Alexion CRM

Creating and sending invoices with the CRM system. This gives you all the important information about your customer and your invoicing in 1 place.

Quickly and easily draw up error-free quotations yourself with the CRM system. This automatically puts customer data from the CRM system onto a quotation.

Creating and managing projects with the CRM system. A project is a temporary execution of work with an intended result. For example drawing up an advisory report by a consultancy or a construction project by a construction company.

The ability to set up an email campaign with the CRM system. With an email campaign you send emails to a certain group of customers with a clear goal. For example providing information about your products or services. This makes it easy to build a relationship with (potential) customers.

The CRM system can be accessed via the cloud. This means you can work in the CRM system through the web browser. All information is therefore online and not somewhere on a computer or server.

This means you always have all your important information and files with you, anywhere. All you need is an internet connection.

With file management you store all important details of relationships in the CRM system. This way everyone can consult important customer data anywhere and at any time.

With a CRM system via a mobile app it is possible to arrange CRM matters anywhere and whenever you want. This is especially handy when you are on the move and need additional information from a (potential) customer.

Recording internal customer notes in the CRM system. This gives everyone insight into what is going on with a customer and who last had contact with the customer.

Categorising customers into different customer groups in the CRM system. This gives you an overview of the different types of customer groups in your organisation.

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

With contract management for customers you can record important contract details. Based on these contract details, the CRM system automatically keeps track of contractual provisions. For example, you can get a notification when the term of a contract expires.

Sending and receiving emails from the CRM system using well-known email programs such as Outlook and Gmail.

Insight into the sales/rental history of customers in the CRM system.

With a customer portal the relationship has access to their own customer environment in the CRM system. This lets the customer, for example, contact your company, change important details or look up information.

Creating relationships via a direct Chamber of Commerce (KvK) integration. This lets you search for relationships in the KvK database and take over their details directly in the CRM system.

The CRM system can set up multiple contacts per relationship. If an employee is absent, it is quickly clear who else is in contact with the relationship.

Despite the digital age, in certain industries a lot of business cards are still used. They are exchanged frequently at conferences, trade fairs or other important appointments. As a result your desk drawer sometimes ends up overflowing with business cards. You would rather not throw them away because a card may still come in handy. Some CRM systems make it possible to scan business cards. This lets you easily keep important details of your relationship and you no longer risk losing them. It also saves an overfull desk drawer.

The software supplier gives a demonstration/explanation of the software's capabilities:

• you get an (online) walkthrough and explanation of the software from the software supplier
• Software demos can be requested without obligation
• It is the best way to be sure whether the software suits your company