Total Customer Relationship Management

In order to grow business and outrun competitors, some enterprises have already become customer-centric and most enterprises will follow this trend to transform themselves to customer-centric in the near future. Applying Total Customer Relationship Management is definitely critical in fortifying market position.

To achieve Total Customer Relationship Management, enterprises should integrate all relevant information of each customer across the enterprise to facilitate more effective marketing planning, selling and servicing decisions throughout the customer life cycle. With personalized customer services, customersO expectations could easily be met and loyal customers could be retained.

Business and IT executives are urged to study their business processes, look for the appropriate enabling technologies and convince employees to support the transformation to a more effective customer relationship management throughout the customer life cycle.

Your Capabilities with ArcotectTM CRM

Comprehensive Knowledge Access

ArcotectTM CRM captures comprehensive client histories with detailed records of demographic data and every interaction with each individual customer. The client knowledge base provides a solid platform for the deployment of Total Customer Relationship Management. This empowers your sales and marketing personnel to analyze various market segments, define strategies and observe the real time total picture related to a particular client so as to identify the highest potential of market opportunities, generate quality sales leads and provide the best customer services.

Embedded Search Engine

ArcotectTM CRM is embedded with Search Engine allowing users to search records by customer name, organization, order size, customer period or particular text phrase. This facilitates users to locate specific client information within two clicks.

Sales Force Automation

Keeping track of all interactions with each client enables sales personnel to visualize a total picture of each client at any time. This facilitates them to handle each sales case confidently and properly with complete client information. The comprehensive client database also provides a strong base for market targeting, various marketing campaign development, scheduling, implementation and post-campaign analysis.

Sales Cycle Milestone Alert

Managing client properly throughout sales cycle is critical in boosting the total number of contracts made. Delivering appropriate services to your clients along each stage of sales cycle at the right time is important. With ArcotectTM CRM, you could pre-define business rules such that your sales personnel will be notified for sales cases that specific follow-up actions are required, and hence, you will maximize the total number of successful sales cases. An example is that your sales personnel will receive a mobile phone short message service (SMS) alert two days after a proposal is submitted such that they will be reminded to follow up on the case. The notification could be in your preferred formats including login alert, window pop-up, e-mail, or SMS sent to mobile phones and pagers.

Relation Map

To define sales strategies, it is important to understand the cross-relations between each individual contact on organizational, departmental and individual levels. ArcotectTM CRM's Relation Map presents the cross-relations among your clients, resellers and partners in vivid mind mapping graphics to facilitate your understanding and strategy formulation.

Connected Scheduler

To win contracts, we often need joint internal forces in order to make use of the expertise from various staff such as Account Managers, Consultants or Product Specialists. ArcotectTM CRM's Connected Scheduler assists your team to schedule joint sales appointment with clients conveniently.

Channel Management

By sharing the most updated product information with channel partners, ArcotectTM CRM enables you to collaborate with each valued partner to maximize sales revenue.

M-Commerce Deployment

ArcotectTM CRM is accessible through wireless Personal Digital Assistant (PDA) that enables your sales personnel to retrieve real time product information, retrieve and update client information anytime and anywhere.

Literature Fulfillment

ArcotectTM CRM contains document repository that assists your sales personnel to manage documents sent to customers. By keeping track of different versions of quotations and proposals sent to customers, ArcotectTM CRM facilitates the formulation of tactical strategies to sell through particular customer.

Resource Management

Resource Management Module assists your sales division to organize sales tools/resources such as notebook computers, demonstration devices and samples systematically. This maximizes the quality of all sales presentation by maintaining the highest utility value of resources.

ArcotectTM CRM Enriches Your Relationship with Clients

Customer Loyalty Management

By the deployment of Customer Loyalty Management Module, ArcotectTM CRM empowers your marketing personnel to develop and monitor your customer loyalty and integrated marketing campaigns. It provides convenient interface to plan and schedule marketing activities, assists capturing and monitoring responses of each campaign through multiple mechanisms including e-mail, a toll-free phone number, POS devices, smart cards and web-based form entry, etc.

Customer Service Management

ArcotectTM CRM Customer Service Management Module makes your customers experience quality customer services.

Converged Interaction Points

Customers' enquiries in the formats of phone calls, web, e-mail or fax could be all converged into mobile phone SMS by integrating with ArcotectTM Digital Network Alert (DNA): according to the details of each enquiry, ArcotectTM CRM could automatically send SMS to the mobile phone of corresponding sales personnel urging for prompt and proper customer enquiry handling.

Call Log Management

ArcotectTM CRM intelligently keeps records of all calls made by customers. Real time retrieval of call histories of each customer enables your customer service representatives to provide quality service by having a total picture of each customer case.

Comprehensive call log records
Check and update service calls
Daily follow up list pop up to remind customer service representatives
Analysis report on number of calls received by contact channels

Help Desk

User-friendly web interface enhances customer experience by enabling them to review real time status of their product, service requests and orders.

Market Targeting

Various queries could be defined to shortlist targeted client lists from the main client database. This facilitates the formulation and execution of different loyalty programs and marketing campaigns which pinpoint the specified needs of each targeted group of customers.


Marketing Campaign Management

With ArcotectTM CRM, marketing personnel could formulate a variety of marketing campaigns including Direct Mailing, Direct Response Advertising, Online and Mobile Marketing, Market Survey and Loyalty Club, etc. Details of each campaign could be clearly specified for easy reference of frontline sales personnel. This greatly enhances sales force in leveraging on all marketing campaigns to generate revenues.


Database Marketing

ArcotectTM CRM assists marketing personnel in formulating, budgeting and executing Database Marketing Campaigns including Direct Response Advertising and Direct Mail Marketing to generate response from the market. Embedded e-mail manager enables easy execution of direct e-mail shot.

Online Marketing

Various Web Marketing Campaigns including Online Event Promotion/Invitation, Online Polling and Online Bundle Offerings could be integrated with ArcotectTM CRM. Therefore, you could reach the enormous Internet communities to promote products and services and identify new potential customers.

Mobile Marketing

Integrating with ArcotectTM DNA, SMS could be sent to clients' mobile phones of any operators in Hong Kong to promote your products and services.

Market Survey

Convenient tools enable you to design questionnaires, either distribute to field interviewers, directly to customers by postal mail or e-mail, or publish to your enterprise website through web publishing system.

Loyalty Membership Management

Delivering the right messages to the appropriate customers is crucial to your enterprise success. ArcotectTM CRM could be integrated with POS system and Smart Card System that data of customer purchasing pattern can be stored, analyzed and retrieved systematically. As a result, Total Customer Loyalty Consolidation could be achieved.


Campaign Scheduling

Your marketing personnel can conveniently schedule each marketing activity by using ArcotectTM CRM. To aggregate and gain a synergy effect from a series of marketing activities, it is critical to manage schedules of each event and enable sales personnel to make the most of each market opportunity.

Lead Management

ArcotectTM CRM will keep records of all sales leads generated from each campaign. Its analytical tools assist decision makers to identify the highest potential leads and assign proper sales personnel to follow up and deliver quality customer services.

Campaign Effectiveness Analysis

ArcotectTM CRM monitors and analyzes the response rate of each marketing campaign that facilitates marketing personnel to refine and improve the effectiveness of future programs.

Real Time Intelligence

Sales Potential Intelligence

ArcotectTM CRM enables sales managers to review sales pipelines and opportunities to prioritize sales efforts. It organizes related information to be shared with the team to facilitate joint-force selling. It assists to analyze sales cycle, productivity of each sales personnel, rate of successful deal and average deal size.

Sales Forecast and Revenue Analysis

ArcotectTM CRM business intelligent engine assists sales personnel to produce sales forecast and provide revenue projections for important management decision.

Market Data and Customer Profile Analysis

Comprehensive market data can be acquired from a variety of information sources such as POS system, sales transaction records, smart card purchases, and other market intelligent agents. Therefore, the system can perform thorough analysis to identify critical factors contributing to customer buying decisions by finding the correlations between various products and services and different market data.

Information Security

ArcotectTM CRM Role-Based Access Control ensures your client information will only be accessible by qualified personnel. Your System Administrator could define access role of each user such that they will be able to access, view, create and edit the appropriate information.

Compliant with J2EE and XML standards

ArcotectTM CRM is compliant with J2EE Standard. Its component-based facilitates the system to be easily integrated with various enterprise applications to further enhance its productivity. It is also compliant with industrial XML standard that ensures the feasibility of data interchange with other XML-compliant applications.

Seamless Integration for Specific Industrial Requirements

According to specific client requirements, ArcotectTM CRM is completely feasible to be integrated with various applications including Billing System, Call Center Applications, Storefront, etc.

Other Versatilities

ArcotectTM CRM adopts user-friendly web-based interface ensuring the greatest ease of use and shortest learning cycle. Moreover, it supports multi-language including English, simplified and traditional Chinese, and other client specified languages.

  ArcotectTM CRM
Customer Relationship Management
v.1.1.01

System Requirement

Platform: Unix operating system,
Linux operating system or Windows NT/2000
Memory: 256M (Minimum)
Database: Oracle 8i, Ms SQL
Java VM: Sun JDK 1.3 or JRE 1.3
Application Server: JBoss, Oracle 9i, Web Logic

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