CRM
CRM Software
Customer Relationship Management
More flexibility in sales, more contracts won!
CRM functionalities natively integrated into the ERP solution contribute to better resource organization and improved customer relations, providing increased visibility at every stage of the sale. Thanks to the intuitive interface and high level of customization, the CRM component offers you increased flexibility in sales, helping you close more contracts by:
- Converting offers created in CRM into effective orders
- Reducing the time required for invoicing and payment collection
- Easy access to relevant and accurate sales data
- Tracking new opportunities and improving service quality
CRM & ERP SOfTWARE
Efficiently manage relationships and interactions with customers and potential customers!
Perfectly integrated with the ERP system, the CRM component provides companies with the necessary tools to efficiently manage relationships with customers and partners, as well as the various activities carried out by employees in the sales and marketing area. Here are some of the key features of the customer relationship management system:
Accessible
Integrated
Collaborative
Updated
Senior Software’s systems are much more flexible than the old software that we used. The ERP suite shows superior functionalities and allows the integration of a larger array of activities, such as sales requesting, emailing and reporting, communicating through tasks, etc. Thanks to the system being adapted to our own work flow, we started using the bidding module, we managed to include our supplying policies in the respective module’s grids, we’ve adapted all reports per our needs and we also started to keep our accounting in the same ERP.
CRM SOFTWARE FUNCTIONALITIES
Develop profitable and long-lasting business relationships with the help of CRM functionalities in ERP!
Available both from the web and on mobile, CRM functionalities natively integrated in ERP help you efficiently manage, at any time, the activities and teams in the marketing and sales area, improve customer relations and make the most of every opportunity.
- Contact Management
- Sales Opportunities
- Sales Team
- Portal Self-Service
- Marketing Activities
- Data Analytics
Efficient Contact Management
The CRM component of ERP software helps you to maintain and easily manage your database of customer and potential customer information in the most efficient way.- Quickly identify the information you need to make better decisions
- Attach images to each contact in the system
- Efficiently manage interactions and relationship history with each customer or lead
- Track offers, customer visits, sales team performance and other relevant activities
Sales Opportunity Management
CRM Software allows you to automate and optimize sales processes, including tracking and managing offers, identifying sales opportunities and converting them into sales orders.- Easily record and modify sales opportunities, regardless of location
- Create multiple offers for the same opportunity, generating sales orders and invoices directly as soon as the customer accepts the offer
- Have complete visibility into the status of each opportunity and track its progress in real time
- Prioritize opportunities with the highest potential, based on interaction history and estimated value
Sales Team Management
Employees automatically receive tasks related to potential customers and can view tasks or complete information in the mobile application at any time as new developments appear in the projects they are responsible for, and the results can be tracked in real time in ERP by managers.- You have access to contact details, centralized information about customer history and interactions with them
- You quickly view performance indicators, forecasts, offers and sales results through dashboards and reports updated in real time
- You can track and analyze the performance of sales teams based on the volume generated
Customer Self-Service Portal
The CRM component of ERP provides a portal through which customers can access 24/7 documents and information from their account regarding orders, invoices, balances and other data of interest. Through this portal, customers can:- Place sales orders directly from the portal, at any time, without depending on a representative
- Access and accept commercial offers directly, without intermediaries
- Submit service or support requests, in an efficient and easy-to-track manner
Marketing Activities Management
CRM allows you to automate marketing operations, the system includes functions for automatically sending emails and creating campaigns. In addition, the application helps you:- Identify the most profitable lead generation methods
- Create email templates for newsletters, direct messages and promotional campaigns
- Track costs and revenues related to marketing campaigns, filtering information according to prospects, leads, contacts, customers, etc.
- Monitor the entire history of a customer (prospecting, signing or up-selling)
Customer Data Analytics
CRM software provides insights into customer behavior by collecting and analyzing customer data from websites, emails, social media, campaigns, and more. The application has features that help you:- Anticipate customer needs and personalize sales offers
- Automatically store, track, and confirm customer data in a centralized system
- Optimize sales strategies and improve customer relationships
- Generate new sales opportunities for existing customers already in the system
TESTIMONIALS
WHAT CUSTOMERS SAY
Thanks to the CRM functionalities in the system, it is much easier for us to access the history of interactions with each client and plan future activities in relation to them. We also have a centralized record of clients, reports, but also data related to marketing products, as well as market requirements.”
We have reached over 600 unique clients served monthly and we are committed to providing positive experiences to our partners, and without CRM it would have been much more difficult for us to manage pricing, delivery areas and ensure the accuracy of the information we transmit to the market.
Previously, we were using an internally developed CRM application that was not integrated with ERP. Currently, with Senior Software’s CRM, field sales are transmitted to ERP in real time, which gives us transparency and helps optimize the flow.
BENEFITS
Get visibility into all relevant information for customer relationship management!
With the help of CRM functionalities in the ERP solution, the sales process becomes more organized and efficient, and internal and external communication and relationships are visibly improved. Being an intuitive and adaptable tool, the CRM component offers you increased flexibility in sales and more signed contracts, because it helps you to:
