- Customer Lifecycle Management
- Integrated Document Management
- Account and Contact Management
- Approvals & Workflow
- Integrates Service & Support
- Access Real-Time Information
The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing business opportunities, contacts, and business accounts. JAMIS Prime will deliver a single, consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results. Adopting JAMIS Prime CRM will:
- Decrease customer management costs
- Increase customer insight
- Streamline the business development and proposal development process
- Produce more accurate forecasts that include high probability opportunities
Customer Lifecycle Management - JAMIS Prime provides a single system for tracking customers through the cycles of prospecting, closing, and up-selling. This provides marketing teams with a complete history of communication and offers that prospects have received to eliminate confusion and improve conversion rates.
Integrated Document Management -JAMIS Prime sales automation allows employees to attach any digital document to opportunities and business accounts to reduce the time spent looking for data. Your business development and finance teams will no longer have to wonder which version of the contract a customer signed.
Account and Contact Management - Leads can be converted into business accounts, which are linked to contacts, activities, tasks, opportunities, cases, and documents to provide a 360 degree view of the account. Sales teams can be instantly aware of any recorded activity which may impact their account.
Opportunity Management - Opportunities provide a central place where team members can collaborate on business development tasks and activities.
Approvals and Workflow - Manage permissions for each screen object and customize approvals to match your business development processes. Restrict rights to specific customer accounts to limit exposure of key activities.
Email Templates - Utilize email templates to send prospects and customers professional looking emails that are consistent with branding guidelines. Responses to email sent from JAMIS Prime are automatically tracked.
Dashboards and Favorites - Administrators can create announcements and default dashboards which can be customized by each business development team to match their individual needs. Dashboards and favorites link business development personnel to real-time information delivered in tabular or graphical form.
Integrates Service and Support - Support personnel can create cases that can be viewed by all stakeholders. Each case can be linked to tasks, events, and activities. You can establish case severities, escalation paths, and priorities which dictate workflow and send reminders to the responsible parties.