Customer Relationship Management (CRM)
Key Benefits of Customer Relationship Management (CRM)
- Improved Customer Service and response through real-time retrieval and dispensing vital customer data such as, order details, shipment data, warranty info, invoice, product query etc. to customers.
- Improved Lead Management by tracking lead-data from customer interactions and responses, form fills, calls, emails, social media accounts etc. and qualifying them into High Quality Leads (HQLs).
- Improved Sales Numbers through comprehensive information on High Quality Leads (HQLs), repeat order, total number of leads etc.
- Improved Post-sales Customer Service with the help of real-time and mobile access to customer-buying data, product & warranty details, configuration, price, order details, shipment details etc.
Key Features of Customer Relationship Management (CRM)
- Manage comprehensive prospect and customer information to ERP’s centralized database.
- Maintain customer call details, meetings, tasks, interaction notes, and appointments.
- Create and maintain customer quotes data for prospects.
- Create quotes for prospect without establishing a customer master record.
- Access customer quotes, inventory details, contact listings, order details, warranty in real-time from any hand-held device and browser.
- Track sales pipeline data from the Request for Quotation (RFQ) stage to sales order confirmation to production and customer delivery.
- Publish and access appointments calendar on sales personnel’s smartphone.
- Schedule meetings, appointments and demos with prospects.
- Maintain data on follow-up calls, sales calls, cold calls to prospects.
- Send email campaign blasts to contact listings and track responses.
- Track and maintain support calls, customer issues, warranty details, and service requests.
- Seamless flow of data due to integration with Inventory, Shop Floor, Bill of Materials, Order Management, Invoices, Shipping and RMAs.
Our Customers are Our Purpose and Our Strength
We’ve lowered lead times and reduced our costs across all four profit centers. The system essentially traces each job from the initial quotation entered in its CRM module through the manufacturing cycle, into the warehouse, out the door and into the billing process. PowerERP does everything we need to operate our business, from shop-floor to front-office.”
If we want to know anything about production, sales, a particular job, maintenance on a job or raw material costs on a job we only have to go one place to look for it. That’s powerful.”
With the capability of handling complex pricing, for instance, I was able to handle various pricing types that are unique to a distribution environment. Using Point-of-sale hand-held applications, order processing has cut down the time it takes for us to replenish shelves at supermarkets. These improvements have translated into increased sales. “Getting our sales and inventory data used to be a nightmare, and now it is clean and easily accessible”.
FAQ
Sales Management in OmegaCube ERP automates and streamlines end-to-end sales workflows such as Order management, Quotation & Estimating, Customer Relationships, and billing. Through advanced capabilities such as CRM and EDI, sales management module helps manufacturers to improve customer response, order efficiency, and order tracking from order placement till customer shipment.
Order Management in OmegaCube ERP helps manufacturers to get a real-time view of their sales orders from various sources such as, website, e-commerce, cold calls, incoming enquiries etc. It automates order management workflows and helps them to improve customer response, service efficiency, supplier relationships and eliminate manual methods/paperwork.
Service Management in OmegaCube ERP enables manufacturers to improve customer satisfaction and loyalty through efficient, proactive maintenance and services to customers. Through various service & mobility tools, manufacturers can efficiently plan, schedule and conduct product services. This reduces overall service cost for customers and improves cash flow for manufacturers.
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