Abel ERP software includes inbuilt Customer Relationship Management (CRM) functionality that supports your sales cycle through stages configured to suit your business. It also supports ongoing care once your prospects become customers. Abel delivers affordable CRM to its ERP customers because CRM is included as standard in Abel ERP. Read what Australian Wool Testing has to say about Abel CRM affordability in this case study.
In this blog we’ll highlight two screens that support CRM processes:
Supporting the Sales Cycle
Because Abel’s CRM is built into Abel ERP, CRM functionality has access to real-time customer information and trading data. Abel CRM features that support the sales cycle include:
- Sales leads
- Sales opportunities
- Opportunity stages configured to suit your business
- Marketing campaigns
- Tools for managing the sales cycle
- Full workflow from CRM activity through to customer quotes and orders
The Opportunity Stages view gives sales reps and managers an overview of opportunities in the pipeline, color coded by value. It helps them understand what’s most important and what needs attention.
Ongoing Customer Relationship Management
Once your prospects become customers, you can use standard Abel ERP functionality for ongoing customer care. Standard features for customer care throughout Abel ERP include:
- Clients and Contacts
- Calendar and Events
- Messages, Notes, Emails and Tasks
- Email Interface from Microsoft® Outlook®
- Customer History Dashboard
The customer history dashboard gives an overview of recent trading activity, current orders, invoices and other data. It includes graphical views of aged balances, pay days and sales value. The lower table enables efficient order taking for repeat business. It shows items and quantities from the customer’s last eight orders.
Until next time.
Related Topics: Abel’s email interface for Microsoft® Outlook®