AnytimeCRM – is a CRM system that helps Customer Support and Sales departments to achieve excellence in client interaction, at all the touch points, while cutting down the operational costs

 AnytimeCRM 3.0 – the new version

On the 1st of October 2007 ASF launched a new version of AnytimeCRM, with new features or improved ones from the previous version.

AnytimeCRM is an integrated system for customer relationship management that helps the Customer Support and Sales departments to attract new customers and to extend sales to the existing ones, while cutting down the operational costs and offering quality services.

The significant improvements that are brought by the new version are included in the module dedicated to the sales force automation, AnytimeSales.

 What is new in AnytimeCRM 3.0?

“With the new version, we offer similar or superior features available in similar products, especially for the sales and support configuration.”

Sorin Stoian – Project Manager AnytimeCRM

Email integration

This feature is addressed to those that don’t use MS Outlook, but want to attach the information from the email into the CRM, automatically, as notes for Cases, Opportunities or Leads. This feature saves time and offers a complete traceability of the email messages related to the sales activity or client support.

Outlook integration

For the MS Outlook users we developed a connector that allows data transfer between Outlook and AnytimeCRM, such as: email messages, contacts, tasks, meetings, notes. The transfer of information can be done manually or through an automatic synchronization process at predefined time periods.

Offer management

With this functionality, complex offers for products and services can be configured, with a great number of characteristics. Example: offers for automobiles, real estate, banking services. You can also print offers in various formats, configurable from the application.

Mass update Leads and Opportunities

With this functionality, team leaders can easily control lists of leads or opportunities. You can assign a large number of leads or opportunities to a person or a team, modify the status for an entire list and generally update any kind of specific information through one click.

Review functionality for leads and opportunities

This is a feature designed for managers, trough which you can mark certain leads, opportunities, or interactions for review, for further discussions with the agent in the weekly meetings. Subsequently, comments can be added, for a complete tracking system.

Target analysis 

Allows the definition of valoric targets for a predefined time period (monthly, quarterly, biyearly, yearly). In every moment, the agent and the supervisor can track the achieved values and can make decisions knowingly.

Document management version 2

The document management functionality had evolved for the management of large volumes of documents, but also for ergonomic purposes, for an easier usage.

Payments / Invoices

In most companies, the responsibility of tracking the payments is conferred to the sales department. Accordingly, it was necessary to introduce the possibility to track all the invoices and payments. This tracking can be made manually or by interfacing with the company’s ERP system.

35 new reports for leads and opportunities 

Based on clients’ solicitations, we’ve added 35 “frequently used” reports built on parameters that offer a detailed image of the information from the CRM system. The adjustment time of the reports drops down dramatically during the implementation.

Standard interface with different systems

The implementation of a CRM system often requires interfacing with the main system (billing, ERP, Core Banking). For the Enterprise version of AnytimeCRM 3.0 we have defined a standard data interface between the main system and the CRM.