Our CRM customisation provides Customer Relationship Management (CRM) integrated with Ostendo Operations (ERP).
CRM Integrated with ERP
The “C” in CRM, stands for Customer. So why do so many CRM software systems focus on Prospects? And then maybe add on an accounting link as an optional extra?
Many CRM systems stand alone and are disconnected from the actual sales data of your customers because they cannot access your invoicing system.
Our CRM customisation interfaces with and uses the customer information and sales data already in Ostendo Operations (ERP) so you can manage your "Customer" relationships not just your prospective customers.
This empowers you to improve your sales through communicating with your customers using targeted direct marketing based on RFM principles (Recency, Frequency, Monetary).
Managing Customer Relationships with RFM
With our CRM customisation, you can see important KPI's and metrics about your customers from Ostendo Operations (ERP). This empowers you to improve your sales through communicating with your customers using targeted direct marketing based on RFM principles (Recency, Frequency, Monetary).
Within Ostendo you can filter and segment customers and contacts by these KPI's and metrics for targeted personalised marketing campaigns.
- See your best customers by RFM principles who are most active and generate most sales and those who do not. This provides you with the visibility to direct your sales efforts to grow sales.
- See your new customers and send them a welcome email and start building a relationship with them.
- See which customers have not bought from you for a period of time and formulate a targeted approach to win them back before they leave.
The advantage of our CRM customisation is that it uses actual customer information and sales data from Ostendo Operations (ERP) to improve your business performance.
Targeted Mailing Campaigns
The filtered data from our CRM customisation can be exported and used with MailChimp® or Microsoft Outlook® with Exchange® for targeted and personalised email campaigns.
MailChimp is a trademarks of The Rocket Science Group
Microsoft Outlook and Microsoft Exchange are trademarks of Microsoft Inc