Core-Connected CRM

by Stefan Karlsson

What is it?

You may be familiar with how most CRMs work - whether Saleforce or Microsoft Dynamics or similar. These are usually separate from your central digital platform and digital front-end. In fact for most CRMs you need to invest significantly in integration - just to get the CRM working with your other systems.

For Affino, the CRM is the heart of the system - a single database which tracks, stores and oversees all your customers’ key activities - instantly and simultaneously across all those different functional areas. The Affino Unified Digital Business Platform in effect encompasses both the back-office and front-end of your digital business solution.

The major benefit is of course in the incredibly powerful Single User View - where you can see the complete and total value of one of your users / customers - via every contact, interaction and transaction they have with you - all from a single screen.

The Key Constituent Parts

(alphabetical)

Accounts - Companies and Organisations - Groups of Contacts, Financial / Corporate Vehicles
Bills - Incoming Billings / Cash Flow
Contacts - Prospects / Customers / Subscribers / Users - your target market/s and segments
Contact Lists - Campaign, persona, and targeting lists
Contact Notes - Contact Reports assigned against Contacts - to record contact made / discussion points, email integration
Contracts / Analysis - Sales and Service Contracts, record of dates and renewals - 12 month and 5 year contract financial trend analysis
Conversion Funnels - Conversion Events workflowed together as part of targeted campaigns
CRM Analysis - Contract and Opportunities keyline summary against Contacts and Accounts
Leads - Lead Management and Prospecting based on download tracking, and associated service providers / suppliers
On Page Feedback Analysis - Overview of Yes / No page usefulness form
Opportunities / Analysis - Opportunities Management and Overview with report and export
Order Line Item Report - Order Keyline Overview Report and export
Pro Forma Orders - Orders made on the basis of Pro Forma Invoicing, with order builder
Projects / Analysis - Vehicle for assembling Projects against Accounts and Contracts - with Notes, Project Manager, Team, Client Contact, Client Team, Project Document and Timesheets
Sales Reports - Configurable Sales Reports - by Business Unit, Timeframe, Type, Sales Team, Account Manager, Account etc. with export
Subscriptions - Online Subscriptions Management for free and paid subscriptions
Tasks - Ability to sign actionable Tasks to team members for Contacts, Opportunities, Pro Formas and more

How is it different?

The Affino Core-Connected CRM is not just wired into the system, it is the central part of the Affino. Which means that every digital business activity carried out on the front-end is immediately processed and logged against User and Account and numerous metrics and benchmarks.

You can immediately know the deep real-time details about your customer - what they are up to right now, and what their inherent value and latent potential is. It connects fully and totally with CMS, DAM, Social and Commercial functions - recording every impression and touch, every interaction and transaction.

These activities are then aggregated up to the Account (company) level, as well as Contact List / Perfsona level.

It's like modern automotive computers - which sit at the centre of the car's every function - monitoring distances, speed, internal and exterior temperatures, tyre pressure, component wear, fluid use and a variety of other metrics. Affino does all this for your digital business - where the CRM sits in the middle and oversees and controls and guides all those activities.

Sure there is a degree of configuration to be done, but it's all user configurable / settings based and all immediately available on startup. Unlike enterprise stack solutions, everything in Affino is maintained together, you need spend little or no time on actual system maintencance, and can focus more on evolving and improving your business and its services.

Serving Suggestions and Examples

You can view static screenshots of the Affino Core-Connected CRM and Dashboard (as above) and some animations on the Solution pages of this site - for obvious data and privacy protection sensibilities, some of the data has been altered; also for optimised display purposes.

You are best off here viewing a live demonstration - that alone can convey what Affino is truly capable of.

Book a Demo