Contact Management
- Enter Multiple Addresses Per Contact
- Enter Multiple Individuals Per Contact
- Log Calls In Communication History Tracker
- Daily Call List For Outbound Calls
- Letter Management
- Action List For Upcoming Events
MIMICS CRM System Overview
MIMICS Customer Relationship Management (CRM) System allows banks, financial organizations, corporations, and investment managers to easily record and manage contact information, sales and service communications, customer history, and marketing campaigns. The MIMICS CRM System is easy to master and highly versatile so users from various departments can use the same system to manage existing clients, sales prospects, and employees’ and vendors’ contact information. Our clients’ input has helped us develop this straightforward and uncomplicated CRM system to provide you with only the tools you need. If you already use any of our MIMICS Financial Systems then interfacing with the CRM system is simple and quick, which will help you avoid the lengthy manual entries and expensive data conversions.
The system can manage both existing clients' and prospects’ contact information. Beginning with the sales stages where the prospects’ contact information is recorded and tracked all the way to the management of existing clients and investors’ communication history, the MIMICS CRM is a highly flexible system that will grow with your organizational needs. The system can run multi-user on a Windows or Novell network.
Multiple contacts, addresses, phone numbers, and email addresses may be recorded, and the system can track all types of communication history, including documents sent and received. By tracking the communication between your organization and your clients, both written and verbal, it is much easier to provide the necessary customer care that will lead to future businesses and lasting relations.
In addition to managing contact information, the MIMICS CRM will also assist in the management of sales and marketing campaigns that involve outbound and inbound phone calls, and the monitoring of marketing documents distributed to prospects and existing clients. Profile demographics may be tracked, as well as monitoring the sources and results of calls made. Each prospect can be grouped by status to easily track hot leads.
All of the documents related to the contact may be accessed through the contact's document management screen. Whether the documents are generated by the CRM or from other applications, the system will manage them in various file formats.
A series of work process steps can be easily set up in the system, and the process can be used as a guideline or a requirement during the sales and marketing campaigns for the system users. Follow up dates can be automatically generated by the system which will help simplify your daily call lists.
The CRM has a built-in calender where appointments, call backs, scheduled tasks and other time sensitive information may be saved. The system generates a variety of reports to help you track the progress of your sales and marketing campaigns. The quality of customer care provided and clients’ satisfaction levels may also be monitored by reviewing the Communication Report that can be sorted by date, client, user and product.
Reports can be printed and written to a file, multiple printers can be utilized and multiple levels can be defined for password access. Contact information can be easily archived at the end of a campaign or transferred to another MIMICS System.
With the MIMICS interface, your customer's information entered through the CRM system can instantly update the customer database for any of the other MIMICS systems. Alternatively, customers on other MIMICS systems can have information tracked on the CRM system for support purposes. Data can be consolidated across all systems under the control of CRM.
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