A CRM software system stores a lot of information – the business capital. Of course, it is also important for that information to be quickly and efficiently retrievable when it's needed. On the Internet it's easy: you load a search engine and type in the right word or words, and you expect to find the link to the correct information among the first five or ten hits.
Search engine for contact data
The same flexibility can be expected from a CRM software package. Archie CRM's search functionality works just like an Internet search engine, with highly reliable hits. Highly specific search queries are also supported, for example to find the correct email address to go with the correct person, or to find hits within documents, spreadsheets or PDFs. This makes it possible to respond to customer inquiries, verify quotes or agreements, or request the correct business information.
Being able to quickly reference prices that have been agreed (rather than having to "call back in 15 minutes to have a quick look for that quote") makes a professional impression. Using Archie's search module, it's easy to find the right information during a phone call.
Quickly the right information available
The combined search functionality provides an efficient whole. In the organization record, there is a quick search feature for finding contact information, or, e.g., more contacts within the same city or the same multi-tenant building. Using combinations of words, the Internet search method can be used to find the right email, draw connections or request background information.
Everything that's put into the database can easily be retrieved back out of it.