PPD Computing Limited
Build effective customer relationships

CLIM8 - Tailored CRM Software

CRM software, Customer Relationship Management software, has become an essential part of all businesses, as CRM software enables you to create sustainable long-lasting relationships, increase customer loyalty, satisfaction, and profitability whilst reducing costs by using your improved customer knowledge effectively and efficiently.
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All this sounds complicated, but rest assured our CRM software has been developed with usability and flexibility in mind. CLIM8 CRM is an easy to use CRM software solution which can be tailored to your business to ensure the CRM System works for your individual needs and gives users full control and a true 360 degree view of your customers. CLIM8 CRM manages your relationships by collecting and organising real-time customer information, and makes it easily accessible to all your employees, across your organisation.

CLIM8 Features
Record, see and read every interaction you have with your contacts from emails, telephone calls, along with any diary bookings, and documents

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  Tailored CRM Software Solution

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  A complete real time contact management / database solution

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  Increase efficiency and knowledge

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  Greater team working and accountability

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  Adaptable and flexible to rapidly meet changing needs

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  User-definable reports

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  Highly customisable

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  Multiple levels of security including Role based and Field level

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  Provide employees with the tools they need to help customers quickly

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  Automated processes to reduce workload

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  Set up Tasks to remind you of your daily responsibilities

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  Search and create Diary bookings and assign Tasks to other users

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  Manage and book Venues, Rooms and Resources easily

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  Integrated with Microsoft applications including, Excel, Word and Outlook

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  Enhanced quality checking

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  Improved management information

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  Quality controlled documents

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  Better market knowledge

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  Store, report and analyse customer feedback

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  Increased partnership working

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  Plus so much more...

With centralised customer information and easy access to complete customer history and information you'll be able to make quick and knowledgeable decisions and resolve issues faster. You’ll quickly become more professional and improve the organisation of your staff, and customer relations by using your client knowledge to communicate more effectively and productively with them.

These benefits are transferred to your customers when they experience your organisation as a professional and coherent unit, which communicates to customers in a knowledgeable and consistent manner.

Use a business solution you can count on to maximise efficiency, productivity, and improve specific or multiple customer-facing activities with full team involvement and reap the benefits of collaboration and shared knowledge.

With our tailored CLIM8 CRM software you will also receive an additional 4 free CRM software solutions. These include:

    Orange Bullet Point CLIM8 DMS - Document Management System
The document management systems provides extra security and complete control over your company’s valuable documents and makes it easy to create document templates that automatically inputs your customers information. 

    Orange Bullet Point CLIM8 Reports
Even beginners can gather report results in a matter of minutes, not hours, with the powerful CLIM8 Reports. Quickly access and report on any information with this easy to use software that simplifies the process of retrieving information from your CLIM8 database. 

    Orange Bullet Point CLIM8 Tasks
Improve your professional and personal efficiency, productivity and ensure smooth operations with the easy to use CLIM8 Task Manager. This personal organiser will increase workflow management and develop coordination amongst the team through the creation and execution of tasks. 

    Orange Bullet Point CLIM8 Utilities
CLIM8 Utilities contains a number of data validation tools to ensure your database contains consistent and accurate data.

Security
We understand that the security of your customer information is a high concern to many businesses. Therefore, CLIM8 CRM software has multiple and very high levels of security ranging from user groups to a single field level security as standard.

Field Level security allows you to grant or limit employees’ functionality or access, to ensure they can only view the necessary information and tools they need to do their jobs efficiently. The fields can also be assigned as read only so your employees can see although they cannot edit or change the information.
For quick and easy security across your business you can easily create and assign user group security based on their roles within your business.

Integration
One of the many benefits of using CLIM8 CRM software is the integration with other popular business software.  CLIM8 does not only integrate with all the additional modules we provide, it also integrates with:

     Orange Bullet Point Outlook

The outlook integrations makes it easy to view and save your Outlook messages into CLIM8, whilst the integration with CLIM8 Tasks ensures all your tasks are synchronised.

     Orange Bullet Point Microsoft Office ® – Including Word and Excel

Easily create templates and personalise your documents such as your customer proposals and letters, with Microsoft Word automatically inserting information from your CLIM8 CRM database. The Excel integration enables instant export of customer information from CLIM8 Reports to Microsoft Excel, as well as importing large amount of customer information into your CLIM8 database.

Tailoring your CRM Software with Additional Modules and Options
CLIM8 is an easy to use CRM software solution, which can be tailored to your business to ensure the software works for your individual needs whilst still giving you full control and a true 360-degree view of your customers in real time.
They are many off the shelf - one size fits all - CRM software solutions available, however, we believe the only way you can benefit from a CRM software solution and have a successful implementation is when the software works along side the way you do business and doesn't involve you inevitably changing the way you do business to fit the processes of the software.

Tailoring you software can be done very easily by  using the high levels of customisation that is built into the CRM software or through the fully integrated wide range of flexible CRM Modules we provide. By tailoring your CRM software solution you can meet even precise business needs no matter your industry.

Beyond the additional CRM modules we use to tailor your CRM Software, we can also provide bespoke CRM module development to meet your individual needs.

 


 

You may also want to look at CLIM8.NET

The web based version of CLIM8 CRM - Have complete control of your database, diary, and projects while out of the office by increasing your accessibility to your CLIM8 customer information and improving your protection against business interruption with this easy to use the browser-based version.

CLIM8.NET

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The Old Manse, Upper Sutherland Road, Halifax, West Yorkshire, HX3 8NT, Telephone: 01422 20 00 00
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