CRM Overview

CRM is a customer relationship management solution that provides an efficient method for managing the entire sales process within CloudSuite Industrial, from customer lead origination and sales opportunity tracking through converting prospects to customers and placing the order.

The features in CRM provide an integrated solution between your front and back offices. It delivers productivity gains by streamlining sales and customer service processes, decreasing the cost of sales and cost to serve, and ultimately increasing revenue.

CRM allows you to manage your marketing, sales, order, contact, and customer management activities:

• Marketing: Using the Opportunities form, your marketing organization can track all elements of a marketing or sales campaign, including its effectiveness. You can also manage all tasks associated with an opportunity using the Opportunity Tasks form. Use the Competitors form to keep contact information and basic company information of your competitors. Create campaigns with the Campaigns form, and add items to the campaign with the Campaign Items form. Use the Campaign Types and Campaign Statuses forms to add further detail to your campaign.
• Sales: Using the Prospects and Leads forms, your sales representatives can assist prospects and customers from initial interest through order placement. They can quickly convert a prospect to a customer. All associated information is automatically transferred to the new customer and opportunity records. They can also organize prospects and customers by Territories. Use the Sales Teams form to create and manage sales teams for customers, prospects, and opportunities. Use the Sales Contact Interactions form to keep track of communications with sales contacts. The Sales Contacts form allows you to keep basic information on your sales contacts. Use the Sales Forecasts form to keep track of sales forecasts and the Add Opportunities form to add opportunities to a sales forecast. Create sales periods with the Sales Periods form. The Prospect Interactions form and Customer Interactions forms allow you to keep track of communications with prospects and customers.
• Order Management: The Opportunities form also allows you to track estimate orders assigned to prospects or customers.
• Customer and Sales Contact Management: On the Customers form, CRM tab you can maintain territory information, the SIC code, company revenue and number of employees for each customer. You can also cross reference your sales contacts with customers and prospects.