Customer Relationship Management
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Provided By: BestFit Solutions
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Customer Relationship Management

BestFit Business Manager is not CRM software, but it works closely with your CRM.  To gain a more complete picture, we show some deeper aspects of CRM.

What is a CRM (Contact Relationship Management)? There are 3 broad categories:

Operational CRM - Automation or processes in support of customers that include a company's sales or service representative.

Collaborative CRM - Communications with customers that do not include a company's sales or service representative (Self Service).

Analytical CRM - Analysis of customer data for a variety of purposes.

Obviously, the best solution would be a combination of all three above.  GoldMine® addresses all of the first category, and part of the second. It captures, automates, and manages a large number of communications with suspects, prospects, customers, dealers, distributors, sales reps, and a host of other folks.  If so configured, it also can receive web input.

We all know that in today’s business environment your company either has, or should have, a Contact Relationship Management software package.  There are many available on the market, but we happen to think that GoldMine software is one of the best. The product has matured very well and does a very good job at tracking the historical activity of all your company’s interaction with all the people you do, or want to do, business with.

Where GoldMine® falls short is helping you manage your business, and THAT is where BestFit Business Manager (BBM) functions best. BBM is a system which allows you to bring your sales, marketing, support and back-end business under one umbrella.

Why use BestFit Business Manager?
The main benefits that you will receive are:

  1. Analytics - the data you are entering in your CRM system is useless if you can't get it out for your use. BBM provides many ways to do that. Senior Management has a view into the sales pipeline and marketing has a mechanism for tracking leads. Otherwise CRM doesn't deliver higher sales, shorter sales cycles, better margins or more deals as so many expected. (Analytical CRM)
  2. Increased customer service levels; without BBM you likely struggle to know how effective you really are in servicing your customer. (Operational CRM)
  3. The most important benefit is Customer Retention. This is done by improving the contact’s experience by having a single view of the customer and opening up all the main channels that they may use to interact with your company. (Operational CRM)
  4. Centralized Data of your Marketing, Sales and Service Information which is quickly available. Getting teams of people working together and assigning actions to specific people automatically. When people leave the organization, you don’t lose the data. (Collaborative CRM)

The benefits of BBM for the Sales Process Automation portion include:

  • Being able to measure your current marketing and sales effectiveness
  • Being able to identify buying processes
  • Being able to embed steps in the process to ensure appropriate help is available at any time to support the lead qualification and sales efforts
  • Being able to develop a library of information that identifies a customer's needs, preferences and behaviour to assist in developing your value added service for each customer
  • Being able to measure results using data from the system
  • Being able to make and refine decisions using hard data, available when you need it
  • Being able to structure the sales process to include the sales team members at appropriate times
  • Being able to identify training needs and excellence at any point in the process

The Transition from CRM Into a Complete Business Software Solution
As explained earlier, BestFit Business Manager is the business process bridge between the CRM 'Front Office' and the Accounting 'Back Office.' The built-in processes came from the study of hundreds of successful businesses. Both service and product-based businesses were analyzed to find out how they did business, and those business rules were incorporated in BBM.
 
Automating your strategy
You have spent time developing strategies and business process that work for your company.  If you have read this far, then you are investigating how to automate those strategies and processes.  The need to get more done with fewer resources is imperative today. Automating business

A responsive business system, like BBM, can automate and enhance your business processes, sales activities, analysis, and decision making processes for you quickly and efficiently. This capacity places powerful tools in the hands of all the company’s decision makers and constitutes a significant savings potential and increased efficiency for you.

Creating A Marketing System
By using BBM's Marketing Campaign section, you step into another league in being able to create and manage the process of finding leads (suspects) and turn them into prospects.  There are four (4) mass marketing, and seven (7) one-on-one actions from which to choose.  BBM also has potent analytical tools.  With BBM it is easy to see the actions that work (lead creation) and to track costs.
 
Quotation - Turning Prospects Into Customers
Once a prospect shows enough interest to request a quotation, there is no need to leave the GoldMine CRM - because BBM is firmly integrated with it, and has the ability to generate quotations from the initial data in the CRM as well as the product or service costing contained in the accounting software (Your 'Back Office').

Orders - Turning Quotations Into Invoices
Since the quotes are based on pricing rules approved by accounting and sales, the quotes can be turned into orders with a few key-clicks.  There is no need to have accounting or sales personnel manually key punch the orders.  This saves time and eliminates transcription errors.

Find Out More?
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