ReflexClient CRM

ReflexClient CRM is a Customer Relation Management software developed by Volume Software. It is natively integrated in the VoluPack, VoluPrim, VoluLabel and Prosper ERP. As a true nomad, it stands by the sales representatives when they are away from the office. Thus, they can update the customer records or enter visit reports when on the go. Back in the office, or upon a remote connection to the enterprise network, the synchronization process provides the information system with all the new data entered by the sales representative while he was away.

Combined with ReflexClient Cubes, it provides the sales representatives with all their customers’ data: estimates, orders, invoices. Thus, they have a powerful tool that allows a rapid analysis of their customers’ activity.

Knowledge of the companies.

ReflexClient CRM lets you structure information regarding the companies you communicate with:

  •  The suspects (may be future prospects), the prospects, the customers
  • The suppliers, the partners, the competitors
ReflexClient CRM - L'onglet général de la fiche société

ReflexClient CRM – Company main tab

Many information of the customer record are automatically synchronized with the ERP. Their on-the-ground updating by the sales representatives guarantees a better reliability of the global information system.

ReflexClient CRM is highly configurable, whether in the lists or in the structures notes. You can also create new tabs to customize your customer record to your needs.

ReflexClient CRM - Fiche société - Un exemple d'onglet personnalisable : le niveau de satisfaction client

ReflexClient CRM – Company record – An example of customizable tab : customer satisfaction rating

 The contacts.

ReflexClient lets you easily manage your contacts. An intelligent phonetic search allows you to quickly retrieve your contacts without knowing the exact spelling of their name. Phone numbers, email addresses and customizable data are synchronized and shared with all your colleagues. Even if a contact changes to another company, you just have to change the related company, all his background is kept.

You can also configure an automatic synchronization of your CRM contacts with Microsoft Outlook or Google Gmail.

ReflexClient CRM - Liste des contacts

ReflexClient CRM – List of contacts

The sales opportunities.

The sales opportunities are the potential business portfolios of the sales representatives. Each opportunity is made of various stages of the sales process, specified by configurable scenarios. At each sale step, the sales representative specifies the evolution of the business global amount and his estimation of the chances of success, together with the forecast horizon of signature.

ReflexClient CRM - Liste des opportunités de vente

ReflexClient CRM – List of sales opportunities

The actions.

ReflexClient CRM ensures the tracking of the sales representatives and the collaborators. You can track the following actions: customer visit, appointment, important mails, etc. Each action is characterized by a priority, a due date and a status (“to do”, “ongoing”, “closed”, “discontinued”).

ReflexClient CRM - Les actions

ReflexClient CRM – Actions

The customizable lists.

ReflexClient CRM allows you create fully customizable lists of companies, actions and sales opportunities. The result of the list can be exported to Microsoft Excel in just one click. For example, you can extract the data of one department or business sector to create a base for an e-mailing.

ReflexClient CRM - Les listes personnalisables, exportables sous Excel

ReflexClient CRM – Customizable lists, exportable to Excel

Geolocation.

The geolocation helps you pinpoint the prospects who are near a trip when you visit a customer. Also, finding nearby hotels is just one click away.

ReflexClient CRM - La géolocalisation des sociétés

ReflexClient CRM – Geolocation of companies