B2B Data Management
Rubi is the ideal Customer Relationship Manager (CRM) solution for business that provide B2B services as it includes all of the tools required to effectively manage data for Companies, Contacts, Sales, Interactions and more all in one easy-to-use system.
Most of our B2B customers find that there is very little or no requirement at all to further customise Rubi to meet the needs of their unique businesses. Rubi was designed to capture a vast amount of company specific information and is flexible enough to further customise with additional fields and functionality if required.
In addition to Rubi’s Company and Contact data management tools, Rubi also includes robust reporting and marketing tools so our customers can easily export data and build targeted marketing lists for e-marketing and other promotions.
Some of the features available with Rubi include:
|Company Data Management||Contact Data Management|
|Customer Tracking & Administration||User Tasks & Alerts|
|Sales/Pipeline/Renewals Management||Accounting System Integration (Sage, Xero)|
|Interactions/Engagement History Tool||Export Documentation Module|
|Events/Training Module||Bookings Module|
|Automated E-Mail Scheduler (for bookings)||Flexible Search Functions|
|Custom Report Builder||Template Generation|
|Email Marketing Integration (MailChimp)||Bulk Contact Tool|
|MS Outlook & Excel Integration||User Permission Settings|
Click here to view Rubi features and learn more about why Rubi is the preferred CRM solution for B2B organisations.