Enquiries
Enquiries in ERP CRM record customer requests and initial interests, serving as the first step in the sales journey. They help frontline teams capture, organize, and respond to potential business opportunities quickly.
Proposal
Proposal in ERP CRM streamlines the creation and sharing of tailored offers for customers. It helps frontline teams present professional quotations, track approvals, and speed up deal closures.
Teams
Teams in ERP CRM enable collaboration by grouping users for shared targets, leads, and opportunities. This helps frontline staff work together seamlessly, boosting productivity and sales performance.
Customer Activities
Customer Activities in ERP CRM capture every interaction, task, and engagement with clients. This gives frontline teams a complete activity history, ensuring personalized service and stronger customer relationships.
Meetings
Meetings in ERP CRM help frontline teams schedule, track, and manage customer interactions efficiently. They ensure timely follow-ups, stronger engagement, and improved relationship management.
Month wise Leads and Opportunities
Month-wise Leads and Opportunities give frontline teams a monthly breakdown of new prospects and potential deals. This enables better tracking, trend analysis, and proactive planning to boost conversions and revenue.
Month wise Opportunities
Month-wise Opportunities in ERP CRM provide a clear view of sales prospects segmented by month. This helps frontline teams track performance trends, forecast revenue, and plan actions more effectively.
Opportunities
Opportunities in ERP CRM capture potential deals and track their progress through the sales cycle. This enables frontline teams to focus on qualified prospects and maximize revenue growth.
Sales Pipeline
Sales Pipeline in ERP CRM provides a structured view of every sales opportunity, from lead generation to closure. It helps frontline teams track, prioritize, and manage deals effectively for higher conversions.
Target
Target Management in ERP CRM helps set clear sales goals for frontline teams and track their progress in real time. It ensures alignment with business objectives by monitoring achievements against defined targets.
Frequently Asked Questions
What is an Automated Proposal and Quoting System?
An automated proposal and quoting system helps businesses generate professional, accurate quotes tailored to their brand. It enhances the customer experience by streamlining the sales process and reducing manual work.
How does automation improve the Quote-to-Order workflow?
Automation boosts staff productivity by ensuring precise quotes, faster processing, and seamless syncing with accounting or inventory systems. This results in quicker sales cycles and better outcomes.
Can product details be included automatically in quotes?
Yes, product details flow directly from your Product-Service database into your quote template, allowing quotes to be converted into invoices with just a few clicks.
What are the main benefits of using the quoting system?
- Accelerates sales by minimising manual work in processing quotes.
- Enhances customer satisfaction with accurate and timely quotes.
- Allows customisation of branded quotes using ready-made templates.
- Centralises purchase history, invoices, and communications.
- Ensures smooth integration with accounting and inventory systems.
How does the CRM quoting module integrate with back-office systems?
The quoting and proposal module integrates directly with back-office systems to keep customer data, inventory levels, and pricing current. Automated workflows and real-time data syncing help sales teams create accurate quotes and move from quote to order without delays.