Customer Resource Management

For Sales

Any business tool is more that much more valuable when it guides our actions and reactions towards better business decisions. As such a CRM module that is tightly knit with your ERP tool is a vital element for customer prospecting and retention.

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Key benefits:

  • Simple, intuitive, easy and user-configurable setup for prospecting and opportunity follow-ups.

  • Be pro-actively alerted and notified about key leads, high value opportunities and win/loss ratios.

  • Prevent multiple customer record creation for the same customer diluting your database by auto- check for duplicate records.

  • View prior R2 customer quotes and reservations for repeat orders.

Collecting information is a basic software functionality that most softwares cater for. It is how that data is presented and the insights it provides to enable fast, informed decisions that will hugely differentiate your operations.

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Additional Resources

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