CRM & Customer Service
Delight customers and increase sales
With Bevica you can make CRM and Customer Service central to your entire business. CRM operates across the software, bringing together Vendors, Customers, Prospects, linking financial and operational information in one place.
Store the information that helps you improve and personalise your relationship with all your business partners. Each contact can have their own address, phone/email, job responsibility, marketing preferences and classifications. At a glance you can see who the person responsible for finance is, the bar manager or head buyer – then click a button to send them an email or call them.
View your Bevica contact information directly within Microsoft Outlook. You can manage business interactions directly within Outlook, create and process sales / purchase orders as well as view and send posted financial documents, such as statements and invoices. Quotes and Orders can be assigned to individual contacts for that personal touch.
More information can be held using Profiling and Questionnaires. What your contacts like to buy, upcoming events they would like to be told about, styles and types of products they prefer, the offers and campaigns they have been invited to. In addition, Bevica will categorise and group your customer contacts automatically based on sales information: i.e. by turnover, number / frequency of orders, average sales.
Company Wide Visibility
Your salesforce will be able to take full advantage of Bevica’s integrated nature. They can review sales history, outstanding orders / unpaid invoices, go over any conversations had with them – be fully prepared. Whilst with the client they can update information, create an order or negotiate prices. If they see a new restaurant, club or sales opportunity they can create it quickly and easily using any browser or the mobile / tablet Apps. Opportunities are Bevica’s pipeline tool, aimed at giving management the visibility needed to track and report on incoming business. With sales cycles and probability calculations it guides the process via task and quotes.
Campaigns & Events
Campaigns and events can also be managed all within Bevica CRM. You can import a list of prospects and have the systems warn you of any duplicates or take advantage of the contact and sales information already there to create a segment of people built from your criteria. What products have they previously bought / not bought, what customer group they belong to, have we communicated with them in the past month, what have they said they are interested in, etc.
Any list of contacts can be used as the starting point for further marketing activity: new opportunities assigned to the sales force to follow up, a call list for the sales admin team to go through or emails inviting people to a tasting or event.
Set and manage your internal workload by assigning tasks. Prepare customer follow up calls, plan weekly order calls, see your salesforce planned activities. Create individually or in bulk they can help you keep on top of interactions with customers, vendors and prospect.
Clients using Bevica successfully to run their business
CRM & Customer Service features
- Contact Management & Classification
- CRM specific Role Centre & Charts
- Business Inbox for Outlook
- O365 Integration
- Campaign Management & Pricing
- Email Logging
- Sales Force Management
- Opportunity (Pipeline) Management
- Sales Cycle Control
- CRM Sales Quotes
- Tasks/To-do Management
- Image Recognition
- Interaction / Document Management
- Segmentation Analysis based on classification, profiling, and sales history
- Event Management
- GDPR compliant
Request a Demo
To learn more about Bevica or request a demo, please get in touch.