Customer Relationship Management
From the lead to the deal
Follows the customer before they become one: leads and campaigns, opportunities on a staged board, a study of the customer's request that ends in a quotation, and the rep's activities and visits in their day and calendar.
Key capabilities
- Leads: import from Excel, duplicate detection, assignment rules to reps, and qualification then conversion into a customer and an opportunity
- Marketing campaigns and lead sources
- Opportunities and the pipeline board with its stages, loss reasons and competitors
- Customer request study: existing and new items and services, pricing requests to purchasing, then the quotation in Sales
- Activities, visits, routes and calendar, and a "My day" board for the rep with one daily task and reminders
- Account 360: everything about the customer — opportunities, quotations, orders, invoices and activities
- Transfer of customer ownership between reps, and a visibility scope for the rep and their team
- A CRM indicators dashboard
Other programs
Purchasing
Suppliers, requirement lists, RFQs, purchase orders, invoices, returns and order expenses.
Production
Bills of materials, work centers, routings, production orders, batches and scheduling.
Maintenance
Asset register, maintenance requests and work orders, faults, inspections and preventive maintenance.