PRM/CRM integration is especially beneficial for companies that make use of channels but also generate significant end-user leads. Seamless PRM/CRM integration is best completed using one integrated system. This permits all contacts to be managed from one structured database. By doing this, relationships are efficiently managed permitting extensive reporting from the highest level summaries down to the lowest level transaction. Breuer & Co.’s integrated PRM/CRM solution tackles this complex job with relative ease.
Extensive Contact Management
Breuer & Co. provides extensive contact management support for both PRM and CRM contacts. This includes software capability that dynamically displays the type and format of contact information required. Detailed contact screens are tailored to accommodate company-specific field requirements, quick access and ease of data entry. Breuer & Co. provides services to upload and update the database including:
- Address standardization
- Data scrubbing to consolidate duplicate records
- Uploading of 3rd party databases
Complex Relationships Made Simple
Breuer & Co.’s solution manages even the most complex relationships. This includes almost all aspects of the Company-Partner-Customer relationships tied together by multiple attributes and events. Some of these relationships include:
PRM - Company Side |
PRM - Partner Side |
CRM - End Customer |
|
• Co. division - employee
• Co. business - employee
• Product - employee
• Approvals - employee
• Authorization - employee
• Territory - employee
• Partner Acct - employee
• Events - employee
|
• Status - partner co.
• Accreditation - partner co.
• Benefits - partner co.
• Incentives - partner co.
• Partner co. - employee
• Certification - employee
• Training - employee
• Events - employee
|
• Product/business - lead
• Territory - lead
• Co. employee - lead
• Co. employee - events
• Partner co. - lead
• Partner employee - lead
• Partner employee - events
• Lead - customer events
|
Lead Management
Lead management is the intersection of contacts, relationships, and needs. The heart of a good CRM is knowing and managing this intersection of people and information in an efficient and quality manner. Breuer & Co. finds that each business is unique in how it manages these interactions, and therefore, the lead management system must be carefully crafted to meet specific business needs. Over the last seven years, Breuer & Co. developed a flexible and robust database platform that allows us to implement a tailored lead management solution to suit just about any CRM/PRM need.
PRM/CRM integration is especially beneficial for companies that make use of channels but also generate significant end-user leads. Seamless PRM/CRM integration is best completed using one integrated system. This permits all contacts to be managed from one structured database. By doing this, relationships are efficiently managed permitting extensive reporting from the highest level summaries down to the lowest level transaction. Breuer & Co.’s integrated PRM/CRM solution tackles this complex job with relative ease.