We are looking for a CRM system for our Swiss newspaper publisher to manage publishing customers and enable simple invoicing. A typical complex publishing invoice is not required. Instead, it is sufficient to enter fixed page sections as products (each as an advertisement and PR) and assign them to a newspaper edition. The CRM system should support collaboration between sales staff.
The software should be customizable and meet the following requirements:
- CRM for managing advertising customers, if possible with:
- Mobile apps for appointment overview
- Google Maps
- Meeting notes
- Mailing lists (so that potential customers receive the newspaper regularly)
- Telephone operators should search for interested parties, create appointments for sales representatives, and continue processing the “case” immediately after the visit (notes, send offer, email information, next contact, etc.).
- It is important that everyone has access from anywhere.
- Ideally, the contact is entered (or scanned using an app via photo recognition or character recognition). To do this, take a photo with the app (advertisement/PR article/poster) and save it to the customer file.
- Article management (invoice items)
- Simple and fast order entry for advertising customers
- Ideally, BESR* invoices can be created (possibly via customizing) - *Bank deposit slip with reference number
- Interface to accounting software
- Calendar and appointment functions
- Resubmission and reminders
- Template-based email creation (storage of print templates with search functions)
- Collaboration support
- Optional photo management for the editorial team (create image database with subject keywords, image source)
- Statistics and reports
- Web-based solution
- User-friendly and intuitive
- Fully smartphone-compatible (iPhone)
- Good support
Approximately 7-10 workstations are planned.