Contract Management with RedHorse CRM
How do you win more bids, close more deals, save time, and make more more on the jobs you take?
Businesses that require or regularly manage a number of contracts can count on RedHorse CRM's business management software to streamline the process. Many businesses employ the use of this built in module to monitor, manage and update the contracts that they hold on a regular basis. Whether they are Term or Evergreen contracts does not matter, you are in total control.
When companies use this module, they are able to greatly improve not only the effectiveness of their business, but also to manage and improve the integrity of the business. A business that manages its contracts successfully is one that can count on long term results from satisfied clients. RedHorse CRM's Contract module helps many businesses to do this.
Some of the Benefits of RedHorse CRM include:
Customized Fields:
This allows the contract module to be specifically tailored to the your use and needs. It is often customized to insure that the system allows for correct data capture in customized fields, especially those specific to your business.
Customized Reports:
Your business is able to create and select the reports you need to provide the information required in reaching the goals. For example, your company may want to pull reports on contract expirations, or the status of a particular contract. Time spent to date or milestones reached, resources spent or required either individually or company wide. The RedHorse CRM software allows you to make this information avaliable when and where it is needed. Without this integrated system, it may take looking up each service contract individually and making adjustments.
Inline Calendar Management:
Contracts often have various dates in them. This integration with the other parts of RedHorses CRM can help to maximize your business's effectiveness and its ability to maintain contract dates by alerting users of any contract obligations due. This feature allow everyone to communicate together, even though they may be located in various locations around the world.
Email Alerts:
When terms are up or when there are other important factors regarding the contract, email alerts can be sent to alert those who may be required to handle them. These alerts can be in use as a communication device, a reminder service and much more. All automated by the RedHorse CRM system to manage, maintain, and provide top level customer service to your customers
Tasks and Milestone Management:
One of the best features RedHorse CRM offers is the ability to manage tasks and specific milestone requirements. Task management may include each task detailed, information on who is handling it and the stage the task is at. Milestones help to insure the project stays on pace for completion on time. Management can track this tasks and milestone with visual tools that instantly let you know, where you are, what is done, and if it in or out of estimations. Any help desk or project related tasks can be instantly applied to and billed against a contract.
Financial Tracking:
Contract managers also need to focus on the actual financials of the contract. This includes the financials for the business, such as how much has been collected on the contract, what is owed, what expenses have been paid and so on. RedHorse CRM helps keep the business organized when handling even the largest, most complex projects, service level agreematent and other contract types.
Pricing and Budget Management:
With the use of RedHorse CRM for this, the budget can be easily managed. It can keep track of all costs associated with the contract itself. It can send alerts when specific requirements have been met, change orders submitted, or when the contract status has changed. Many of the functions help companies to create estimates for the services provided, templatize the offerings and automatically renew expiring contracts too.
One of the key factors that RedHorse CRM offers is a central location for storage of all documents relating to the contract. This includes scanned images of the contract, all related paperwork, and any amendments to the contract. This includes all pending and historical activities related to the contract.
This keeps the process organized, and helps the company to manage contracts more efficiently. It may take some time to determine the best use for this module for your needs, but RedHorse CRM provides easy organization and management of your current, older, and forthcoming contracts. For most companies record keeping needs, RedHorse CRM simplifies the process considerably.
To see how RedHorse CRM can help your company with a better Contract Management Solution.....
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
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