Customer Relationship Management (CRM) and Quoting
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 commission reporting.
- Customised integration with webstore upon application.
- Customised links to external CRM systems upon application.
- 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