Access Dimensions

CRM & Sales Automation

Make the most of every contact with your customers and prospects. Tight integration between Customer Relationship Management (CRM) and all other business and financial applications enables detailed customer profiling and enhances opportunities for up-sell and cross-sell. A single source for all your customer related data ensures visibility of all the information your customer facing staff require.

Account Management

Access Dimensions provides a central database that holds every detail of every interaction between you and your customers. From the date they enquired about your company and the marketing campaign that caught their eye, to full purchase and service history - all this information is available to every authorised member of your staff so they can provide a loyalty-inspiring service.

Marketing Campaigns

Access Dimension CRM gives you the ability to build action lists based on each of your ideal customer profile, streamline responses from multiple sources and get the facts and figures you need to analyse and improve campaign performance.

From integration with call centre technology and e-marketing to allocating and prioritising telesales activity, you have the ability to generate, capture and distribute new sales opportunities and maximise the performance of your team. Reporting cost per lead, cost per sale, conversion ratios and sales success rates all help shape the use of future budgets.

Sales Force Automation

Access Dimensions simplifies everyday tasks such as sending emails, updating lead information and scheduling activities. Powerful forecasting gives you estimated timings, values and likelihood of closure with total visibility over your sales pipeline. KPI reporting helps sales managers ensure that the team keep on top of next action and follow-up dates

Document Automation

Each digital file can be subject to a workflow process before or after it is centrally filed. Forms, documents and any other electronic file can be passed between departments within your organisation. You specify the route it takes, and the people who can view, edit and approve documents as necessary. From boosting collaboration to tightening credit control, every person in every department will feel the benefit. Download Brochure

Live update to sales Orders

Access Dimensions facilitates smooth progression from Enquiry and quotation to sales orders, pro forma invoice and invoice with no data duplication and in alignment with your procedures. In-built controls ensure orders are placed in accordance with stock availability, agreed pricing and customer terms while workflow procedures ensure orders are fully authorised prior to release.

Service & Support

Integration with service management completes the picture. Sales staff can see the service history and service staff can see the sales history, ensuring your customer receives a first-rate service - whoever answers the phone or goes out on-site.