What is CRM?

According to DestinationCRM.com;
"CRM, or Customer Relationship Management, is a company-wide business strategy designed to reduce costs and increase profitability by solidifying customer loyalty. True CRM brings together information from all data sources within an organization (and where appropriate, from outside the organization) to give one, holistic view of each customer in real time. This allows customer facing employees in such areas as sales, customer support, and marketing to make quick yet informed decisions on everything from cross-selling and upselling opportunities to target marketing strategies to competitive positioning tactics."

So effectively, CRM is not only a piece of software to manage your customers, but a whole way of thinking. CRM software provides a place to bring a customer-focused ethos and customer-related data together.

Why do I need a CRM system?

Without CRM software, many companies are forced to track all of their client interactions through personal address books or their accounts system, most of which are only available to one member of the business. CRM software provides a central location for all of a company's customer data which is then accessible to all relevant members of staff.

CRM software, such as junariCRM, offers a place to store customer contact details, email history, details of upcoming or previous sales opportunities and even functionality for running email advertising campaigns. Gone are the days of the Filofax calendar and Rolodex address book; CRM software makes all of your customer data centrally accessible to all staff, from anywhere in the world!

What's so great about junariCRM?

Having spent several months evaluating the major and minor players in the CRM market, Junari are confident that junariCRM is one of the most cost-effective and extensible systems available today. Built on the OpenERP platform, junariCRM stands out from the crowd thanks to the following features:

• Functionality. junariCRM system is extremely feature rich.
  
  
• Price. junariCRM's platform is OpenSource, there are no licensing or third party supplier costs, and ongoing costs are only for support of the system.
  
  
• Extensibility. junariCRM can be fully customised, thus providing future-proofing capabilities that would not be possible with a system where the source code was not accessible.
  
  
• Accessibility. junariCRM is a web-based system and can be viewed anywhere in the world, including a good number of mobile phones with data capability such as Blackberrys and iPhones.
  
  
• Reliability. The underlying platform of junariCRM serves thousands of customers in more than 45 countries.
  
  
• Flexibility. junariCRM is an on-line, simple to use system which enables holiday cover and the sharing of information with other parties.
  
  
  

What do I get for my money?

junariCRM ships with a number of pre-configured modules capable or maintaining and improving customer relationships, including:

Companies & Contacts

This entity within the system holds all of the primary contact information and contains the following features:

• All Company & contact details with notes and all relevant information
  
  
• Contacts can be stored individually, or linked to one or more companies
  
  
• Company Categories, such as electricians or plumbers
  
  
• Company Structure (parent / subsidiaries)
  
  
• Market Segment
  
  
• Capture source to store where the lead was generated from, i.e. 'Word of Mouth' or 'Yell.com'
  
  
• Basic or Advanced Search modes to quickly find Companies or Contacts
  
  
• Displays all related information such as Opportunities and Scheduled Activities
  
  
• Quickly create related information, such as a new Opportunity or a Calendar item
  
  
• Capable of holding multiple addresses per company and multiple contacts per address
  
  
• Contact Import / Export from Excel for example
  
  
• Print Address Labels for physical mail shots
  
  
• Send e-mail
  
  

 Shared Calendar

 The calendar entity provides a view on your own schedule and that of your teams, it can be integrated with Thunderbird, Outlook and iCal for the Mac and contains the following additional features:

• Drag & Drop of appointments
• Participants can be Contacts held within the system or your Users of the system
• All items have a Participant Status (Awaiting Response, Accepted, etc)
• User-customisable Task & Event Types
• Displays Project Tasks added within the Project Management Module
  
  

Document Management

 This module is used for storing relevant documents for any part of the system, for example contract or agreement documentation. It is possible to link document uploads to any of the modules described, and also supports the following:

• Supports version control so that you can keep previous versions of your documents
• Keyword search on attachments
• FTP server for easy document upload (via a 'Web Folder' in windows) 
  
  

Cases Module

The cases module can be used against contracts or agreements to capture incidences where work needs to be done. For instance, if managing a property and there are issues in scope of the area being managed, for instance where a plumber is called out to fix a tap, this enables you to obtain a picture of where time is being spent to allow revisions in pricing for certain properties.

• Cases are linked to Company, Contact and Assigned User
• User-definable Case Types for easy classification by Type, Product, etc
• Simple Open -> (on hold) -> Closed workflow - can be extended to any requirements so it is possible to see at a glance when there are outstanding issues
• Estimated / Actual time tracking and Billable Cases support so that someone can be billed for work undertaken with prompts to enable this
  
  
  

Email Module

 junariCRM includes a module that can be used for sending email on behalf of your organisation to your customers either individually or en masse. These e-mails can automatically include information from CRM such as the customer's details and contract expiry date, etc. E-mails sent are also automatically saved in the customer's history. It is also invaluable for sending templated mail-shots to all or a sub-section of your contacts. This functionality also includes:

• Plain text or HTML formatted e-mail capability
  
  
• Data-integrated e-mail templates (can pull data fields and tables of data from any CRM entity) capability
  
  
• Email queuing for later, scheduled delivery (e.g. to spread out mail-shots over time)
  
  
• Supports E-mail filing from Outlook and Thunderbird into the customer's contact history
  
  
  
  
  

Target Lists Module

 Provides the ability to manage lists of Companies and/or Contacts for email mailshots, export, and any other marketing activities.

• Can batch-add companies and/or contacts from the standard Company/Contact search screens
• Can view the Lists a company/contact is on from their Lists tab
• Can manually add individual companies/contacts to a list using the Lists tab
• Add companies/contacts using a filter. Refresh list using a filter
• Send e-mail to all contacts on a target list using a template
• Schedule an activity, such as a follow-up call, to all contacts on a target list
• Export all contacts on a target list
  
  

Sales Opportunities

 This module provides the ability to capture sales opportunities so that you can ensure you can follow-up on every aspect of a potential sale.

• Opportunities are linked to Company, Contact and Sales User
• Simple New -> Assigned -> Negotiating -> Won/Lost workflow (which is customisable to match your sales process)
• Forecast Value and Expected close date captured, for display on Pipeline graphs
• Opportunity Statistics graph shows expected revenue by month
  
  

Time Log

 Simple, extensible Time Logging module.

• Log entries can be classified by type of work (user-defineable)
• By default, linked to Companies, Cases, Contracts and/or Project Tasks
• Built-in 'Timer' facility for easily tracking time
  
  

Project Management

Simple project management module.

• Projects can have Phases, Milestones and Tasks
• Projects linked to Companies, Project Manager users and Task Assignee users
• Supports billing at Phase, Milestone and Task level
• Project Tasks have Estimated and Actual time logged against them

Too many functions?

No problem. We can turn off any modules you don't use!

Junari have extensive support, administration and development expertise in house, so are able to support the whole lifecycle of your junariCRM implementation.