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Customer Relationship Management

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CRM MODULE (CUSTOMER RELATIONSHIP MANAGEMENT)

Companies use SaltERP CRM module to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. The CRM module is designed to compile information on customers across different channels mainly with respect to points of contact between the customer and the company. SaltERP CRM module also gives customer-facing staff detailed information on customers’ personal information, history, preferences and concerns.

KEY FEATURES:

  • Campaign Management
  • Contact Management
  • Sales Team and Customer Opportunity Management
  • Sales Force Automation
  • Lead Management
  • Account Management
  • Target Setting
  • Case Management / Customer Satisfaction
  • Activity Management
  • Calendar, Calls and Emails Management
  • Task and Notes Management
  • Document Collaboration
  • Meetings/ Schedule

SaltERP Modules

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