The CRM system allows you to store and search for customer contact information by several criteria. You can then use this information to contact or market to your customers in a number of different ways.
There are two types of CRM data captured in the System:
- Source of Enquiry 
The
source of every booking, e.g. Internet, Word-of-Mouth
- CategoriesThe grouping of customers into a number
of pre-defined marketing segments, e.g. By age (18-25) or by type (Family/Couples/Singles).
The View Customers function allows for the search of your database for a particular customer or group of customers, using a range of search criteria. The search results could be used to contact or market to your customers.
In Marketing, click on CRM from the left hand menu.
Click on View Customers.
Enter Date Range using the calendar icons.
Select and enter information into one or more of the search criteria fields.
Click on the ".gif){kind=small}
Search" button. The system will then generate a list of results
based on the criteria specified above.
Choose to Export Results into a Wordä or Excelä file, Send Email, or Send Newsletter.
Once a Customer Search has taken place, there is the option to export the results into a Microsoft Excel™file on your computer's hard drive.
In Marketing, click on CRM from the left hand menu.
Perform a View Customers search to produce a list of search results.
Click on the "Export Results" button. Follow the prompts shown on the screen to export to Excel™.
In Excel™, you can then be able to edit and manipulate this file and use it to create your mail merge once you have created your letter or spreadsheet.
The System will also allow you to send emails to one or more customers, or to mailing lists you create from your database.
In Marketing, click on CRM from the left hand menu.
Perform a Customer Search to produce a list of search results.
Click on the "Send Email" button above the list of results. The Email Form screen will open.
Select to send either a Plain Text or HTML email.
The From email address will be that which was specified in your Business Details.
Enter the Subject title and message. (You may Cut and Paste from a Word™ document.)
Click on the "Preview Emails" button.
Click on "Back" button to make further revisions, otherwise, click on the "Send Email" button.
The System will also allow you to send customised newsletters to mailing lists you create from your database. You may use this newsletter to provide information and news to your customers or send promotional or general marketing material.
In Marketing, click on CRM from the left hand menu.
Perform a Customer Search to produce a list of search results.
Select to send either a Plain Text or HTML newsletter.
Enter the Newsletter Title (the overall theme or subject of this newsletter).
Enter the Heading of the First Article (story/news item).
Enter the copy (text) for the first article. You may wish to cut and paste from a Word™document.
Add a photograph/picture that relates to this article if necessary. Click on the "Browse" button to locate and select the file.
Click on the "Preview Newsletter" button.
Click on "Back" button to make further revisions, otherwise, click on the "Send Newsletter" button.
The Add Customer function allows you to enter details for any customers you would like on your database, but for whom you have not yet made a booking in the System. If they meet the privacy requirements, you will then be able to include them in various Searches for Send Email and Send Newsletter. For example, you may have maintained a database prior to switching to the System and wish to transfer information on customers who have booked with you using your previous reservation system.
In Marketing, click on CRM from the left hand menu.
Click on Add Customer.
Enter all known information into the relevant fields.
Click on the ".gif){kind=small}
Save"
button.