Elevate Your Sales Strategy with Comprehensive CRM ERP Software
pierpseo
14 views
17 slides
Aug 13, 2024
Slide 1 of 17
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
About This Presentation
In today's competitive market, optimizing your sales process is crucial. CRM ERP software, which integrates Customer Relationship Management (CRM) with Enterprise Resource Planning (ERP), enables businesses to efficiently manage customer relationships and internal operations. By centralizing cus...
In today's competitive market, optimizing your sales process is crucial. CRM ERP software, which integrates Customer Relationship Management (CRM) with Enterprise Resource Planning (ERP), enables businesses to efficiently manage customer relationships and internal operations. By centralizing customer data, automating tasks, and offering valuable insights, it enhances sales performance. This software increases productivity, improves cross-departmental coordination, and supports business growth by managing complex operations and expanding customer bases. For businesses of any size, CRM ERP software is an essential tool for driving growth, strengthening customer relationships, and maintaining a competitive edge in a fast-paced market.
Size: 13.36 MB
Language: en
Added: Aug 13, 2024
Slides: 17 pages
Slide Content
UPGRADE YOUR SALES
TACTICS WITH
COMPREHENSIVE CRM
ERP SOFTWARE
pierp.software
VISIT OUR WEBSITE
STREAMLINE SALES WITH ADVANCED
CRM ERP SOFTWARE
CRM ERP software is a type of technology that
helps businesses manage their interactions with
current and potential customers while also
integrating various business processes. It combines
the capabilities of Sales CRM software, which
focuses on managing customer relationships and
sales activities, with ERP functionalities that cover
broader business operations like inventory
management, accounting, and human resources.
Overview of CRM ERP Software
pierp.software
CRM ERP software tracks and organizes customer data,
including emails, calls, social media, and visits.
CRM System Integration
It handles sales tasks like lead management, tracking
pipelines, and automating follow-ups with CRM tools.
Sales CRM Software Features:
The software centralizes CRM and ERP data, supporting
both sales and operations in a unified database.
Data Centralization:
How CRM ERP Software Works
pierp.software
It automates tasks like reports, meetings, and data entry,
tracking customer interactions and sales activities.
Enhanced Tracking and Automation
CRM ERP software combines CRM and ERP insights for
detailed analytics and a full view of business performance.
Comprehensive Insights
The software streamlines communication, enabling sales,
finance, and service teams to easily share info.
Improved Communication
How CRM ERP Software Works
pierp.software
By integrating CRM solutions and Sales CRM software,
CRM ERP software ensures all customer and sales data
is centralized, improving access and management.
Unified Customer and Sales Management:
Enhanced integration between sales processes and
broader business functions leads to better
coordination and more efficient workflows.
Streamlined Operations:
Benefits of CRM ERP Software
pierp.software
Automation of repetitive tasks and comprehensive
reporting boosts productivity, allowing teams to focus
on strategic activities.
Increased Productivity:
CRM ERP software supports business expansion by
efficiently managing growing customer bases and
increasing operational complexity.
Scalability and Growth:
Benefits of CRM ERP Software
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Contact Management:
pierp.software
Purpose: Store and manage customer info like
contact details and communication history.
Benefits: Centralized data for easy updates and
improved customer relationship management.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Lead Management:
Purpose: Track and manage sales leads from
initial contact through to conversion.
Benefits: Helps prioritize leads, monitor their
progress, and ensure timely follow-ups to
increase conversion rates.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Sales Pipeline Management:
Purpose: Visualize and manage the stages of the
sales process, from prospecting to closing.
Benefits: Provides a clear overview of where each
deal stands, allowing for better forecasting and
resource allocation.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Task and Activity Management:
Purpose: Schedule and track tasks, meetings,
and follow-up activities related to customer
interactions and sales processes.
Benefits: Automates routine tasks, helps in
managing deadlines, and improves productivity
by ensuring timely actions.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Customer Service and Support:
Purpose: Manage customer service requests,
track issues, and provide support through various
channels.
Benefits: Enhances customer satisfaction by
providing timely resolutions and support.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Reporting and Analytics:
Purpose: Generate reports and analyze data
related to sales performance, customer
interactions, and other key metrics.
Benefits: Gives actionable insights for decisions,
measures performance, and highlights
improvement areas.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Integration with ERP Modules:
Purpose: Integrate CRM functionalities with ERP
modules such as inventory management,
accounting, and human resources.
Benefits: Provides a holistic view of business
operations, improves data consistency, and
streamlines processes across departments.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Customizable Dashboards:
Purpose: Create personalized dashboards to
track key performance indicators (KPIs) and
metrics.
Benefits: Allows users to focus on relevant data,
making it easier to monitor and manage
performance.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Workflow Automation:
Purpose: Automate workflows and processes
within the CRM system, such as approval
processes and task assignments.
Benefits: Enhances efficiency, reduces manual
intervention, and ensures consistency in business
processes.
pierp.software
Key CRM Modules Needed in
CRM ERP Software
Mobile Access:
Purpose: Provide access to CRM functionalities
via mobile devices.
Benefits: Empowers sales and service teams to
update info on-the-go, boosting responsiveness
and efficiency.
Contact Us
Phone
+91 81 4029 7820
Website
pierp.software
E-mail [email protected]
Addres
Ahmedabad, Gujarat
380059, India