Overview

Security:CRM is an extensible Customer Relationship Management (CRM) system that enables your organization to successfully become customer-focused.

It is a web-based tool for Customer Relationship Management (CRM) and Sales Force Automation (SFA) as well. It also provides an entry level Business Intelligence (BI) module.

Use it to integrate and manage your sales, service, and marketing data in a single information store. XRMS has the enterprise capabilities to become a single system of record for storing activities, files, and other interaction data with your customers.


Benefits

* Centralized prospects and opportunities database for more effective marketing campaigns.
* Completed record of selling activities for problem resolution.
* Effective Sales Force Automation framework for front-line sales people.
* Management kept alert of critical and marginal cases and take actions in swift manner.
* Comprehensive reporting for management decision making.


Feature highlights:

* Minimum hardware requirements
* Role-based security
* Shared calendar
* Extensive search engine
* Document management
* Relationship tracking
* Business intelligence
* Manage information about client Companies
* Keep information about Contacts within a Company
* Track relationships between Contacts and/or Companies
* Initiate and manage marketing Campaigns
* Initiate and manage Cases, Opportunities and Activities related to Companies and Contacts
* Upload and attach files to Companies, Contacts, Activities, Campaigns or Cases
* Implement and use workflows and business processes for supporting customers
* Generate activity reports for tracking pipeline statistics
* Integrate with your phone, email, website, and other critical systems


Reporting:


A major edge of BCSS Security:CRM is the powerful reporting tool designed and created particularly for senior executives in the security industry for boosting sales performance and adjusting strategies in response to market conditions.


Some really cool reports are highlight as below:


* Distribution of grades of customer to understand the grades of opportunities in the pipeline.
* List of opportunities without decision-making contact.
* Top 10 reasons for winning/losing opportunities.
* Distribution of outstanding opportunities related to types of activities done.
* Top 10 customers providing referrals.
* Summary of potential margin with split into hardware and service.



Modules:


Customer Management Contains a very complete set of fields for tracking Companies, their Contacts, and a wide variety of information about them.

Sales Force Automation Provides extensive support for tracking Opportunities and Leads through the selling cycle. Allows configurable sales processes and supports different processes depending on the opportunity type.

Customer Support Uses Cases to track client support issues. Cases are completely configurable and can be associated with workflows and role assignments.

Campaign Management Campaigns are marketing-related activities, such as direct mailings or conferences, and are directed towards generating leads. It provides basic campaign management functionality for tracking leads generated through the sales process. This functionality is currently in active development.

Correspondence Management Users can send e-mails to company contacts, and may use either standard or custom templates. Templates can be easily created to contain pre-written text that may be altered prior to being sent.

Customer Interaction and Activity Tracking Provides tracking for any action taken by users that puts them in touch with a contact in a company (e.g., calls, letters, meetings, and e-mails). Activities are linked to Companies and Contacts and can also be related to Campaigns, Cases and Opportunities. Activities may have multiple Participants from different Companies.

Reporting and Analytics The browser interface provides flexible displays of data that allows for sorting and grouping of data, reordering or hiding columns, and exporting table data for analysis. Some standard reports are included, but custom reports can also be created. Reports may also be generated with third party business intelligence tools, such as Crystal Reports.

Document Management Files and folders may be attached to any entity. Files may be of any type, and PDFs and MS Office files are fully searchable.

SugarCRM is one of the most popular Open Source CRM software systems with almost 180,000 downloads of its free “Sugar Open Source” version as of November 2005, according to its community page. Its popularity is well founded, as it is probably the most mature and arguably the easiest to use Open Source CRM product available. It includes all essential CRM application functions including the calendar, the activities, the contacts, the accounts, the leads, the opportunities, and the dashboard (graphs of key sales and marketing data) modules. The latest version is 5.1. SugarCRM now offers three version, they are named Enterprise, Professional, Community Edition.


Our Work

The free version of SugarCRM also has many modules they can fulfill most of customers' basic needs. Unfortunately, some organizations may find the lack of the very specific functions they want liked reporting. Moreover, someone may even want integration with their existing systems. This is where BCSS with expertise to help.

In today's highly competitive environment, businesses, no matter big or small, are pursuing as many customers as possible. Customers, to certain extent, have been tired of traditional advertising media that diminishing the effectiveness of your marketing campaign. Thanks to the invention of Web 2.0 and the growing popularity of Internet, new tool for promotion is opened. Moreover, they are less expensive, more efficient, scalable and give customers of fresh experience. One of them is RSS news feeds.

Our Project

The customer have previously set up a web forum on PHPBB as communication platform for customers/partners in their specific industry. Instead of updating the industrial news, product information, solutions, etc on manual basis. RSS newsfeeds from some partners are leveraged to use. Class libraries are developed on XML, backend tasks are set and data from a specific channels are collected according to pre-defined schedule. News articles are then directly filtered and inserted into backend database so they are immediately available for reading online.