Legrand CRM is a customer relationship management system that helps you to understand and grow the profitability of your business no matter what size
your business is. At Reboot Ltd, we offer you expert technical and marketing advice to get the most from your Legrand CRM system.
   

 

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Reboot Ltd

 

ADDITIONAL FEATURES

Group your contacts by almost any criteria, whether it be by town, type of industry, product, warranty expiry date, or newsletter mailing list

Within Legrand there exists a variety of ways to sort and group your contacts, including the use of Keywords.

A keyword is a tag that is used to identify groups, provide a mechanism to create overlapping groups and simplify retrieval of those groups. Legrand CRM has a separate list of keywords for companies and contacts with each keyword being entered by the user.

A simple rule is, if a company needs to be in more than one group, then using keywords is the best solution. An example of an overlapping group is: companies that use both Product X and Product Y (and possibly many others) - both keywords can then be applied to those that use both.

The ability to attach many keywords to a single company or contact gives the keywords system considerable flexibility. Keywords also provide a powerful method of creating custom contact lists for marketing purposes.

 
Communicate with your customers and suppliers on a regular basis using effortless mail merges and emails

Legrand uses Microsoft Word for letter and report templates, and HTML for email templates.

Right clicking with your mouse on a contact or group of contacts brings up a menu of options for communicating with your customers. You can:

  • Merge a document or fax to the selected contacts
  • Send personalised emails
  • Print envelopes and labels
  • Export a list
  • And more ...
 
Easily protect the integrity of your data.

Legrand's user rights allow you to limit the access of users within the database, as well as keeping an audit trail of who and when the last change was made to a record.
 
Quickly find the information you're looking for

A number of search functions exist within Legrand, including QuickSearch.

As its name suggests, QuickSearch enables fast retrieval of information and requires only a simple right mouse click on almost any field in Legrand CRM.
 
Share up to the minute information with members of your sales team or management using laptop synchronisation.