What is a CRM?
The CERP CRM takes your leads and provides
the tools to turn them into qualified prospects.
Our campaign modules will then turn those prospects into legitimate sales opportunities and finally into Customers. Using industry tested and certified Sales Process Stages (SPS) organizations can accurately manage and predict sales pipelines, revenue growth and measure sales team’s success. CRM doesn’t end at becoming a customer, the CERP communication interface allows organizations to stay in contact, provide updates on available products and services and easy access for any support related activity.
Use our sales tools to help with every phase of the CRM process
Lead Generation
- Import contact lists
- Activity tracking – email – SMS
- Follow ups and reminders
- Contact History
Prospects
- Account types
- Identified Needs / business requirements
- Decision making contacts
- Industry verticals
Quote Tool
- Part Codes
- Inventory
- Volume Discounts
- Version Control
Opportunity Tracking
- Lead Progression
- Next Steps
- Commit to Pipeline
- Reporting
Pipeline Management
- Sales Process Stages
- Buying propensity
- Pipeline reports
- Forecasting accuracy
Reporting
- Win / Loss
- Close %
- Trends
- Success Factors
- Dashboards