The client should be the heart of any business and absolute focal point of every person at the office and beyond. If you take care of your client, your business takes care of itself. There is no such thing as customer loyalty in the business world, only best value for money and best value for money is no more than a perverse customer perception. Think about what you hate about your bank and I guarantee your banks ability to operate as a bank will not enter the equation. It is the soft items like standing in queues and across the counter attitude that drives customers mad.
Many software vendors push their products as being central to the business process whereas, in reality, even the most elaborate ERP installations make use of add on modules and the company's technology landscape is dotted with departmental level systems and individually managed database applications.
C-Flow makes no claim that it can know all the intricacies of your business. It does however, manage all aspects of your relationship with your client, in a way that you want to do. C-Flow is a product which adapts to the business requirement but always focuses on the one thing important to the business, the customer.
C-Flow is a control centre for your business. It is a store house of information about your customer, your potential customer and other businesses that you deal with on a daily basis. It integrates with your existing applications to obtain information, or will work alone in ensuring good customer relations. It automates interaction with the customer and sets up customized template based contacts (E-mail or SMS) or visitation schedules. You will never again forget to send out a thank you note for a payment received.
C-Flow will track the progress of your potential clients through to project completion and allows multiple prospects and clients per company with which you deal. For example, if dealing with a large corporate, your business may have a longstanding relationship with one department while prospecting for business with another.
C-Flow allows quick access to all client information. Update any client with the latest information on all tasks or activities within seconds or have the latest information imported regularly from one or more existing systems. Centralize your client information from the myriad of departmental client databases in your company.
Record and manage documents sent and store incoming documents from the client in a central repository, accessible worldwide subject to the security considerations. If dealing with a company as both a client and a supplier, then the supplier documents would be viewable from the supplier screen, the client documents from the client screen and all from the company screen.
Profile groups or client types in order to mine or categorize your client information.
Send personalized emails or SMS's to keep clients updated. Send clients, business partners or staff personalized messages to notify them of sales, special events, etc. Bulk mail defined groups of contacts in their own language.
Client/Prospect contacts are kept separately from each user's personal contacts. Let the users access the contacts in their own e-mail client program.
C-Flow contains the basic information that you would require for any CRM. Beyond that, how on earth would a software company know what information you require about your customer? Add the fields you require and include them in your reports and processing. For example: Add a field called total-sales (and set security restrictions on it if required). This field can be updated manually in a dynamically allocated screen or update via a scheduled extraction from your accounting package. When the value reaches a certain level, e-mail the client and thank him for his patronage.
C-Flow is a multi-lingual, multi currency product. If C-Flow does not have your language or dialect, or you simply want to change the screen prompts, then change it to suit yourself. All templates and reports can be customized into the language of your client. If you have two contacts at your client's office that speak different languages, then send each one the e-mail from a template in his own language. If you have two users that speak different languages, then each one will get all screen prompts in their own language once logged on.
C-Flow is a job scheduler. Action scripts are created in the development area which can have full transactional access to the C-Flow database. For example: Capture a new prospect in the database. You can have C-Flow set up a series of events that will occur over the next couple of weeks. On the second day, send a follow up e-mail. If there is no response, send another; alternatively notify the responsible person to schedule a follow up call. If a response is received, scrap the entire schedule of events and set up a whole new schedule, forward the e-mail to the responsible person and notify the manager that a response has been received. The set up of events, actions and schedules is user definable and designed around your business requirements.
The C-Flow script language has commands for importing and exporting to and from the database via common file types, sending and receiving mail, updating or modifying the records in your database. The language also allows for sending template based e-mails and SMS's
The script, based on the well known DWS, also forms the basis of the server side script allowing the generation of dynamic web pages from the C-Flow web interface. If your client needs a copy of an invoice or statement, let him logon and print it.
C-Flow is a central calendar and diary. Tasks are clearly visible and can be delegated to users. Overlay several diaries at once to see the next available time free for all parties. Schedule meetings, invite people via e-mail. Restrict access to personal or confidential items.
C-Flow has the usual levels of security required of office software. Login as a user and access a selection of options as defined by the user's profile. Enforce the use of passwords or opt not to use passwords if the environment allows. Lockout users after a defined number of incorrect login attempts have been made. Set the number of grace logins allowed after password expiry and the time allowed before password expiry.
Specify which tables require audit trails or turn off auditing altogether.
C-Flow monitors an e-mail inbox and carries out specified actions dependent on the rules that you set up. For example you can setup to watch for certain text in the subject, sender, and body or anywhere in the mail, and based on the rule, carry out the specified action.
This is particularly useful when used as a back end to an enquiry form on a website. Automatically populate your prospect information from the e-mail and setup a schedule of follow up events to take place based on the request.
C-Flow optionally manages the flow of the sale through your business. Generate a quote for your customer - On acceptance or part acceptance, generate the customer order which flows naturally through to the delivery note and invoice. Alternatively, export your order through to your accounting system.
Watch your stock levels. Automatically generate a purchase order for stock replenishment, or notify the responsible person of the stock level based on future customer order requirements. Manually set your stock re-order level or import product information from your existing inventory system or even write a script to monitor and update.
C-Flow easily publishes personalized documents in e-mail format or makes them available via the web interface. It can also react to responses from that communication making it a true method communication in the traditional sense. In addition, all communication is stored and an audit trail generated.
C-Flow provides the engine and infrastructure to set up a wholly customizable client management tool. In its simplest form, C-Flow will install and be directly useable from the box. It is designed to be able to evolve into the monster you require for your specific business needs. If the script language does not satisfy your exact requirements then the development and simple installation of a plug-in allows extension of the language to whatever you require.
A Pastel Accounting Plug-in is to be soon available to automate the flow of information to and from Pastel Accounting, as well as a SAP Plug-in using the integration to the SAP business objects.
You can load and unload plug-ins on the fly in both the development area and the script engine. The integrated development area uses a second development database for testing. Total customer flexibility requires nothing less than total system flexibility.
projeCt-Flow (Not yet available)
C-Flow centralizes the information relevant to a project and aids in the allocation of resources to the project. The initial thrust of C-Flow is aimed at online sales, however, the project management module for service delivery would be a logical next step with the inclusion of timesheet functionality.
aCcess-Flow (Not fully available)
C-Flow has an integrated multi-tiered web server allowing highly secure web access with load balancing across any number of server applications. Use this feature as an intranet delivering stats to your users or deliver information and documents to your clients. Have instant access to your client information while on the road and keep up to date with your calendar and task list from anywhere.
The inline script processor allows for the deployment of script based dynamic web pages.
C-Flow has several operating configurations. The requirement for each are outlined below:
ient & PCServer
Entry Level Business PC, 256MB RAM and 100MB disk space.
Operating systems: Microsoft
Windows 9x, NT, 2000, XP, Linux (only Red Hat supported). The product runs successfully on 128MB RAM on most systems but under XP 256MB is much better.
Client OnlyEntry Level Business PC, 256MB RAM and 100MB disk space.
Operating systems: Microsoft Windows 9x, NT, 2000, XP, Linux (only Red Hat supported).
PCServer OnlyEntry Level Business PC, 256MB RAM and 100MB disk space.
Operating systems: Microsoft Windows 9x, NT, 2000, XP, Linux (only Red Hat supported).
NT ServiceEntry Level Business PC, 256MB RAM and 100MB disk space.
Operating systems: Microsoft Windows NT, 2000, XP
The PC Server version of the application uses either a Paradox or MS Access database for its data storage. The NT Service can also use these great PC databases, but may also attach to SQL Server, or the free SAP-DB for a more robust database.