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

Need to know more?

We want to help you take your company to the next level with Cetec ERP. What would you like to do next?