Customer Relationship Management

The COINS Marketing module fills the Customer Relationship Management (CRM) requirements of construction companies. It supports the business processes involved in the marketing and proposal activities of a typical construction company. Up to date key information relating to companies, people and projects is held in the system, allowing you to track and monitor stages in the marketing process. With COINS Marketing, you can track events, leads, and proposals and manage them efficiently and professionally. You can record details of meetings, correspondence and diary activities and share them with others within your organization. In addition, Marketing gives you the ability to define role-based steps involved in a business process via the Activity Workbench.

COINS Marketing supports key business and functional processes:

• Record and maintain information on companies and their contacts.
• Record and track leads.
• Track companies and contacts against projects.
• Track internal personnel allocation to projects.
• Track links between internal personnel and external contacts.
• Manage the project bidding process.
• Co-ordinate and manage PR events.
• Generate letters and other documents with mail merge facilities.
• Monitor the tender process.
• Perform bid win/loss analysis.
• Integration with other COINS modules.
• Dynamic reporting.