ClickHQ provides full CRM functionality which is easy to use and integrates seamlessly with all other modules, to allow full visibility of a Contacts interaction across all business functions.
The fact that our CRM Software is web based means that there is no need for database synchronisation from remote office or home users who simply log on to the system from wherever they are.
IT support issues are also vastly reduced as we manage the system for you and tailor the system to your needs as part of the set up process.
Record and monitor any communications made with external Contacts more visibly and effectively using CRM Software.
CRM Software
- Add leads direct from your Website to the CRM Software as a Contact using our web lead form.
- Add Contacts as individuals or as companies with multiple offices and employees to the CRM Software.
- Define a status / category for each Contact i.e. prospect, customer or supplier.
- Add a lead source for each Contact from a fully customisable drop down menu.
- Add a web address for each Contact in the CRM Software.
- Add addresses, multiple telephone numbers and email addresses for each Contact, office and employee.
- Add a separate billing address or billing email address for each Contact.
- Choose a billing preference from email, print and post or both.
- For customers paying by DD select a message to add to all Invoices sent from the CRM Software.
- Add notes to each Contact or employee records.
- Customise the CRM Software by adding an infinite number of custom Contact fields across all Contacts e.g. Number of Employees, Geographical Area, Industry Type etc.. Specify selections in a drop down menu for accurate and easy reporting.
Files
Attach files to a Contacts records.
SLA / Support tickets
We set your businesses working hours when setting up ClickHQ. You can then set a Service Level for each of your contacts in hours so that when a support ticket is opened it will keep track of the time that the support ticket is open for.
The system displays any open support tickets under the relevant Contact.
Relationship Managers
Set an Account Manager or Account Managers for each Contact for inter-company information purposes as well as for automatic notification in open support tickets.
Communications
Add any communication with a Contact to the system, these can be easily back dated or recorded, as default, to the current time. Select who the communication was with from a drop down list of known employees or select "other" and enter the name of a different individual. Choose the method by which the communication took place e.g. telephone, email, in person etc.. and select whether it was "you" or "them" who initiated the communication. Set the time and date if not the current time and simply enter the communication into the notes box. All communications are then recorded in date order for easy viewing by all users at any time. You can view all communications with a Contact or just those with a chosen employee.
You can add an attachment to a communication and can draw a fellow employee's attention to a particular communication by easily sending them a message with a link which when clicked on highlights the communication in question.
Scheduled Communications
Schedule a communication for a future time and date, for yourself or another employee, with any contact and set a reminder at a time of your choosing. Under each Contact select the individual employee who the scheduled communication is to be with and select the time and date of the communication, then select the method of communication i.e. telephone, email, in person, in writing etc.. and simply enter the relevant instruction/notes in the notes box.
View all a user's scheduled communications on their profile page and all scheduled communications relating to a Contact on the Contacts profile page.
Diary
View a list of any diary events that involve the Contact and click through to those events. Add new events that will automatically link to the Contact in question.
Tasks
View a list of any tasks that involve the Contact and click through to those tasks. Add new tasks that will automatically link to the Contact in question.
Referrals
See a list of all the other Contacts where this contact is the source.
Account Ledger
If the Contact is a customer and the ClickHQ Billing Module has been taken the account ledger will show the value of all Invoices sent to the customer and the value of all payments received from the customer as well as the account balance.
Pipeline
This is where potential sales are forecasted; users can, within a Contact profile, select the products that the Contact may buy (from the product list) including the amount, the sale price per unit , the percentage chance of close, the potential order status (e.g. with decision maker), the likely close date, the lead source (e.g. Trade Show or Google AdWords Campaign), the user who made first contact with the prospect, the user who is trying to close the order and any relevant notes relating to the potential order.
The system then displays and logs this information and calculates the potential order value, the potential order profit for the minimum contract period in the case of recurring payments and the sales commission due if the order is closed on the forecasted pricing.
As part of the set up of ClickHQ a sales process will be defined by each ClickHQ customer that is then programmed into the system. Once the user who is forecasting a sale has entered the above information into the Contact Pipeline then that user ticks off the various stages of that sales process and the system records when the various stages were completed and by who. The user can also update the status and percentage chance of close to reflect the pipeline progress and also adjust the quantity and price of products within the potential order as and when necessary.
Pipeline reporting is a very flexible report generating tool which can produce real-time sales forecast reports at the click of a mouse, where the user can select the required level of detail.
Pipeline orders can be converted into orders when closed or orders can be logged where there was no order prospected and the customer just calls up and orders.
Orders
New products can be added to a converted pipeline order or any final adjustments made to the order quantity and price; or a new order can be placed by selecting products or services from the product catalogue. Attachments such as order paperwork or a copy of the client proposal can be added to the order for future reference.
For Customers who have taken the ClickHQ Provisioning Module another process is now introduced which as part of the ClickHQ Set Up is programmed into the system. The users responsible for provisioning an order then tick the relevant steps of the provisioning process as and when they complete them and the system records when and who completed each step. For Example a step may be - Order Paperwork Check or a Credit Check or to Package the Product or to Ship the Product. This process is specific to your business and your order fulfilment process - within ClickHQ it provides a structure which is then measurable so that it is easy to see any bottle necks where orders are getting stuck or where the process of getting orders out is taking too long.
Within the Order screen, for those who have taken the ClickHQ Billing Module there is the option to start the billing process and to set the date on which recurring payments are billed for each period. For Example if the billing of a recurring product is on a monthly cycle then you will be asked to select the date in the month when you want to bill that product each month. Once you have selected the bill button against a product in an order an invoice will be ready to check and send as an email or print in the Billing Module.
Recurring Payments
For those who have taken the ClickHQ Billing Module there will be a recurring payment tab in each Contacts profile which shows any recurring payment by product. It shows the number and price of the product/service which is being billed on a regular basis as well as the contract expiry date and whether or not this is to be billed until cancelled or until the contract expiry date. You can also make amendments to the number of recurring items or price of recurring payments to account for customers adding to orders in the future or cancelling orders and needing a final bill.
Current Products
Shows in a list view all the products that a customer has ordered in the past.
