RELATIONSHIP MANAGEMENT SOFTWARE FOR PROJECT COMPANIES
Looking for relationship management software for your project business?
Are you looking at modern relationship management solutions?
And do you want relationship management software for project companies that works with your other software?
Every project company has relationships, contacts, clients and potential clients. And every company does business with relationships. Therefore, our relationship management software for project companies is not a stand-alone solution, but a part of our total solution based on Microsoft’s Dynamics 365 Business Central.
Business Central software is designed to support small and medium-sized businesses in streamlining all their processes, including customer relationship management. Because our relationship management software for project companies is part of this larger system, it offers significant advantages in terms of efficiency, collaboration and scalability. Because it handles data very efficiently. And because there is no duplication of administration.
Moreover, with our software you not only get an efficient relationship management solution. With Offimac you also get a partner with a wealth of expertise in project processes. Because we are experts in software for the project industry.
EFFICIENT CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE FOR PROJECT COMPANIES
Offimac relationship management software for project companies provides comprehensive functionality to efficiently manage and support your sales activities. This powerful software provides you with complete and accurate customer information, allowing you to focus on valuable interactions and effectively strengthen your customer relationships.
A successful sales and marketing strategy is based on making the right decisions at the right time. Offimac Business Central relationship management for project companies enables you to leverage detailed and up-to-date contact information, allowing you to target potential customers and increase customer satisfaction.
Contact management
Within your organization, employees regularly come into contact with potential business partners. These contacts can eventually grow into valuable customer, supplier or bank relationships. Offimac Business Central relationship management software for construction companies helps you record all these external contacts, so that communication runs smoothly and leads can be easily converted into business relationships.
The Contacts List within Offimac Business Central provides a central place to manage all your contacts. Here you can create opportunities, record interactions and view statistics. You also have access to various reports and advanced search and filter options to quickly find the right contacts.
Records of interactions
Capturing interactions with your business associates is essential for effective relationship management. Offimac Business Central makes this easy with the following functionalities:
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Setting up interaction templates
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Create and manage interactions with contacts or segments
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Keeping track of recorded interactions
Before recording interactions, you can set up interaction templates. This allows you to predetermine how interactions will be recorded, including the communication method, initiator and any charges. In addition, you can add attachments, such as meeting reports in Microsoft Word.
Interactions with contacts and segments
Offimac Business Central lets you track interactions for both individual contacts and larger contact segments. The guided setting “Create Interaction” helps you step by step to capture relevant details of the interaction. This makes it easier to properly document and track communications with customers and leads.
Effective segment management
Segments help you group contacts based on specific criteria, such as industry, geographic location or relationship to your business. This allows you to run more targeted marketing campaigns and optimize sales strategies.
When managing segments, Offimac Business Central offers several options:
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Manually adding contacts to a segment
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Automatic selection of contacts based on filters
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Reusing previously stored segment criteria
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Merging segments with Microsoft Word documents for personalized communication
Add and refine contacts within segments
After a segment is created, you can easily add contacts using the “Add Contacts” function. Then you can further refine or reduce the number of selected contacts with filters, keeping only the most relevant contacts. If necessary, you can undo changes with the “Go back” option.
Optimize your relationship management
Offimac Business Central’s advanced customer relationship management features for project companies allow you to optimally manage your customer contacts and sales opportunities. From recording interactions to building and analyzing segments, this software helps you improve your sales process and strengthen customer relationships efficiently.
RELATIONSHIP MANAGEMENT SOFTWARE FOR PROJECT COMPANIES AND OTHER APPLICATIONS
By using our relationship management software, project companies can streamline all their contacts and segments. But Offimac also offers a complete solution that allows companies to optimize their other business activities.
In addition to relationship software, our software also allows you to successfully organize the following departments:
- CRM
- Quotes
- Schedules
- Calculations
- Project Management
- Transports
- Return
- HRM
- Services
- Accounting
- Strong reporting
CHOOSE PROJECT MANAGEMENT SOFTWARE FROM OFFIMAC AND MICROSOFT
Offimac and Microsoft’s solutions are designed to grow with your business. Whether you’re a small construction company or a big player, you can easily scale up as your business grows. Tools like Power BI also let you create detailed analytics so you can always make the best-informed decisions.
Microsoft is also investing heavily in security and compliance, which means your sensitive data is well protected against cyber threats. And because many people are already familiar with the interface of Microsoft products, the transition to Business Central is smooth and without long learning curves.
With our Business Central relationship management software for project companies, you get a future-proof solution. Benefit from an international network and a wide range of integrated tools that help your company work more efficiently and effectively. Take the next step in digitizing your project business with Offimac and Business Central.