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SYSPRO Sales & Marketing

Customer Relationship Management (CRM)
Customers are a company's most valuable asset. Although hardly a new concept, acquiring and maintaining clientele in today's information and globally competitive age is a bigger challenge than ever.

As demands for customer service increase, internally as well as from clients, the need for centralized, easily accessible client information across all levels of a business becomes essential. Customer Relationship Management is more than a software solution. For CRM implementation to be successful, businesses have to embrace a customer-centric culture, with effective sales and marketing strategies and resources firmly established.

"It can cost up to 10 times as much to attract a new customer as to retain a current one. One of the hottest strategies in business today is the transformation of enterprises - large and small, regional and global - to become customer-centric while growing revenues and profits. This strategy is known as customer relationship management." - Gartner Group.

As such, CRM becomes a valuable component of the SYSPRO system.

Key features of SYSPRO CRM are:

Advanced Sales Automation
All levels of sales-related activities can be monitored and tracked, including:
  • Management and tracking of tasks, pending services, scheduling and customer processes
  • Scheduling a range of sales activities on a fixed or recurring basis
  • Territory management
  • Various document templates available for individual or mass mailings
  • Sales forecasting capabilities
Targeted Mass Marketing
In marketing departments, being able to track which campaigns are most successful and provide the largest investment return is crucial. Targeted mass marketing tools let users:
  • Create and link activities to specific campaigns for success tracking
  • Schedule mass activities
  • Generate labels and merge documents for mass mailing
  • Integrate fax, e-mail and direct mail capabilities
  • Attach unlimited document types to each campaign
  • Track budgets and actual expenses related to each campaign
  • Track response rates, leads and opportunities generated from each campaign
Complete Customer Service
The feature set to proactively support customer inquiries includes:
  • Service tickets and warranty-program tracking
  • Issue escalation via task assignments to appropriate channels
  • Maintaining history of pending and completed service tickets activities
  • Publishing successful problem resolution to a library for future reference
  • Monitoring peak inbound/outbound call activity
What are the advantages of SYSPRO CRM?
  • Provides real-time SYSPRO integration, rapidly enabling a global view of all customer information
  • Efficient management of business processes and increased client satisfaction
  • Reduces overall cost of maintaining and attracting clientele
  • Customization capabilities can adapt to almost any business requirement