Complete Coverage - Most
customers demand the same
things: everything and right
away.
Now you can quickly
access vital client information
like never before.
A troubled economy
demands better client data like
never before.
Legrand CRM’s company
records have data rolled up from
all levels of the program.
What does this mean to
you?
It means one-stop-shopping for
for detailed client data. Your
whole company has one-click
financial data, scheduled &
completed activities, support
issue details, purchased
products, marketing campaigns &
sales opportunities and other
important pieces to your puzzle.
Expose client financial
information that is typically
hidden in reports.
Your whole team can now
have the whole picture.
QuickBooks Link - Legrand
CRM has been designed from the
ground up to work extensively
with QuickBooks.
It is not an optional add
on or a programmer’s
afterthought.
Now you can share
critical client information
instead of burying it in a
report.
One click brings you
historical data another brings
you all of the actual
transactions.
You can even create new
accounts, invoices or sales
order in QuickBooks directly
from within Legrand.
This cuts down on the
time spent and the mistakes
made.
Microsoft Outlook Integration -
Most CRM products work with
Outlook.
Most of them require more
work than they are worth.
Legrand lets those who
“live” in Outlook still enjoy
working with their CRM.
Legrand requires Outlook
and unites both products’
strengths.
Incoming e-mail can
managed by Outlook and
permanently stored in Legrand.
New companies, contacts
and support incidents can be
created through Outlook.
New contacts and
activities flow to Outlook by
right-clicking on them.
You can even send Outlook
e-mails directly from Legrand
CRM.
Powerful Search - Finding
client data should be easy.
Legrand CRM lets you
assign multiple Keyword tags
that are ingeniously simple to
use.
The QuickSearch feature
lets you search on every field
by merely right-clicking on it.
Advanced multi-level
searches can even be stored for
later use.
Web Lead Capture - Leads
captured from your website can
flow directly into your CRM
without retyping or complicated
imports.
The Web Capture module
lets you get your leads, assign
them and send a response back to
your prospects.
This is quickly
accomplished in a few mouse
clicks instead of a few days.
Marketing Campaigns - Your
marketing efforts can now be
completely managed in one place.
Leads can be entered,
targets can be identified and
respondents can be recorded.
The lead-to-customer
process is recorded every step
of the way.
Goals, activities and
sales opportunities are tracked
back to each campaign giving you
important feedback.
You always know what your
marking investment has returned
for you.
Customer Service - Customers
are hard to find and even harder
to retain.
You are now able to track
incidents and deliver solutions
to your customers.
Issues are tracked,
quantified and assigned to your
staff.
All activities roll up to
the issue and can also be tied
to specific purchased items in
the Item Tracking Module.
Customer satisfaction
soars and future revenue is
ensured.
Sales item Tracking - Sold
items can flow from QuickBooks
to your CRM.
Purchased items are
automatically associated with
your customer records.
It is easy to track
purchase patterns and
proactively market to relevant
groups.
Two Versions - Now you have
powerful choices.
The high-value Pro
version is designed for small
workgroups.
The Corporate version
utilizes Microsoft SQL Server
and has filed-level
synchronization for your remote
users.
Two Purchase Methods - You
can acquire Legrand two
different ways.
You can purchase it
directly or enjoy the benefits
of a subscription method.
Subscription purchasing
affords you lower upfront
pricing and includes all updates
and major upgrades.
These options are great.
The choice is yours.
Help & Guidance - Doing it
right the first time is no easy
task.
Plan B Industries can
help you with virtually every
aspect of your CRM initiative.
We help you develop a
system that helps you find more
customers and hold on them.
Our services include
project planning, design,
training and much more.
Our support is always
available and we even offer two
forms of free support.
Let us help you build a
stronger business that offsets
economic conditions and common
pitfalls.
