TOBI Customer Relationship Management

Customer knowledge is invaluable in building relationships. TOBI’s CRM application helps to better understand, organize and manage ongoing interactions with customers, so you can develop profitable alliances. TOBI CRM automates marketing, sales and service, ensures efficient contact with customers through extensive notes, history and reference details, and supports detailed analysis of customer behavior through integrated Business Intelligence tools.

Key Benefits:


Organize Information to Better Serve Customers

With TOBI, all interactions with customers and prospects are productive and well organized. Because TOBI integrates all customer information with financial records, incident histories, company projects and marketing strategies, all pertinent information is made available to your entire organization, which promotes quality customer service. Issues and requests are handled efficiently, thus maintaining a consistently positive customer experience.

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More Effectively Turn Leads into Customers

Generating quality sales leads requires cooperative effort and focus. By integrating CRM with other applications, TOBI provides your sales force with all the necessary information to properly plan and execute sales initiatives. Armed with up-to-date product information and financials, your sales team will be able quickly tailor offers and send quotes to effectively turn leads into customers.

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Focus Marketing Dollars on the Best Campaigns

TOBI keeps you informed of your customer’s interests, needs and buying habits, so marketing efforts can be tailored accordingly. Measuring the effectiveness of marketing campaigns is made easy with TOBI’s powerful BI and analytical capabilities, thus improving the allocation of marketing expenses.

Marketing Campaigns are more targeted and efficient because TOBI can search for customers and leads with ANY combination of relevant data. You can easily identify a specific audience based on multiple attributes, and then execute direct mail, email and call-center campaigns. TOBI is also tightly integrated with Microsoft Outlook, allowing you to seamlessly work in either environment.

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Use BI Tools to Analyze Sales and Marketing Efforts

Business Intelligence tools make CRM more powerful by placing valuable information in front of you when you need it most. With fast access to customer information you can improve relationships and meet sales goals as well as retain customers and generate additional sales from them. TOBI also helps to design sales objectives that increase productivity and drive higher close rates.

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Highlights…

  • Automate Sales, Marketing and Support processes.
  • Identify and report relevant information regarding customer success factors.
  • Efficiently manage leads, opportunities and customers in separate yet linked locations.
  • Track all aspects of selling to customers and prospects.
  • Adopt customer-based performance measures to track the results of marketing campaigns.
  • Develop and roll-out strategic initiatives to better serve customers.
  • Record and prioritize incidents and maintain a complete service history for each customer.
  • Index customers and leads by an unlimited number of categories or keywords for fast searching, grouping, cross-referencing and reporting.

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