An online CRM solution for Risksmart Group
RiskSmart have developed a number of innovative, online solutions to help managers better understand key risks to their business and to quickly comply with complex areas of legislation.
We designed and developed a customer relationship management (CRM) system for Risksmart to enable their users to access and maintain sales lead information quickly and easily. An online solution was designed that meets their CRM requirement without burdening their IT infrastructure.
The system needed to be intuitive and easy to use for a range of different user levels. Some of the key features of the system are;
- Data importing from lead data provided in MS Excel
- Quick allocation of leads to users as required
- Automatic 'top-up' of leads for users
- Automated emailing and printing of marketing letters from lead details
- Intuitive sale detail recording when a sale is made
- Extensive reporting for management users
- Quick data searching for lead information
- Varying levels of user
Technologies used
- Active Server Pages (ASP)
- MS SQL Server 2008 Database
Selected Screen Shots
- Screen 1
- Screen 2
Risksmart CRM Screen Shot 1
Campaign Management
The campaign management window gives managers a quick view of
up to date sales for a marketing campaign.
Risksmart CRM Screen Shot 2
Support online
The support area enables the system users to log calls or ask
questions to Flair4 Design via a user-friendly support system,
integrated with the CRM.
Find out more
If you have a requirement to develop a web-based application or would like to talk to us about improving the way you, your staff and customers could interact online we'll be happy to discuss your project with you.
Click here to contact us to discuss your requirements or
for a quotation
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