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Achiever
CRM Project & Service Delivery Management
Achiever Solutions help
you effectively manage and analyse the key delivery
milestones of each project, monitor slippage and
enable project reconciliation reports.
Achiever Project & Service
Management functionality can help your business:
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Improve
internal and external communication with increased
visibility of information |
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Increase staff productivity |
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Improve
customer service |
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Improve
customer satisfaction |
Project & Service Delivery
Management Functionality
Contact/Organisation
Management
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Visibility of contact/organisation
and related information from one central location |
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Record additional
profile information against each organisation,
address and contact, such as competitor products
purchased, literature requests, subscriptions
and training courses attended |
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Rank prospects/customers
and create filters on priority/hot prospects/customers |
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Integrate with
your finance system to view accounts information,
such as balance, invoices and credit limit |
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Identify sales and project representative
responsible for each enquiry, organisation,
site and contact |
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Ability to prevent
updates of other consultants data based on
security filters and preferences |
Activity & Time Management
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Record and view all
activity including results with customers
and prospects and link to the customer record |
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Achiever's diary is
integrated with Microsoft Outlook Calendar
and Novell Groupwise Calendar for enterprise
wide view |
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Send individual correspondence
(using corporate standard templates) and email
and link to the contact record |
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Create appointments
and add any additional attendees (internal
and external) and notes |
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Utilise Achiever
Workflow to automate creation of follow up
actions based on result of previous actions |
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Integration
with telephony system for quick and accurate
dialing |
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Send notifications
and alerts to selected users based on specific
criteria |
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Record expenses
and mileage against each action |
Project Management
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Record each action
against a project |
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Monitor
and track delivery/installation dates against
initial milestones and monitor slippage |
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Ability to assign
project team to each project and indicate
role |
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Record service
actions against each item (day) purchased
to prevent extra non-chargeable actions being
entered |
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Create
task dependencies to ensure work completed
in the required sequence |
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Utilise Achiever
Workflow to create notification actions and
emails at key stages of the sales process |
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Link all project
related documentation to the project |
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Assign any additional
3rd party organisations to the project |
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Transfer the
project and activity information to Microsoft
Project and link to the Achiever project record |
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More
information on business processes with project
management |
Reporting
and Analysis
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Create project reconciliation
and cost versus profit reports |
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Produce
slippage reports |
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Generate
job sheets and create reports monitoring actions
where job sheets have not been returned |
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Create
activity analysis and expenses reports |
Remote
User Access
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Browser access to
selected information based on security profile
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Data
filtered based on security profile |
View Achiever
Project and Service Delivery Functionality (.pdf)
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