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Example Uses

TeamServer CRM offers very comprehensive functionality and there are many ways that the service can be used to improve your business.

Here are just some of the ways TeamServer could help your business. If you have a business requirement which is not listed please contact us to explore the possibilities.

Sales Management

TeamServer sales tools enable sales managers to consolidate sales activities and empower their sales staff to maximise the sales potential of the business.

  • Sales lead and opportunity management
  • Sales activity and follow-up management
  • Comprehensive Contact Management
  • Quotations, sales orders and invoicing
  • Live sales pipeline reporting
  • Easy access for home based sales people

The nature of the service enables visibility and accountability, and consolidates individual sales personnel into a cohesive sales team able to maximise their sales potential.

Process Improvement

A key feature of TeamServer is the ability to structure your business process from start to finish. Custom lists of the critical data required at each key stage of the business process can be made easily accessible from the main logon screen and ordered into a clear overview of the business process.

For example;-
1: New Leads (23)
2: Qualified Enquiries (14)
3: Outstanding Quotations (18)
4: Overdue Invoices (12)

Each step is displayed as a link, which when clicked takes the user directly to the list of data associated with that step. Appropriate action can then be taken to move the ‘job’ onto the next step in the business process.

This feature is extremely flexible and spans all modules, including sales leads, accounts, contacts, quotations, sales orders, opportunities, support tickets and products. This enables almost any business processes to be defined and implemented in TeamServer CRM to improve efficiency, effectiveness and ultimately improve the profitability of your business.

Virtual Reception

The TeamServer Virtual Reception (VR) model combines cost-effective browser based CRM and powerful VOIP telephony to enable enhanced virtual reception services for small businesses. Virtual Reception service providers and small business centres can now exploit low-cost technology to deliver a wider range of services to their clients;-

  • Geographical incoming phone numbers for each VR client
  • 'Called Business' display to answer in the name of the business called
  • Call transfers when the client is available
  • Flexible shared CRM to manage contacts and sales enquiries with a single logon for the VR and a logon for each client
  • Message and sales lead transfer via their shared CRM
  • Managed diary services and bookings management
  • Processing of enquiries and sending out literature
  • Pro-active sales opportunity management with timely follow-up
  • Support desk management

The ability to offer these facilities gives VRs additional competitive advantage, as their service becomes more compelling to small businesses where the owner/manager is also delivering the service they provide, such as Mobile sales agents, Decorators, Service engineers, Insurance agents, IT support people, Trainers and Driving instructors.

Home Working

TeamServer provides an easy and cost effective method of connecting remote workers to central business CRM and telephone systems. All that is required at the remote location is broadband and a computer. This provides an opportunity to cost-effectively expand your business without the need for larger premises, or in many cases without the need for premises at all.

There are many potential types of remote worker who can be connected using TeamServer:-

  • Simple remote access for key workers
  • Remote sales people
  • Home based telemarketing agents
  • Part-time skilled workers such as parents needing to return to work
  • Temporary additional staffing to answer calls at busy times
  • Virtual receptionist services to help run a small business
  • Overseas regional personnel
  • Home base and out-of-hours support personnel

TeamServer enables cost effective business growth through the creation of a cohesive business team made up of 'key skills' personnel based at any location with internet access.

Support Desk

TeamServer is often used as a cost-effective customer support tool, enabling a small number of support personnel to support a high number of customers. The built in support desk provides central management of all support calls, and also provides a central list of FAQs relating to your products and services.

Indivudual contacts can be granted access to the on-line support portal, where customers can log new support requests and view your FAQs.

This feature is provided within the context of CRM, so all support calls are logged against the contact so that sales and accounts personnel can view any outstanding issues.

Franchise CRM

TeamServer can be used as a central CRM system for multi-franchise businesses. Each Franchise has access to the system with visibility of only the information which relates to their own franchise, but the head office has visibility of the entire business.

Web enquiries can be inserted directly into the system from the web site, for distribution to the relevant Franchise by head office administration staff. Each Franchise then updates their own sales opportunities with a value and expected close date to give an instant sales pipeline report for the entire business.

The head office of the Franchise business has full visibility of all Franchises with clear sales pipeline and sales performance reports for the entire business.