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Customer Relationship Management

Overview

crm-customer-relationship-management synergix erp system

Attain better business outcomes by attracting, nurturing and sealing transactions with your business prospects with the help of Synergix E1 Customer Relationship Management (CRM) System. This module allows you to view critical customer data and recording of opportunities for multiple product lines.  Categorizing of sales product lines will enable you to have an improved analysis of sales projections.

Keep every action recorded as the Synergix E1 ERP System can update every completed sales activity and follow-up actions. This can help the current salesperson in decision making and also for future project handovers. Have a wholesome visibility of the opportunity by capturing competitors’ information and using them to build on your sales pipeline.

Features
Stay Connected with your Prospects through CRM Module

Synergix E1 ERP System helps you attain better business outcomes through the building, maintaining and empowering of your pipeline using our Customer Relationship Management that constitutes of Sales Management, Campaign Management and Opportunity Management. The module ensures that the collection, follow-up and stage analysis of your various leads and opportunities is well managed and that all potential leads are maximized.

Capture the Right People in Charge for a Better Pitch

Tag the right people and get them on board to closing that deal. The Synergix E1 ERP System will allow the user to tag the telemarketer, sales person and sales manager for the opportunity which will provide them viewing and access rights to the information. Through this, they will be able to update any changes and keep track of all the activities done for this lead.

Save All Prospect Information for Better Analysis

Information such as employee size, annual revenue, paid-up capital, parent company and main problems can all be saved within Synergix E1 to provide insight on the financial standpoint of the company and aid the salesperson in addressing the specific ails of the prospect.

Know the Right People for the Right Actions

The pertinent contact information of your prospects can be captured in the Synergix E1 ERP System for a more audience-targeted approach of your sales pitch. Information such as name, designation, mobile and email information can all be captured and be easily referred to when making a call or addressing them.

Manage All Opportunities for Multiple Product Lines

With Synergix E1 ERP System, get accurate and easier analysis of your sales by categorising your sales pipelines for different product lines. For every opportunity created, your company can group them according to the product line, brand, and business unit or in any way definable` by your company.

Never Miss a Chance by Monitoring Sales Activities

Keep every action recorded as Synergix E1 ERP System caters to updating of sales activities done and follow-up actions suggested which not only help the current salesperson in decision making but also in future project handovers. Through the summary screen, a quick glance of the follow-up actions is easily on hand for a snappy response to the customer.

Gain Clear Visibility of Expected Profit

Closely monitor the statuses and probabilities of closing for each deal, and let the system generate reports on your upcoming individual, team or company pipelines. Synergix E1 CRM provides real-time costing of every opportunity that you are following up on. Every activity, cost and time spent on a lead can be tracked and monitored. Find out if it is still worthwhile to pursue a lead.

Get Ahead with Detailed Competitor Analysis

Synergix E1 ERP System allows you to maintain competitor information for every opportunity. Maintain up to date competitor information about the likes and dislikes of the competitor. Complete with competitor analysis for the user to identify competitor’s weaknesses and strengths and the steps needed to overcome any hurdles to close the deal.

Keep Track of Your Sales Process

Synergix E1 ERP System allows users to be acutely aware of the next action and steps to take to advance the opportunity. Be updated on the progress of a sales opportunity through a stage-by-stage sale process. Easy updating of the lead by ticking the completed phases, and having a complete overview of all the required stages to win the opportunity.

Know Your Next Step in Closing the Deal

Maintain logs of all activities taken during the course of meetings with the opportunity. Synergix E1 ERP System will maintain a record of all outstanding tasks and allows you to keep a follow-up log on the next course of action. Be updated with the latest action needed and never miss out on executing that action especially when juggling multiple leads at a time.

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