Marketing concepts have shown that better performance can be gained by focusing on the customer rather than on the sales of goods or services produced.

The organization must respond to customer expectations, so exchanging information is very important. Establishing, maintaining and managing customer relationships is made possible through the capabilities of CRM systems (Customer Relationship Management).

The basic concept of CRM is centered around two goals:

• access to customer information for all employees in order to provide a complete answer to every customer question, at any location, and at any time, even when the rotation among employees is large.
• gathering the best possible knowledge about the client, his needs and expectations (what he bought, what he sold, what he was doing, etc.) and instant access to the information he gathered.

The basic concept of CRM is centered around two goals:

• access to customer information for all employees in order to provide a complete answer to every customer question, at any location, and at any time, even when the rotation among employees is large.
• gathering the best possible knowledge about the client, his needs and expectations (what he bought, what he sold, what he was doing, etc.) and instant access to the information he gathered.

Access must be guaranteed anywhere and at any time, so it is important both the organization of the information and the technology used.

CRM allows centralization and management of customer information and business processes in the company. Thanks to this, when a key employee goes to illness, his deputy will be able to quickly and easily take over customer support without hundreds of phones to be replaced. It just opens the Customer’s card and everything’s as it’s on the palm of your hand. List of phone calls made, meetings held, copies of email messages. What else? So that the Chief does not have to learn about the progress of the traders interfering with their work, so that the finance department can plan what is needed with several automatically generated graphs, potential revenue and their probability.

digitec offers its customers the implementation of ready-made CRM products that can be fully customized to your requirements. The system can work on a local workstation, on a client server, or on a digitec server.

Below there are the key features of CRM systems implemented by digitec:

Selected features of functionality – overview:

• convenient and efficient management of business data (not just Customers, but also suppliers) and their employees
• contact registration (description of the conversation / meeting, time, result, etc.)
• scheduling tasks (assignments, deadlines, priorities, current statuses, etc.), notifying people affected by email, visualization of calendar issues with several viewing modes (daily, weekly, monthly)
• acceleration of daily work: The “last viewed” list, typical for a particular module, is grouped into “hot lists,” most of which have keyboard shortcuts easy to print address labels.

Advantages of the system as a whole (platforms):

• full multilingual cracking (language selection on startup)
• the ability to easily migrate data from previously used databases or data sets (eg spreadsheets)
• the ability to adapt the system to the specific needs of the customer
• open source program code
• low hardware and system requirements (including free Linux server system)
• speed of operation,
• no installation on the client side (without servicing the users’ computers)
• independence from the customer platform (user computers do not need to work under Windows)
• the ability to work outside the company (with security – using authorization mechanisms, with the ability to encrypt data during transmission), including from mobile devices (laptops, PDAs)
• scalability (possible scenarios depending on business size and implementation). From cost-effective installations to existing single-server PCs to solutions for several hundred and more simultaneous users
• attractive price offers

Overview of system modules with an overview of their functions:

• first page (reminders of upcoming appointments / phones, summary of open cases, shortcuts to most common operations)
• inquiries
• projects (a new project can be created, or it can be created after recognition and acceptance for further works from the inquiry, projects have potential value and status, open projects can be sorted by potential value, Once they are closed, they can generate statistics and analyze, for example, the frequency and causes of failures)