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CRM

ERPro Customer Relationship Management (CRM) Module, a powerful means to handle your contact and sales management needs. With ERPro CRM Module you can organize your daily business activities easier than ever before and save time doing it. And by being organized you can establish better relationships with your customers and vendors.

Contact Management

  • Ability to define multiple contact persons for each customer.
  • Manage an unlimited number of contacts in an easy-to-use list-based view so you can quickly see multiple customers' information at a time.
  • Record and view a complete history of all customer interactions, including faxes, letters, appointments, e-mails and phone calls for easy retrieval.  Using this information you can make better decisions about what the next step should be.
  • Store all contact details, including multiple phone numbers and e-mail addresses.
  • With flexible views and column set-ups, sort your information the way you want to see it.

Activity Management

  • Close more sales and win new customers by effectively tracking all revenue opportunities from lead to close.
  • Use the CRM Activity Manager to create the activities for every new sales lead to ensure a high probability of success;
  • so you don't forget any lead or any sales step.

Written Communication

Creating professional written correspondence couldn't be easier. Use Microsoft Word to create personalized, impressive letters. Use templates to design just the right kind of letter for the situation, whether sales, or contracts. If you're sending just a few letters or a mass mailing campaign, each letter is just as personalized as you want. Insert any contact information into the letter and you can use graphics too! Have some documents you already use? No problem. Just add the fields for ERPro CRM, and use them without retyping anything!

No time to design ? No problem. ERPro provided standard templates for you so that you can print letter at once.

The following standard templates are provided:

Customer

  • Acknowledging an Inquiry with Enclosed Catelogue
  • Acknowledging an Order
  • Acknowledging of Business Enquiry
  • Adjustment of Goods
  • Bounced Check Letter
  • Change of Address
  • Collection Letter
  • Confirmation of Appointment
  • Delivery Note
  • Follow up Letter where no sales was mode
  • Informing Price Increase and Promoting Existing Goods
  • Offering Free Demonstration to Customer
  • Refusing Shipment
  • Stock Take Notice
  • Tanks for customer interest

Vendor

  • Inquiry about Business Visit
  • Inquiry on Products

Outlook – Pocket PC Synchronization

Do you need to have your contacts and calendar on your Pocket PC? With the ERPro Outlook interface, Customer Contacts, Vendor Contacts, Appointments, Emails and Tasks can be export to your Microsoft Outlook. This means you can synchronize your contacts, calendars and tasks with the Pocket PC, Palm Pilot and Blackberry devices. No need to call into the office for a phone number while you're out on the road.

Attachments Manager

You can attach graphic files (*.bmp,*.gif, etc), sound files (*.wav), spreadsheets, or virtually any other file to the attachments tab. Any time you want to view a certain file simply click on the line to view the graphic or hear the sound file.  Perfect for scanned images (e.g. name card) exported as graphics!

Company Library 

With ERPro CRM Company Library your electronic documents (literature, whitepaper, FAQs, thank-you notes, brochures, - whatever your team needs - etc.) are organized and accessible, plus easy to view and distribute.  

  • Store all your documents (including PDF and image files), marketing collateral and a portfolio of customer references in a central location.

  • Quickly access and e-mail your documents to your customer right from the Company Library to standardize your communication.

Reporting and analysis

Analyze your leads, sales, and marketing so you can concentrate efforts on the strategies that are delivering results!

Integrate with ERPro Sales, Inventory and Accounts Receivable Module

  • Answer inquiries faster by quickly looking up a customer's credit limit and balance details.
  • Service customers more effectively by viewing a complete history of all Quotations, Sales Orders and invoices.