CRM for SYSPRO

 

Overview

 

To extend the benefits of the SYSPRO enterprise system by supplying all the key components of customer and supplier management in a single module that seamlessly integrates to back office accounting and ERP   functionality, as well as Microsoft front office programs.

 

Sales Features

• Manage sale opportunities
• Create and link opportunities to specific accounts
• Define unlimited number of fields/forms/folders against opportunities
• Maintain a complete history of activities with unlimited notes
• Create and link appointments, tasks and activities
• Execute graphical sales pipeline reports in real-time based on user-defined metrics
• Track key sales milestones
• Utilize sales process management features
• Analyze competitors, buying issues and project trends
• Store knowledge base of competitor information
• Produce sales expense and win/loss analysis
• Extensive reporting capabilities

The Value of CRM for SYSPRO

• Enterprise-class functionality that is feature-rich and easy to use
• Real-time integration to SYSPRO ERP
• Extensive customization capabilities without programming
• Easily customize dashboards by user or department
• Extensive tools for administration and security
• Quick ROI with rapid implementation & training
• Implement automated processes to match business requirements
• One solution supports sales, marketing, service, fulfillment and accounting

Marketing Features

• Established campaign records for unlimited user-defined campaign types
• Define unlimited number of fields/forms/folders against campaigns
• Create and link appointments, tasks and activities
• Attach unlimited documents of various types
• Track estimated budgets and actual expenses
• Link account responses and opportunities
• Generate revenue forecast
• Illustrate real-time profitability analysis
• Execute Email or fax broadcasts and direct mailings

Service Features

• Establish user-defined Service Level Agreements per account
• Affiliate and track user-defined warranty programs for inventoried items
• Log and track service tickets for specific accounts related to serial or lot traceable items
• Route and escalate reported service tickets automatically based on defined rules
• Create and link appointments, tasks and activities to service tickets
• Define unlimited number of fields/forms/folders against service tickets
• Maintain a complete history per service ticket
• Populate and utilize the natural language knowledge base
• Perform extensive searches for problem resolution’

Integrated Accounting

• Combine prospects with SYSPRO customers and suppliers in the same CRM database
• Convert prospects to customers or suppliers directly from CRM
• Synchronizes accounts, contacts, phone numbers, bill-to and ship-to addresses
• Queries the SYSPRO accounting database real time from CRM
• Produce quotes and purchase orders in real time
• Create SYSPRO sales orders directly from CRM
• View accounting activities directly from account records
• Accesses rights-based, field in screen level security on accounting functions

Other Key CRM Features

• Fulfillment - a feature-rich literature inventory and mail request management system
• Reporting - a comprehensive built-in report writer for generating and executing internal and external report
• Executive view - provides graphical views of Sales and Opportunities and Service Tickets for high-level analysis

Integration

• SYSPRO CRM integrates with SYSPRO Accounts Receivable, Accounts Payable, Sales Orders and
• Quotation modules
• Bi-directional synchronization with MS Outlook
• Synchronize remote/off-line databases