time profile of individual customers and your company's interaction with them. See everything about them -- from contact information to the last thing your staff discussed with them. View lifetime value, open issues, and key next steps to close pending orders. Process orders, generate personalized communications, and send action memos to internal staff. Everything you need is on one screen.
Proactive relationship management
RubyCRM integrates with RubyCommunicate or other communication platforms to proactively manage relationships. We've worked with many of our clients to automatically email cross-sell communications or reorder reminders to their key customers based on specific product and order history. The added profits derived from this function alone often pay for our clients' entire Ruby Platform implementation.
Easy back end system integration
We realize how painful it is for organizations to change the back-office systems they use to manage inventory, accounting, and other key functions. That's why we work with you to integrate our applications with your existing back-office systems, so key real-time information informs your key relationships -- making the more profitable -- without the headaches and risk associated with large-scale changes to the systems and practices that already work for you.
Full customization
Based on the products or services you sell, the way you sell them, and your own proven methods for managing relationships, your company's needs are unique. We recognize that. That's why, unlike other companies offering CRM solutions, we don't try to fit your company into our way of doing things. Instead, we take every one of our proven relationship management components and customize them for your specific sales process needs.
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