CRM

CRM delivers a complete view of customers, contacts, transactions, and products by integrating disparate systems and data sources into a single view. CRM is the hub to manage and track customer interactions across teams.

CRM equips teams with the information needed to provide a consistent customer experience at any point during the customer journey:

Sales managers use customer experience data to teach sales staff how to be better at building relationships. Customer history data can also be used to predict forecasts and pipeline.
Sales representatives view complete information about customer interactions across all departments to forge closer customer relationships and gain valuable insights into the account receivables that can affect commissions.
Marketing managers gain insights into the products that have high tickets/returns, and avoid promoting them. They know which customers have outstanding invoices and use this information to create better campaign list segmentations.
Service/support representatives get instant access to sales orders and return details to rapidly resolve customer calls. They can confirm ship-to, bill-to, and pay-from details to ensure proper deliveries. Use CRM and ERP data to address receivable and invoice issues.