TABLE OF CONTENTS:

• What is CRM?
• Improve your sales with the Lead management module
• The Contact module for easier communication
• Organize events within the Calendar module
• Use the Storage module to keep all files in one place
• Monitor your achievements with the Analytics module

What is CRM?

You probably already heard someone use in the conversation the abbreviation CRM. If you're not sure what it stands for or what is the exact meaning or purpose behind it, we'll try to make it clear for you. According to Act.com, CRM or Customer Relationship Management is a software system used to build and manage customer relationships.

It helps organizations manage all their interactions with their existing and potential customers. CRM provides you with the possibility of recording customers’ activities, details, and preferences. It will eventually allow you to personalize content and experience for them. You can keep track of your workflows and assure everyone in the company are on the same page. CRM can especially be useful for sales and marketing teams to create collaboration and improve their productivity.

According to Thrive My Way, conversion rates may increase up to 300% using a CRM.

In the following chapters, we’ll give you an overview of four main Gauss Boxes’ CRM modules and explain how can they improve your business processes. So let’s dive further into this subject.

Improve your sales with the Lead management module

Bridge the path from the lead to the client.

The lead management module can give you information on potential customers. It will also allow you to monitor the daily activities of the sales department. Altogether, it will combine information about the sales department, sales opportunities, and potential customers in one place. You can get the complete picture of your company’s sales processes by combining tasks and communication channels.

You surely ask yourself and what about leads?

The Lead management module will improve your sales process by tracking each lead from the first contact to successful sales and beyond.

Lead management module features

Who can use the Lead management module?

• Large companies
• Small and medium enterprises
• Service activities
• All those who want to improve sales

The Contact module for easier communication

Digitize your contact database.

The Contacts module is a great solution for saving and organizing an unlimited number of business contacts – customers, suppliers, business partners, and more. It will keep all your contacts in one place. You can easily search or filter them according to your needs. All documents and activities related to a particular business contact are easily accessible with a single click.

The module distinguishes natural from legal entities and simply monitors the possible connection between a person and a company. It’s also designed to enable the management of organization details. For instance, it will show you who works in which position within the contact company, which is an exceptional convenience when working with large and organizationally complex clients and partners.

Contacts module features

Who can use the Contacts module?

• Large companies
• Small and medium enterprises
• Web stores
• Service companies
• Non-profit organizations
• Companies that want to digitize their customer and partner base

Organize events within the Calendar module

Get the most out of your calendar.

The Calendar module can help you track all events within the system or create your events within the calendar itself. Gauss Box’s calendar allows you to plan events, tasks, meetings, and other activities. Another great feature is you can create public events that will be visible to everyone in the system – or you could even limit the visibility of the event only to chosen users.

As far as activities are concerned, you can plan recurring activities without the need to recreate events. Within the calendar, you could also have an insight into the reservations of all common areas for better organization of your workspace. And the best part is the calendar module is synchronized with other modules to better track all of your activities.

Calendar module features

Who can use the Calendar module?

The Calendar module can use all types of organizations – there are really no limitations! Any company that wants to improve the organization of internal processes can implement the module.

Use the Storage module to keep all files in one place

Keep all files in one place.

The Storage module serves you as a unique place to store all document types within the system. It lets you organize files into folders or even subfolders.

You have the possibility to set up different folders and attach files to them. More importantly, you can manage access rights for each file or folder. And at the end of the day, every file uploaded to the system is saved here so it’s easy to find whatever you’re looking for. You don’t have to go through e-mails to find a certain file. Everything can be in one place.

Storage module features

Who can use the Storage module?

• Large companies
• Small and medium enterprises
• Non-profit organizations
• Public institutions
• Web stores
• All organizations that need digitalization

Monitor your achievements with the Analytics module

Monitor and compare key business indicators.

If you’re into business long enough, you probably know that one of the main keys to success is continuous monitoring of the achievement of results and adjustments based on it. With Gauss Box’s Analytics, you will be able to monitor required performance in order to make quality decisions based on specific information.

Also, the Gauss Box has an implemented module with reports that monitor events within the system. Speaking of reports, you can also group reports relevant to your company and share them with colleagues. Furthermore, you will have the possibility to organize and edit your control panel with only one click.

Analytics module features

Who can use the Analytics module?

• Small and medium enterprises
• Web stores
• Project-oriented organizations

We hope we gave you some interesting data on CRM software and Gauss Box itself. If you’re likely to consider implementing it into your business, let us know. Our team will be happy to help and consult with you. Contact us anytime!