Customer Relationship Management (CRM)
Manage customers, leads, opportunities and sales activities through an integrated CRM solution.
Manage the Customer Journey
The CRM module helps businesses manage customer relationships from initial contact through sales opportunities and ongoing customer activities.
Customer Management
Maintain customer profiles, contacts and customer information.
Lead Management
Capture and manage potential customers and sales leads.
Opportunity Management
Track sales opportunities through different stages of the sales process.
Sales Pipeline
Monitor opportunities and sales activities across the pipeline.
Activity Management
Manage calls, meetings, follow-ups and customer activities.
Customer Service
Maintain customer interactions and support information.
CRM Flow
CRM + Supply Chain + Finance
The CRM connects customer orders with Supply Chain, Inventory / Delivery and Finance, demonstrating that CRM is not isolated from the rest of the business.
Benefits
Centralized Customer Information
Keep customer information in one place.
Better Sales Visibility
Improve lead, opportunity and sales pipeline visibility.
Connected Business
Connect sales with operations, Finance and Supply Chain.