SYSPRO ERP Customer Relationship Management
SYSPRO Customer Relationship Management
The objective of CRM for SYSPRO is to extend the benefits of the SYSPRO enterprise system by supplying all the key components of customer and supplier management in a single module that seamlessly integrates to back office accounting and ERP functionality, as well as Microsoft front office programs. Customer Relationship Management is essential to improve customer service, track leads and opportunities, and create targeted marketing campaigns. CRM software manages contact information for all of your clients and prospects, along with storing e-mail communications and notes on clients so that every one of your team members has access to historical client information.
Click on the modules below for more information:
SYSPRO ERP Customer Relationship Management Modules Tab
Contact Management
SYSPRO Contact Management allows you to define and manage a rich set of information about the people with whom you do business as well as between individuals within your organization. This applies not only to traditional SYSPRO customers and suppliers, but also to other business relationships such as potential customers (prospects), consultants, competitors, etc.
Key Functionality:
- Powerful, extensive and customizable query capability with multiple views
- Unlimited custom information held against each contact can be structured and viewed with appropriate validation
- Office Integration allowing flexible and secure querying capability in Microsoft Word and Microsoft Excel
- Integration to Microsoft Outlook for sending and receiving email
- Drag and Drop customization of new and existing fields
For more information, download the Contact Management PDF.
CRM Marketing
SYSPRO CRM’s Marketing capabilities allow you to automate certain marketing tasks as well as monitor different campaigns, so you are able to see how effective they are. You can also create and link appointments, tasks and activities, to en ensure that your marketing team continues to generate leads effectively.
Key Functionality:
- Attach unlimited documents of various types
- Track estimated budgets and actual expenses
- Generate revenue forecast
- Illustrate real-time profitability analysis
- Execute e-mail or fax broadcasts and direct mailings
For more information, download the SYSPRO CRM PDF.
CRM Sales
SYSPRO CRM is an essential component to help your sales team track leads and opportunities. They can monitor notes and activities with each prospect, as well as create appointments and tasks to keep in contact with your prospects. They can also utilize SYSPRO’s extensive reporting capabilities to gain further insight into their personal pipelines.
Key Functionality:
- Define unlimited number of fields/forms/folders against opportunities
- Execute graphical sales pipeline reports in real-time based on user-defined metrics
- Analyze competitors, buying issues and project trends
- Store knowledge base of competitor information
- Produce sales expense and win/loss analysis
For more information, download the SYSPRO CRM PDF.
CRM Customer Service
SYSPRO CRM software is a useful tool for your services team, allowing them to resolve customer issues quickly by having access to a full history of documented issues as well as a document knowlegebase.
Key Functionality:
- Log and track service tickets for specific accounts related to serial or lot traceable items
- Route and escalate reported service tickets automatically based on user-defined rules
- Create and link appointments, tasks and activities to service tickets
- Maintain a complete history per service ticket
- Perform extensive searches for problem resolution
For more information, download the SYSPRO CRM PDF.
