CMP Polymedia Ltd

Solutions
Business Manager

Manage your customer interactions and business activities easily with a fast, flexible and affordable CRM software solution.

Ideal for small and medium sized businesses.

Download Fact Sheet

What is CRM ?
Put simply, Customer Relationship Management (CRM) is an industry term for software solutions that help companies of any type to manage customer relationships and business opportunities in an organised way.
Through customer relationship management, businesses can gain insight into the behaviour of their customers and their own business operations so as to ensure that
customers are served in the best possible way. This critical business knowledge, is paramount to the success of any business.

Polymedia Business Manager is a CRM solution containing a comprehensive array of features and functionality which can be used as a central solution for managing customers, contacts, associates, projects & time billings, call centres, help desk, activities and customer related documents, to name but a few.

Also available as a web-based solution for the management of dynamic website content (i.e. content management) such as eCommerce scenarios, knowledge-based systems, etc.

Key Features

	Account & Contact Management Manage customers and other businesses as well as related contact persons. Flexible customer classification, customization and integration with Microsoft Outlook.
	Project Management Manage your projects / jobs and monitor progress interactively. Create budgets, add time/billings and view budgeting & profitability analysis for each project (in tabular form & graphical charts).
	Incident Management Handle customer support incidents, enquiries & issue handling.
	Activity Management Manage all customer interactions including tasks, calendar appointments & phone calls.
	Document Management Attach any type of electronic document to a customer account, project, activity or other. Documents can include Microsoft Word, Excel, PowerPoint, Outlook Emails, images and even video content. Create new documents automatically from templates with Microsoft Word automation.
	Products & Services Manage your products and services; Create customer contracts and maintenance schemes; Control customer assets.
	Timesheets & Billings Personal timesheets and project billing analysis. View employee work by day, week, month, year and project to name but a few.

	Call Centre & Activity Dispatch Centre Track incoming phone calls & tasks and quickly and easily allocate them to the appropriate staff. No more need for post-it notes!!!
	Help Desk & Knowledge Bank Create a knowledge bank and resources for problem solving and references for your business activities.
	Customer Asset Management Manage the products and services assigned to each customer (including serial numbers and other product characteristics).
	Mass-Mailing Fully customizable personalised marketing & sales campaigns via Email / Fax / SMS / Mail-Merge / Labels)
	News & Event Management Manage company news and events and publish this information to your website.
	Membership Management Manage membership schemes and members. Track member interactions and loyalty points. Print labels and perform mass-mailing.
	Training Centre Management Create training courses and track participants, interactions, grades, credits and history.

Clients
Some of our clients who are currently using this application as a Windows and/or Web-based solution include:

Cyprus Theatre Organisation GCC Computers Ltd Easy Finance, Cyprus Royal Holidays (Tour Operator) Gilham Trust English Instutute (English School, Nicosia) TPS Trust Media Publishing EL.NI.A. Kokkinos Bros Ltd Mesarites Brandbuilders g11 (Porsche Cars) Honeywell Travel Bartercard, Cyprus Artos Cultural Foundation eSoft Business Software SW Solarwatt Blue Circle CSC | Christodoulou SPK Kyprianides Thermofast Ltd Faraos Estates EditC Training Centre Mediterranean Management Centre (MMC) Sweet Home Estates Premier DMC Casa Vieja Restaurant Zebras Steak House Chronos Travel Anemoessa Press & Information Office (PIO) Republic Of Cyprus Cyprus Agrotourism Company Union of Cyprus Municipalities Art-Venture (EU Project)

Also Includes The Following Tools

Personal Dashboard
Each person has their own personal dashboard, showing all their current activities including the following:

	Upcoming appointments
	Projects (where the person is the project manager)
	Tasks / To-Do List (by customer account, project and priority)
	Pending phone calls
	Timesheet summary
	Overview of their entire work load

Activity Journals & History
View a chronological presentation of all interactions regarding a customer or project (including tasks, appointments, phone calls, documents, billings, etc.)

Call Centre
The call centre module allows you to quickly and efficiently accept incoming phone calls & requests, and quickly dispatch them to the appropriate member of staff.

Timesheet / Quick Billing
Module to allow for the quick entry of billing items & daily timesheet entries.

Charts & Reports
Create a wide variety of reports and print or save them as PDF documents. View bar charts and line graphs for various statistica data.

Pivot Tables (Data Mining)
Use the advanced and highly customizable 'pivot table' functionality to analyse your data in an unlimited number of ways. Just think of the question and get the answers you need in a few simple steps!

Export
Export and data to Microsoft Excel or other format.

Broadcast Wizard & Mail-Merge
Create mass-mailing broadcasts via email, fax or SMS (text messaging).
Print labels of any type
Perform Microsoft Word mail-merge.

Document Templates
Use document templates as a source for new documents and store everything centrally.

Security
Implement an unlimited number of security levels and groups not only for your users but also for your content. This way, access to information (e.g. documents) can be restricted to users based on organisational hierarchy and departments.

In essence, implement vertical and horizontal access to content based on your specific organisational structure.

	Login and get started... Once you login, the animated, interactive start screen presents the most important, recent information you need.
	Individual & Group Calendar Ability to view individual or group calendars. (Also allows for the drag-and-drop of scheduled activities from one persons calendar to another).
	Microsoft Outlook Connectivity Customer & contact information, projects, tasks, appointments, phone calls can quickly and easily be sent to your Microsoft Outlook with a single click.
	Microsoft Word Automation Automatically fill Microsoft Word template documents with customer information. For example, merge a template 'proposal' with a specific customer to create a new document containing the specific customer's information in the appropriate position(s) within the document.
	Access all customer information from one place View the following sample customer "Account" and individual "contact" forms.

More Screen Shots...

	Account The customer "account" it at the core of the system. Here you can define your customers, associates and other business you interactive with. From here you also have access to all other information related to the account (e.g. contacts, projects, activities, documents, products, services, billings, etc.)
	Contact Manage each individual contact you interact with. Notice the Microsoft Outlook icon on the toolbar which allows this contact to be sent to Microsoft Outlook with a simple click. (This feature is also true for accounts, projects, tasks, activities, and more...).
	Projects Manage customer related projects and coordinate your workload with all team members so as to ensure the correct execution of each job.