Consona Customer Management

Power Extraordinary Customer Experiences with a Single, Unified Solution
Today’s customers have expectations not only for a superior product, service, pricing and distribution, but also for an extraordinary experience. Extraordinary customer experiences go beyond pleasant interchanges and interactions. They stand out with distinction, drawn from your unique methods of doing business and the insight you have into your customers. They forge your competitive advantage.

The concept of an ideal customer experience is relatively simple, but as companies increase in size and complexity, it becomes harder to consistently replicate without technology. Precisely targeted marketing, better sales execution, and more efficient service delivery require the support of a CRM platform that will provide information, insights and automated workflows that support your business objectives. When CRM strategy and technology are implemented properly, you gain the ability to create personalized, differentiated customer experiences that drive revenue growth.

However, not all CRM solutions are created equal. Because the industry grew up delivering process technology to specific departments, most CRM vendors still have difficulty delivering on the promise of customer relationship management that dissolves organizational barriers. Consona’s Customer Management stands out from the crowd because it truly can put your customers at the center of all your operations—across your enterprise and all your channels.

In short, Customer Management is a single, unified application with a customer-centric design that coordinates all data, processes and interactions around the customer. The result is consistent communication and collaboration across the enterprise through easy-to-use interfaces and clearly defined CRM processes that genuinely reflect your unique way of doing business. To learn more, contact us for a demo.

Key Features

Single, Unified Interface
Centralize all critical customer data through an easy-to-use web interface allowing you to create account plan strategies, forecast new sales opportunities, conduct precisely targeted marketing campaigns, rapidly respond to customer service inquiries, and analyze performance from any view.  Individual users can further configure their home page for easy access to their favorite contacts and customers, hot opportunities, status reports, and Outlook calendar all in one place!

Role-Based Application Views
Configure views for different internal user communities (such as marketing, sales, service and management) to provide each with the applications and content they require—no more, no less.

Enhanced Search and Work Management
Provide the ability for end users to pick any of the available searchable fields of an object (typically customers, sales opportunities, support cases, work tickets, tasks, emails, appointments, etc.) and allow the search criteria to be saved and reloaded at a later time.

Quick Actions and Inline Editing
Make quick updates in a list of data, especially to frequently updated items such as company, individual, sales opportunities, service requests, support incidents, work tickets, tasks or products from one screen saving both time and clicks for greater end-user efficiency.

Forecasting and Quoting
Maximize sales efficiency and automate sales processes with tools such as task assignments, lead routing, one-click quotes, and more. Immediately access a customer’s complete history in order to review sales opportunities, create more effective sales strategies, anticipate customer needs, and increase close rates—all in an effort to drive revenue growth.

Simplified Reporting and Business Rule Platforms
Includes Microsoft SSRS BI integration and many prepackaged dashboard reports such as: Companies by Type, Top Opportunities, Fall Out Reasons, Multiple Forecast Reports, Sales Pipeline and other User Pipeline Reports to name just a few.

Social Networking Links
Track individual and company social networking accounts/profiles for LinkedIn, Twitter, Facebook and other up and coming sites so that you can stay connected with your customers in one click.