CRM & Quoting

Customer Relationship Management (CRM) and Quoting

Ostendo Operations ERP Sales Opportunities

Customer Relationship Management (CRM)

  • Database of customers, prospects and suppliers with multiple contacts
  • Customer history notes with classifications for trend analysis
  • Store customer emails using Email Services and the Outlook Addin.
  • Operations Centre for all information about customers in one place.
  • Multiple contacts per customer record with mail merge fields. Can export to Mail Chimp.
  • Call Centre can record and manage processes to be followed;
    • Customer Enquiries
    • Sales Opportinities with Sales Pipeline
    • Customer Complaints
    • Return Merchandise Authorisation's (RMA)
    • Service Requests
  • Call Centre supports processes with follow up actions allocated to specific staff with due date/time.
  • Reminders of actions due by To Do List and email using Email Services.
  • Customer service with response time tracking.
  • Activity Calendar for appointments and meetings
  • Create new customers or prospects.
  • Create quotes, jobs and sales orders.
  • Quote follow up with reminder.
  • Create multiple revisions of quotes. All treated as one quote for quotes won/lost analysis.
  • Close quotes as won or lost with reason codes and resolution codes.
  • Quotes won/lost reporting and analysis.
  • Automatically create a copy of won quotes to retain the original quote in case the quoted job or sales order is modified.
  • Extensive sales analysis by items, item categorisations, order or billing customers, customer type, region, lead source, sales person or other user defined criteria.
  • Sales budgets.
  • Budget reporting.

Customised Options

  • Customised commission reporting.
  • Customised integration with webstore upon application.
  • Customised links to external CRM systems upon application.

Quoting

  • Quotes for sales and jobs
  • Multiple revisions of quotes
  • Quote one job to many main contractors
  • Custom products can have a unique cost and price per configuration with quantity breaks
  • Quote letter or formal quote showing single price with information or detailed pricing
  • Quote converted to a sales order or job
  • Quote lost reason codes
  • Quotes won/lost reporting

Ostendo Freeway CRM & Quoting

  • Create a sales opportunity
  • Create a job quote
  • Create a sales order quote

Ostendo Operations ERP Operations Centre