The afb CRM module - powerful, cost-effective, ready for immediate use

However, if you are looking for a ready-to-use, cost-effective yet powerful alternative specifically for the credit and leasing business, the CRM module from afb CMS is the perfect choice. Here are its most important functions and benefits:

Best support for ...

... sales: The module offers a wide range of functions for lead management. In the case of credit and leasing finance providers, leads are dealers or providers of additional services such as insurance. Dealers can broker transactions in Retail Finance (submitters) or become credit customers themselves in Wholesale Finance. Which role is involved in each case is clearly defined in the system. Sales staff can use the module to easily record, evaluate and, if necessary, export their sales potential. Based on this opportunity management, they can then set the right priorities and plan activities (activity management). Extensive e-mail, calendar and note functions support them in this. Last but not least, a lead can be easily transferred to the customer base by converting it into a person/organization in the detailed view.

... marketing: The addressees here are dealers, providers of additional services and end customers. The CRM module offers intelligent campaign management, such as customized follow-up offers for customers whose credit or leasing contract is about to expire. Targeted contact is made possible by intelligent list and filter tools. Correspondence, including all appointments, tasks and contacts, can be called up at any time, as can the status of ongoing campaigns.

... Management and controlling: Intelligent functions for analysis and reporting provide management with an overview of business processes, including the activities and results of the sales force. Data can be clearly evaluated and displayed, for example with an integrated dashboard.

... support: A trouble ticket management system supports customer support. In addition, all relevant customer data and the entire history are clearly displayed. Intelligent filters and lists make searching easier. Customers can also access a knowledge database directly via a customer self-service portal to relieve the support team.

... mobile employees: afb also makes all CRM functions available via its Apple iPad solution.

Ready for immediate use: For the CRM module, afb cooperates with Different Solutions, the provider of vtiger CRM. This modular, multilingual CRM solution is 100 percent open source, is used via common browsers and integrates with Microsoft Office and Outlook. It is ready for immediate use. "Nowadays, you don't constantly reinvent the wheel, but connect to existing solutions via web services," comments afb CEO Gerolf Dienhold.

High quality: Dienhold is convinced "that combined solutions based on a service-oriented architecture do not differ in quality from proprietary complete systems. Modern web services have usually been developed over many years and tested in practice." For example, the CRM module has been successfully on the market since 2004.

Low costs: As only the interfaces between the services have to be programmed, the development costs are a fraction of those of proprietary systems. The same applies to the follow-up costs, as there are no license costs for the open source components of the CRM module.