Teal CRM is a fully fledged customer relationship management system that consists of six core modules that are the basis for effective and targeted customer management. Teal CRM is integrated within both REX and the MAP Automation Suite to provide a powerful addition to our business management tools.
Customer Contact Information
Contact information is the basis for the entire system. Teal CRM manages customer addresses and contact details that is then used by the other modules.
Email Based Content Managment System
This component utilises the MAP Email Marketing Module which has been integrated into TEAL CRM. It is a web based application with no on-going costs given that it is installed within your own network.
Learn more about MAP Email Marketing. (121kB, pdf)
Document Management
Document Management is completed via the MAP Automation File Manager Module which is a web based FTP replacement that avoids the need for installing software on the PC. It has been integrated into Teal CRM to allow users to upload documents and information to a central store with future access provided from a tab on the customer screen dedicated to shared documents.
The Teal component allows documents to be stored centrally where everyone can access, the user interface is simple and is in a familiar and convenient format. Backups are daily and avoids important business information being stored on staff PCs.
Learn more about MAP File Manager. (187kB, pdf)
Calendar
This component will facilitate the use of calendar operations such as scheduling meetings, follow up actions, and tracking staff movements.
Communication Management/Diary
The component provides an effective mechanism from which staff can record details of discussions, documents and emails with a fully functional search and sort process for easy recovery. Standard reports can be produced to present all actions on a selected account.
Sales Reporting
- Teal CRM includes a range of standard sales reports
- Ad hoc reporting in Teal CRM where data is exported into excel and users can then use this to create their own presentations