Customer Relations Mgmt.
abas ERP’s CRM tool gives you an easy way of tracking information about customers and prospects by storing all of your data in one central place: the CRM workbench. Rather than separating the various functions offered in CRM, the CRM workbench consolidates your reports, activities and information into one place. This removes the hassle of having to navigate from one CRM function to the next, giving you easy access to the information you need.
The CRM functions in abas ERP ensure that all relevant information is available centrally for you at all times, including contact details, sales processes, notes, tasks, documents and correspondence data about prospects, customers and associated procedures. This ensures optimal communication with your customers from initial contact through after-sales support. You also have the option of linking your phone system to the customer data records through Computer Telephone Integration (CTI). Mobile sales offers a range of CRM functions for when you are out and about.
CRM is a fully integrated part of abas ERP that enables direct access to all relevant customer-related information and activities, including quotations, orders, invoices, outstanding items and service requests. You also have access to archived customer and order-related documents in the abas document management system (DMS). As a result, important information is at your fingertips at all times.
From opportunity to order
abas ERP supports the entire sales process, helping you convert sales opportunities or prospects into orders. Through sales activities, you can further specify and consolidate your opportunities. In sales where you already know the required products and quantities, abas' pricing functionality comes into play. Quotations can be automatically generated based on a sales opportunity.
The customer file
By putting the customer first the customer file helps strengthen your customer relationships by giving you full knowledge of all interactions with that customer, allowing you to give them completely personalized service. The customer file records all of the important activities relating to a customer or prospect. You gain a 360° overview of your relationship with the customer, with direct access to all associated activities, information, appointments and documents including sales, outstanding items, open activities and tasks. Notes, archived documents from the document management system, service equipment and ongoing service activities are also available in the customer file. Displaying opportunities and quotations in chart form provides data visibility and highlights sales potential.