Customer Relationship Management (CRM)

BatchMaster ERP includes embedded Customer Relationship Management (CRM).  This CRM functionality keeps a complete trail of activities performed within a specific business context, for example a Customer Order.

 

Sales Opportunities incorporates a “Prospect Master” to track organizations who have not yet become customers, and these prospects are shared with the Sample Management  module (see R&D, Sample Management).  Complete tracking of Sales Opportunities is available, including Win/Loss analysis and documents.

 

Service Calls tracks all customer problems notified, solutions, expenses, and all activities in context to each issue.

 

Internal Email (called ‘FYI’) is included in BatchMaster ERP CRM, allowing users to communicate on all issues, and to generate ‘To-Do’s’ for other users to ac t on.  These combine with ‘My-Tasks’ which are accessed automatically from any screen they are set for