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Customer Relationship Management (CRM)

CRM systems for marketing help the enterprise identify and target potential clients and generate leads for the sales team, Everything you need to know about a customer or prospect - from order history to work in progress to credit rating and payment status - is instantly available from CRM

CRM Features
· A key marketing capability is tracking and measuring multichannel campaigns, including email, search, social media, telephone and direct mail 
· Single point of entry to access all of the key information for your customers, prospects, and vendors including:

o Contact information
o Events
o Opportunities/campaigns
o Open sales orders, open shipments, sales history, work orders
o Service requests
o Website information
o Map of the billing address
o All notes
o To-do lists
o Email history

· Ability to create quotes and sales orders from an opportunity
· Extensive searching capabilities
· Reporting
· contact management screen includes prompting for all daily events including customer follow-up, sales campaign management, letter creation, labels, and email
· Extensive prospect management including sales funnel with reminders.
· Forecasting
· Integrated with customer service screen which includes open orders/shipments/accounts receivable, order status at shop level.

Through to use CRM, employees can:


· Access all customer information, including job title and function, multiple email accounts, multiple contact numbers, and more.
· Track new sales tied to a prospect or a customer, forecast the sale close date, or research the sale dollars, type of sale, and ship date.
· Drill down to access financial information, such as payment history, credit limits and days outstanding.
· Document customer preferences, quality issues and other information vital to building strong customer relationships.

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