CRM and sales management functionality is fully integrated, so there is no duplicate data entry, no integration difficulty, and no additional cost/project headache.

Cetec ERP Can Help You:

• Enhance your sales process and strengthen customer service
• Achieve reliable sales metrics and get insight to compete better
• Anticipate customer needs and respond efficiently to customer requests
• Work easily together as a team with collaboration tools and maintain accountability
• Give your sales personnel a clean, easy to use interface to log critical notes
• Avoid integration difficulty with seamless integration from sales to operations

Other CRM Features Include:

• Manage detailed customer files to drive automated tracking of customer activity across the ERP system
• Manage customer contacts associated with customers
• Manage customer shipping and billing information
• Track customer business types
• Opportunity and opportunity program management
• Move opportunities through a defined funnel and track movement and sales responsibilities with opportunity workflow states to achieve sales team collaboration.
• Opportunity pipeline management to project revenue from potential business opportunities
• Opportunities linked directly to customer record; create quotes/orders directly from opportunity screens.
• Lead, lead source, and lead program management.
• Move leads through a defined funnel and track movement and sales responsibilities across the lead workflow states; achieve easy collaboration.
• Dashboards for month to month projected lead values adjusted by probability of closure
• Notes and knowledge base to track customer communication history across opportunities, leads, quotes, and more.
• Follow-ups and calendar reminders integrated to Exchange, Outlook, Google Apps
• Run “last touched” reports to direct lead follow up activity across various lead states
• Customer based pricing levels
• Customer business type based pricing levels
• Inside Sales / Outside Sales
• Sales commissions tracking from quote to order to invoice
• Enter RMAs against customer orders with part number & costs, process re-work orders, and much more
• Review all sales activity by all users; sort and filter open active quotes assigned to different users; manage orders and bookings
• Automated Email notifications for system actions (e.g. workflows)
• Customer sales forecasting tools