NetwiseCRM helps organizations to effectively manage their customer
relationships and marketing campaigns. NetwiseCRM is a customizable,
easy-to-implement, user friendly CRM solution that increases sales
by identifying cross-sales opportunities and engendering customer
loyalty. In addition, NetwiseCRM tracks marketing and sales communications
of geographically distributed multi-office organizations, evaluates
performance levels of sales teams and measures the ROI of campaigns
and promotions based on customer segmentation. NetwiseCRM also offers
an optional messaging module to enhance coordination of teams, improve
business processes and increase the efficiency of human resources
NetwiseCRM is an online collaboration platform developed to provide
a high return on investment (ROI) by helping your company reach
the right group of customers with your marketing campaigns and promotions.
The system can be customized as per your business needs, particular
to your company and/or your sector. NetwiseCRM can also be further
enhanced by incorporating additional, feature-rich modules.
Features and Benefits
Marketing campaigns are defined to NetwiseCRM in terms of beginning
and end dates, explanations and rules, particular products and promotions,
participating offices or similar data fields which can be specified
by authorized users. The system generates reports on campaign generated
sales, and campaign success can be statistically measured. All campaign
communications with the customers and/or prospects can be tracked.
NetwiseCRM offers advanced yet user-friendly functionality to run
e-mail campaigns. The user can either import professionally designed
newsletter templates into the system, or create the template and
organize the content using the Editor interface. Imported templates
are archived in the system for later use.
The content of bulletins can be edited easily and enriched with
links, images, or HTML sections. NetwiseCRM also allows for database
connections, so it is possible to include up-to-date content relevant
to each individual customer.
NetwiseCRM generates detailed reports on the campaign and delivery
status (e.g. completed or in process, non-deliverable, et al.),
link success (e.g. which links in the content have been clicked
how many times, which clicks resulted in sales) and each click is
written to the relevant customers communications history. Clicks
can be used to gain insight into customer preferences.
NetwiseCRM consists of functions that help to design targeted campaigns
and to choose the right marketing tools in accordance with customer
segmentation. Customers who have the same desired characteristics
as the targeted segment, be they demographic or other user-specified
parameters, can be automatically called up to be included in campaigns
or offered promotions.
Updating the database is a simple task, thanks to the customizable
interfaces that allow for batch data import into the system.
Duplication of customer data (i.e. re-entry of existing data) is
prevented by means of filtering in terms of chosen parameters during
the data entry stage. Potential duplicates are reported separately,
where the user can dynamically call in additional parameters to
compare to the related records.
Different records for the same customer are consolidated without
data loss or duplication.
In addition to already existing database fields (e.g. customer
name, address, company and/or family information, demographic information,
appointment date, comments) users can define new data types and
fields to keep additional information about their customers and/or
NetwiseCRM allows for defining lists and hierarchical data structures
to manage the fields and content of customer and campaign records.
With its dynamic data management feature, NetwiseCRM has a flexible
structure that can be customized by users themselves so as to meet
evolving business needs over the long run.
Data Collection by Questionnaires
It is possible to create questionnaires by defining relevant data
types and fields. These questionnaires can then be completed by
call center or customer representatives. Once a question is defined,
it can be used again in future campaigns.
All data in NetwiseCRM can be updated by authorized users via the
user friendly interface at any time. Updates are reflected to all
related records automatically.
All calls and correspondence with customers are logged and archived
in NetwiseCRM for future reference.
Customer relationships can be tracked step-by-step in detail, including
explanations and means of communications, for each customer.
Customer status updates can be automatically reported to all authorized
users when a telephone call, email, personal appointment or sale
Relevant NetwiseCRM users can be automatically informed of updates
to a customers communications status e.g. when a telephone call
or e-mail correspondence is made, or an appointment or sale takes
Management of Name and Address Data
Name and Address data are standardized in terms of format during
data entry so as to minimize the risk of erroneous data entry as
well as the cost of database maintenance.
Customers can be reached via email, as well as other marketing
and communications channels which can be integrated with NetwiseCRM,
such as call center and SMS (text messaging), in order to enable
the authorized users to enter or import data flowing in from these
Follow-up on Sales Team
Customer service representatives can be assigned to manage individual
or corporate customer accounts.
Sales figures for account managers are recorded and saved within
NetwiseCRM, enabling supervisors to evaluate sales performance levels
in an instant.
NetwiseCRM allows for reassignments and new definitions, and for
transferring customers from one representative to another.
Follow-up on Competitors and Opportunities
Competitor products and services, previously purchased by the customers,
are automatically displayed to the relevant members of the team
as cross sales opportunities.
Reminders and Alarms
It is possible to define automatic reminders within NetwiseCRM
for key dates recorded in the database. For example, a customer
service representative may be reminded to call his customer whose
contract will expire in four weeks.
Reports and Analysis
NetwiseCRM generates reports on customer transaction history and
previously purchased products, the status of each campaign and sales
levels acquired by each member and/or unit of the sales organization.
This provides valuable, actionable data for sales and marketing
managers to evaluate ROI and optimize their sales and marketing
The system can also be customized to generate any other reports
that your business might need.
Personal Reports and Agenda
Once logged in, each NetwiseCRM user views his personal homepage
listing the latest status of his existing and newly-assigned customers
and their distribution in terms of current campaigns. Each authorized
user also has a personal agenda of items visible on a daily and
NetwiseCRM offers a workflow based on user roles and tasks. First,
campaigns are defined in the system. Customer data are imported
by the administrator or Head Office, and customers are then included
in the campaigns. Each campaign has a manager, who distributes the
customers in groups among regions and customer service representatives.
Customer representatives record their communications and appointments,
enter their notes and explanations, in NetwiseCRM. Both the head
office and regional offices can track sales and overall or individual
status of all customers in an instant.
The messaging functionality of NetwiseCRM strengthens inter- and
intra-company coordination, minimizing time consumption and increasing
the efficiency of human resources.
Security and Authorization
In order to simplify the administrative task of managing user rights,
groups with different authorization levels are defined to the system.
Each user is assigned to one of these groups to enjoy the set of
rights granted to the group. The user cannot access sections or
perform operations not allowed for his groups, unless his individual
system rights are edited otherwise.
The operations of customer service representatives can be tracked
retrospectively as all operations are logged in NetwiseCRM along
with the date and hour. Customers are assigned to representatives
and managers strictly within the hierarchy and structure of the
organization, and employees cannot access any part of the database
unless they have been granted access by the administrators.
NetwiseCRM in Use
NetwiseCRM is currently in use by Koç Allianz, one of the largest
insurance providers in Turkey. Koç Allianz tracks all its marketing
campaigns, conveys customer data to direct sales offices country-wide
among more than 700 professionals and manages customer relationships
Database: Microsoft SQL Server
Middle Layer: Microsoft ASP.NET
Operating System: Windows 2000, 2003