Since the start of the year we have been using a Customer Relationship Management (CRM) programme – Capsule.
This is an online piece of software that you can use to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
This is how we have been utilising it at Woodville;
CONTACT – We keep a secure online record of phone calls and emails made to and from our clients. This means that any team member can quickly pick up on a conversation that may have been going on when they weren’t in the office.
TASK MANAGEMENT – We are able to log any jobs that we receive from our clients and set them as a task with a due date for completion. We can then create a step by step task guide to ensure the job is completed thoroughly and efficiently. Different parts of the job can be assigned to the relevant team member and signed off and passed over when done.
FILING – There is an email and document management aspect to the system that allows us to securely attach and scan on any correspondence we receive from or about you and link it to your own profile. This is great to quickly email over urgent information you may need. It also helps us to aim for a paperless office in the future.
INTEGRATION – We are using Capsule to integrate with our newsletter database – avoiding entering the same data twice, a great time saver.
AUTOMATIC PROCESSES – We create automatic job processes for our most typical jobs. Speeding up most of our work and allowing us to concentrate on what we do best – saving you tax!