Customer Relationship Management for Cetec ERP
CRM and sales management functionality is fully integrated, so there is no duplicate data entry, no integration difficulty, and no additional cost/project headache.
- Log phone calls, emails, or “touches” on leads; set reminders on any followup notes logged.
- Send reminders to your own email/calendar account and automatically create calendar reminders to remind you to follow up with the lead.
Custom Lead Pipelines
- Lead funnels track the progress of your lead from lead generation to closure and conversion; you may assign the lead to other personnel in the sales department at any step along the lead cycle.
- There are five default lead states which your lead will pass through during its entire lifecycle: inactive, pending qualification, development, quoting, and customer. You may customize your own lead stages to model the lead funnel based on your own unique sales process.
- Pipeline reporting — track lead conversion probabilities, dollar values, and estimated conversion dates for a realistic forecasted pipeline of upcoming sales and respective dates.
Customer & Contact Management
Maintain customer account and contact information, log customer interaction in the knowledge base, set follow-up reminders with email invites and calendar event creation, sync new and current customers with Cetec ERPs lead system, jump to and from related customer objects (associated, quotes, orders, invoices, production requirements, etc.), and more.
Customer Case Management
Track customer issues, complaints, and satisfaction cases; enforce consistent follow-up on customer complaints to deliver actions unto resolution of customer open cases
Full suite CRM and sales management tools are integrated to the core Cetec ERP platform, so there is no duplicate data entry, no integration difficulty, and no additional cost/project headache. CRM capabilities in Cetec ERP include customer management, contact management, lead management, lead workflow and stages, lead funnel reporting, lead followups/notes, lead followup reminders with Calendar integration, lead pipeline reporting based on conversion probability, net potential sale, and estimated conversion date, opportunity/pipeline tracking, and more.
Last Touch Reporting
Create a list of follow ups sorted by “last touch” to stay in close contact with your most active leads.
Mobile Access & Field Service
- Outside sales representatives can login from anywhere to the Cetec ERP cloud and check customer account status, generate quotes, check inventory information, and more
- Cetec ERP’s cloud deployment means your off site field service representatives can login remotely from anywhere, clock time to jobs, check order statuses, issue invoices, i.e. anything within the ERP system can be performed from the field with zero setup; all you need is a web browser on your mobile tablet or smart phone
Sales Management & Quote Tracking
Track summary and details on the quoting activity and efficiency of your sales team; analyze lost and won business; chase higher profit business; track high performing sales personnel.