CRM integrates functions for lead and contact management,
marketing and customer service with other areas of PowerERP.
A broad range of tools are provided for helping the sales
staff in managing customer relations and activities. Using
a set of pre-sales actions, sales personnel can schedule appointments,
log inbound and outbound phone calls, assign critical tasks,
and obtain an overall view of the activities planned and taken
for a particular prospect or customer, with the ultimate goal
of winning new business profitably.
This module facilitates the marketing and sales processes
while conveniently providing management with compiled data
as a basis for decision making. It helps sales teams track,
manage and execute activities that are important to securing
sales opportunities and keeping existing customers satisfied.
Selection and marketing campaigns are made easy, so the marketing
department can quickly and smoothly identify and communicate
with customers. Tools that track progress and view business-critical
information give management the complete picture.
CRM also provides means for managing the customer base after
sales are made, by tracking service contracts and information
about units installed at customer sites.
Key Features:
Central Contact Tracking -- Centralized tracking of
all customer contact, notes, activities and follow-ups,
regardless of where or how the information or activity
was initiated
Complete Visibility of Prospects and Customer Data --
Integration of ERP generated information to provide centralized
visibility of sales orders and quotes, sales history,
credit and collections, pricing and production processes
Integrated sales management functionality to track sales
opportunities for both existing and new prospective customers
Opportunity Management -- Customizable screens and data
formats to tailor the CRM application to provide the information
and support the business processes required within your
organization
Central Correspondence Tracking – Integrated tracking
of mail merge documents, product literature and email
in one central place
Flexible Reporting -- User-defined reporting tools to
access and format customer, sales and marketing information
as required
Customer
Quotes
With PowerERP, we are able to improve lot traceability and quality tracking. This has enabled us to achieve our TS 16949 objectives easily.
