InTouch CRM Overview

InTouch is STORIS' Customer Relationship Management (CRM) feature.  This feature provides a centralized information center you can use to manage both prospective and existing customers by systematically tracking sales lead activity and consumer interest.  In addition, you can integrate CRM data directly into

• Enter a Sales Order,

• Enter a Shopping Cart, and

• Enter a Service Order.

You can also integrate data to and from numerous other STORIS modules and features including

• the STORIS Up System,

• product Warranties (that is, follow up on expiring warranties),

• iCall (the automated telephone feature),

• Demographics (track customer information relating to your business),

• Mailing Lists,

• eSTORIS (the eCommerce platform), and

• Report Builder.

 InTouch has its own set of security restrictions designed to protect sales leads from unauthorized users.

You can track

• prospects by store, sales associate, product interest, and likelihood of purchase,

• sales activity, including customer activity and key dates to allow for quick reaction to activity,

• salesperson closing activity, and

• advertisement effectiveness.

You can

• generate and archive both customer and prospect activity reports for precise analysis of the customer and prospect databases, and

• generate automatic ticklers for missed actions and next actions to take on specific dates.

Tracking Sales Lead Activity

Use the Enter a Sales Lead as your main vehicle to enter sales lead activity. Use the Sales Lead System Control Settings to specify your basic parameters for maintaining sales leads.  Use the Product Group Settings to track sales lead activity for selected product groups.

You also use the following settings routines to set up your database:

• Activity Reason Settings

• Closing Probability Settings

• District Manager Settings

• Interested In Settings

• Marketing Code Settings

• Method of Contact Settings

• Referred By Settings

• Sales Lead Origin Settings

• Special Occasion Settings

• Type of Activity Settings

The following views and reports are available:

• View Historical Sales Leads

• Manage Sales Leads

• Report Detailed Sales Leads Activity

• Report Sales Leads Activity Comparisons

• Report Salespersons Closing Performance

• Report Summarized Sales Leads Activity

The following sales lead management functions are available:

• Export Customer Sales Lead Activity

• Export Quote Activity

• Reassign Customers

• Reassign Sales Leads