Priority Software ERP | CRM Overview

CRM Overview

Priority's comprehensive CRM includes two central components: 
  • Marketing automation to manage overall marketing activities 
  • Sales Force Automation (SFA) to manage sales reps and channels
Further, users can enjoy the convenience of these CRM modules: customer lifecycle management, everything from lead generation to price quote and sales order recording, shipments, receipt of payment, service center call management and repeat orders, where applicable. Priority's CRM also enables users to track sales performance and order management and generate uniquely detailed customer data, such as finances, logistics and operations and these module highlights:  

Lead Management 
Lead qualification according to region/qualification directly to appropriate sales rep; tracks progress using Priority's built-in Business Process Management (BPM) tool

Opportunity Management 
Priority BPM effectively tracks timelines, including follow-up of opportunity-related tasks, in accordance with an organization's opportunity management policies

Account Management
Comprehensive, holistic view of customer all on a single platform, including contacts, tasks, sales ops, quotes, order backlog, shipping and invoicing, payment/billing status and aging

Sales & Order Targets
Create a target hierarchy for sales reps, rollup through region level and higher
Target & Forecast Analysis - Effectively analyze and approach sales pipeline ops according to region, timeline, rep, product suite, quantity and other factors
Marketing Campaigns - Create, manage and measure effectiveness of marketing campaigns to choice market segments

Reporting & Charting Tools
Use Priority's selection of built-in Wizards and Standard Operating Procedures (SOPs) to develop and customize dashboards, reports and charts; users can easily configure their home page with optimal dashboards to suit needs/roles/responsibilities, including the system's integrated Business Intelligence (BI) tools to analyze/review customer data