Manage your customer relationships, sales processes and business data together.
When customer details, call notes, quotes and orders are kept in different places, the sales process becomes hard to follow. Re-entering information wastes time, and forgotten calls and late replies can cost you sales opportunities.
Techsoft ERP-Integrated CRM Software helps you manage customer relationships in an orderly way and gives your sales team easier access to the business information they need. With information flowing between CRM and ERP, you can run your processes in a connected way from sales through to order tracking.
Know your customer, strengthen the relationship
Track your customers' contact details, call history, requests and sales opportunities in one place. By reviewing a customer's history, your team can go into conversations prepared and offer more consistent service.
You can easily see who last called a customer, which quote was sent and what the next step is. So customer follow-up no longer depends only on personal notes and employees' memory.
Key features
Customer and company management
Keep orderly records of prospects, existing customers, company details and contacts. Classify customers by sector, region, representative or groups that suit your needs.
Benefit: Customer information is easier to reach, and your sales and marketing work is better planned.
Call and activity tracking
Record phone calls, visits, meetings and customer requests. Plan the next calls, create tasks and assign responsibilities.
Benefit: Helps reduce forgotten replies and missed follow-ups.
Sales opportunity management
Track opportunities from first contact to quote and sale. See which customer is at which stage, what is pending and what needs to happen to move the sale forward.
Benefit: Your sales team sets priorities more easily, and managers can assess the overall state of sales.
Quote management
Prepare customer quotes, review quote history and track customer feedback. Keep a record of revisions and each quote's current status.
Benefit: The quoting process runs more smoothly and past work is easier to follow.
ERP-linked product and stock details
Depending on the scope of the integration, view product, price and stock details from your ERP system in CRM.
Benefit: Your sales team can draw on the relevant business records when informing customers, and may need to wait less for other departments.
Order and sales history
Depending on the scope of the integration, track a customer's past purchases, open orders and order status.
Benefit: Makes it easier to understand customer needs, assess repeat sales opportunities and answer order questions.
Current account and collection view
Let authorised users review customer balances, due dates and collections through the ERP link.
Benefit: Supports information sharing between sales and finance, and helps people go into customer conversations better prepared.
Tasks and reminders
Plan work such as quote follow-ups, customer visits, contract renewals and after-sales calls. Assign tasks to the relevant employees and track completion.
Benefit: Who is responsible and what comes next become clear, and team coordination gets easier.
Customer request and support tracking
Record questions, requests and complaints from customers. Route them to the right person and track the resolution.
Benefit: Keeps after-sales service organised and lets you track replies to customers.
Reporting and management view
Review sales opportunities, quote status, customer activity and team work through reports.
Benefit: Helps you see pending work, customers needing follow-up and processes that need improving.
User-based permissions
Set the customer records and work areas employees can access according to their roles.
Benefit: Supports use of information within the access limits your organisation sets.
What does ERP integration bring to your business?
Less repeated data entry
Sharing specified information between systems helps reduce the need to re-enter the same records.
Connects sales and operations
The sales team's work with customers can be assessed together with the business's order, stock and finance information.
Supports consistent information
Makes it easier for teams to work from shared records and helps reduce confusion from different sources.
Makes it easier to respond to customers
Employees who reach the relevant information more easily can assess customer questions sooner.
Builds corporate memory
The history of the customer relationship stays on record, making it easier to hand over work when staff change.
How does it help day to day?
When a customer asks for a quote on a new product, your sales representative can review previous calls and sales history. Depending on their permissions and the scope of the integration, they can check product and stock details and start the quoting process.
A task is created for the call after the quote. When the customer approves, the order process is tracked, and the relevant teams can reach the information within their responsibilities.
So every step with the customer, from the first call to after-sales, becomes more orderly and traceable.
Adapted to the way your business works
Every business has a different sales process, customer structure and approval rules. The Techsoft CRM solution can be adapted around the fields, sales stages, tasks and reports you need.
The features offered, the information shared with ERP and how often it is updated are decided by assessing the suitability of your current system and the scope of the project together.
Follow your customers more closely and bring your sales processes together with the rest of your business.
Contact Techsoft to learn more about our ERP-integrated CRM solution and assess the right scope for your business.