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electronic Concierge Resource Management - eCRM3  
     
 

Our proprietary management technology - eCRM3 - is designed to schedule, track and manage all Customer Relationships, Concierge Resources and Customer Requests while dramatically improving your productivity. Never miss or forget another call, event, detail or request. With your eCRM3 system you now have the tools available from any computer, Palm, Blackberry or anyplace with an Internet connection.

eCRM3

Concierge Relationship Management

  • Customer and Contact Information
  • History and Notes
  • Family Information and Preferences
  • Birthdays, Anniversaries
  • Notifications, Reminders, Notes and more

Concierge Resource Management

  • Managing People or Teams (assignment and confirmation of tasks)
  • Key Date and Event Reminders, Recurrences
  • Vendors, Time, Equipment
  • Library and Knowledge Base

Concierge Request Management
Details of every request you get.

  • What it is
  • Who it's for
  • When it's due, who it's assigned to
  • Confirmation of assignments, email communication
  • Calendaring, Scheduling and Notes
  • Time Tracking
  • Request Status and Categories

"Using this system reduced my data entry and improved my efficiency by about 45%!"
JS, Hospital Concierge

Training and Support

Designed to make using our systems easy to use and understand. There is no time lost, because our systems are seamless to adopt, we build solutions for your business through webinars, on-site training and on-call telephone or internet based programs.

You will learn the fastest and easiest ways to streamline your business. How not to lose or forget things, know exactly where every piece of information is, and be able to access it-fast.

Support and on-call assistance is included in all eCRM3 packages.

Your Personal Concierge Portal, at a single glance:

  • Your Personal Calendar (daily or by the week)
  • Customer Request Schedule
  • Address Book, Files, Tasks, Mailing Lists
  • Fully customizable Views and Access include:
    • Email, Google, Driving Directions
    • Word of the Day, Inspiring and Motivating Thought For The Day

Licensing: Multiple Licensing Options. Call for licensing, training, coaching and Concierge Boot Camp options 303-295-3064.


Report Samples

The reports to manage your time and improve your program. A complete package of real-time, customizeable reports in both graphic and chart form.

Who Is Using The Service - Hospital Sample

 
Category Number of Tasks Percentage
Administration 160 6.53 %
Management 95 3.88 %
Nursing 1925 78.6 %
Other 25 1.02 %
Patient Requests 15 0.61 %
Patient Care 55 2.25 %
Physician Requests 9 0.37 %
Support 164 6.7 %
Corporate 1 0.04 %
Total 2449 100

Type of Request - Hospital Sample

Type Number of Tasks Percentage
Automotive 366 14.94 %
Delivery 256 10.45 %
Dry Cleaning 87 3.55 %
Film/Photographic 29 1.18 %
Mailing/Shipping 52 2.12 %
Miscellaneous 205 8.37 %
Pick-ups / Drop-offs 212 8.66 %
Research 77 3.14 %
Shopping 1104 45.08 %
Notary 29 1.18 %
Personal Services 5 0.2 %
Tickets 21 0.86 %
Wait For 1 0.04 %
Housekeeping 1 0.04 %
Restaurant Reservations/Suggestions 4 0.16 %
Total 2449 100 %

Additional eCRM3 Benefits: Run your company better, manage your time better - make more money.

Day Timer, Scheduling and Calendars: Keep track of all events, plan meetings and invite (and confirm!) participants, and share calendars. Important events tasks and requests never fall through the cracks.
Customizable Reports: Help manage your time by tracking who is using your services, what they are using and for how long. See where you are spending time.
Secure email:
eCRM3’s secure, world class virus protected, spam filtered email system.
File Sharing and storage: Easily share files, safely and securely, with the people you want.
Sales Management: Streamline interactions with customers and prospects; starting from prospecting and sales continuing through to post-sale and support.
Mailing List Management: Create individual or shared Mailing lists to send broadcast email announcements to groups of people such as customers, vendors, prospects, employees, boards, shareholders, and others.  Publish company news or announcements, events or other information to anyone you want.
Knowledge Base: Create an on-line knowledge base to reduce the burden of supporting employees, customers, partners or others.
Sync your eCRM3 tools with Outlook, Outlook Express, Palm and Pocket PC.

Lowered Operations and Maintenance Costs. Because it is on-demand it means lower operating costs. There is no need to invest in buying, installing or maintaining hardware and software.
Controlled, Secure Access. Instantly and securely make critical data available to desired individuals, at any time, regardless of location.  All you need is an Internet connection and a web browser.
Cost-Free Scalability. eCRM3 scales with you.  Companies often struggle with growth, especially in IT.  With eCRM3 there is no need to purchase new hardware of software.  Your eCRM3 system easily scales with you as you grow so acquisitions and new hires don’t create a burden.
Streamline Your Operations.  All the software you need to run your business efficiently is now available instantly.  Pick and choose the applications that you need to streamline, standardize and improve communications and processes throughout your organization.
Instant Deployment.  With eCRM3 the expense and complexity of implementation are reduced to virtually zero. All you need to do to begin using your software is launch a web browser.

Extreme Affordability
.  For just pennies a day it’s easy to see why eCRM3 can save hundreds or thousands of dollars a year in TIME, licensing fees, hardware, system support (IT) and end-user management.


 
 
 
 

Concierge Resource has customized its CRM solution to mirror our unique business processes. Through our proprietary eCRM application we better control information management and data collection to improve operations and results through customized reporting. Furthermore, customization initiatives promote data integration from our vendors, other third-partys and customer-facing groups, thereby contributing to a 360-degree view of our customers.

 
     
     
TESTIMONIALS  
     
 

I know several people have asked recently about what type of tools are available and I wanted to reply with a suggestion. Try eCRM3 from Concierge Resource. This really is an awesome tool, I use it and love
it. It does all of your Customer Relationship Management, Concierge Request Management and Concierge Resource Management. They have webinars about our industry and the systems that they have developed. Kelli Barr, At Your Service - Concierge & Errands, Inc.

The eCRM³ system that has been customized by Concierge Resource for the Concierge industry is awesome! It is an extremely efficient resource and time management tool for all concierge companies.  It provides one place to track everything about your clientel. The system allows you to record phone calls, meetings, errand details and customer information and so much more. It only requires one look up to find and track everything about your customer. It will save you hours of administrative work and allows you more time to focus on your customer.

The system is user friendly and you can easily tweak it to meet your specific needs, but considering that it was developed by someone from our industry, I can't imagine what else you would need to change.

Along with owning a concierge company, I have an IT background. I can address the technical expertise, security and user friendly ease of this system. This system is excellent and is on the cutting edge of technology. The web based availability makes this system portable, flexible and ready to go whenever you are. You no longer have to be "in the office" to access customer data.  

I highly recommend this system to all concierge companies.  You wont go wrong. This system is an asset to you and your clients.  MJ, Your Professional Helper

 

 
     
 
       
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700 Kalamath Street
Denver, CO 80204
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