Customer relationship management

Managing your customers better The Baseplan Enterprise integrated Customer Relationship Management module provides sales team automation your sales staff will want to use.

Integration links to display existing customer information, sales and rental quoting, as well as connecting with email and calendar tools, making Baseplan CRM not only a reporting tool but an essential part of every sales person’s everyday life.

CRM INTEGRATION

To truly get the most out of your CRM, a high level of integration is required with the rest of the system. The CRM module is part of the overall Baseplan Enterprise suite providing full integration in look, feel and data connectivity.

CONTACT MANAGEMENT

Baseplan Software will give your business the tools to look after your customer’s before, during and after the sale.

MOBILE CRM

Baseplan CRM for iPad offers licensed named desktop users of the Baseplan Enterprise CRM module access to their data when on the move.

Without the need for middleware and additional servers, once installed, users can connect with their online Baseplan server and database to create, view and edit data in real time.

TRACKING AND REPORTING

One of the core methodologies to measure customer relationship management is the tracking and reporting of appropriate data.

Sales process tracking enables management to validate budgets and to drive organisational growth and innovation.

MARKETING PERFORMANCE

Performance management is key to any business in order to make informed business decisions.

ONE SOURCE OF TRUTH

The Baseplan Enterprise CRM enables you to save attachments with enquiries including emails, MS word, MS Excel and PDF documents.

Baseplan Enterprise is... The central nervous system of your business Many companies are looking to invest in technology to help provide better customer service, more efficient operations and ultimately more profitable businesses. Baseplan Enterprise delivers all three by becoming the central nervous system of your business.

Baseplan Enterprise is a completely integrated operational and financial management solution which is ideal for machine/equipment dealers and distributors, hire/rental businesses and fleet management organisations.

With comprehensive equipment sales, servicing, inventory, rental and transport management module functioning co-operatively with real-time financial modules, Baseplan Enterprise provides with the highest level of process control and business intelligence.

THE COMPLETE PACKAGE

Baseplan Enterprise creates an unprecedented level of control over business processes and supply chain management in a fast and easy to use Microsoft Windows system.

Never before have business managers had so much control over processes or such easy access to important decision-driving information. Having the opportunity of seamless integration of operational module with financial modules gives Baseplan Enterprise customers a tremendous advantage over competitors.

ENTERPRISE SOFTWARE

Multi-Company: Complex company structures are catered for with the ability to consolidate financial reports. Multi-Branch: Any number of branches can be controlled, including time offsets for different time zones, branch profit and loss reporting, branch defaults, and inter-branch services such as equipment transfers. Security Controlled Menus: A detailed, role-based security methodology has been integrated to allow very granular security control. Users only see menu options they can access, reports they can run and form functions they are permitted to use. Report Integration: The system allows for user reports generated in Crystal or SQL Reporting Services to be integrated. Data can be exposed easily to external applications (security controlled) and the system can be connected to mobile data entry devices such as the in-vehicle terminal system.

customer relationship management