Customer relationship management system - CRM
The customer relationship management system is used as an information tool dealing with customer service and understanding and analyzing their needs.
The customer relationship management system combines marketing operations for new customers with existing customer retention operations and the development of the organization's customer base, while examining the value created for the organization as a result of these processes.
The main features of the customer relationship management system - CRM:
- Task scheduling, reminders and diary management.
- Manage and send price offers via email or SMS.
- Setting goals and monitoring the sales performance of the company's employees.
- Option to convert a quote to a draft order in the ERP system.
- A smart system for managing leads, which are received from different campaigns, and assigning them to the sales people.
- Analyzes and generating reports, such as: target versus performance, sales tracking, dormant customers.
- PUSH reports with personal timing.