A total solution to cover your CRM needs

Customer Relationship Management (CRM) is a broadly recognized, widely-implemented strategy for managing and nurturing a companies interaction with customers, clients and sales prospects.

SocrateOpen CRM

The Customer Relationship Management (CRM) module included in SocrateOpen ERP/CRM solution is not independent, but a fully integrated functionality that helps in organizing, automating and synchronizing sales, marketing, customer service and technical support. The overall goals are to find, attract, and win new clients, nurture and retain those the company already has, and reduce the costs of marketing and customer service.

Compared to traditional CRM systems which fail during implementation due to high integration costs, in SocrateOpen the CRM function is already integrated with the ERP functionality, additional integration costs being eliminated.

Case/Request Management

The Request Management functionality in SocrateOpen allows efficient management and tracking of internal and external requests. Requests can be created manually, grouped by type/urgency/priority, status, in order to help in the routing/allocation process. SocrateOpen supports the following types of customer requests:

Information - (un)structured requests from web or email sources
Service - structured requests to perform a service at a given time and place
Charge - requests to reimburse costs
Account - requests concerning a particular customer or vendor order, shipment, invoice or payment
Warranty - requests concerning a product or service issue
Help - unstructured customer service requests

Depending on the type of request it can be automatically converted into a target document (e.g. a quote, order, or invoice). A confirmation email with tracking number can be sent manually or automatically. Requests can be assigned to specific system users for action or follow-up. Predefined templates can be used for answering the request. Notifications can be defined and sent automatically.

The Request Management capabilities within SocrateOpen ensure timely response, escalation in accordance with a defined process, timescale, and closure.

Lead Management

Manage and automate the sales process from start to finish with the SocrateOpen Lead Management functionality. Register opportunities information, status, add comments and requests at each step of the sales process , attach documents, generate offers, schedule follow–up and appointments, send emails, and view all the sales history in the simplest way. Manage your lead list by sorting leads according to type, user, status, date and more, using a variety of filters. Everything to help you sell more, better and faster.

Marketing Campaign Management

Customer retention is a crucial mission for every company. SocrateOpen supports this by creating mailings or requests for the sales force to follow up. Criteria for a campaign could be last sale, sales volume, products purchased, or a variety of other triggers.

To attract new customers, addresses of prospects can be imported for mailings or other sales follow up. The effectiveness of marketing campaigns can be measured by the revenue or gross profit generated for each campaign by linking each document (e.g. Invoice or Order) to the relevant campaign at the time of invoice creation. This information is then available within SocrateOpen for reporting and analysis.

Online Self Service Interrogation

SocrateOpen allows agents of authorized partners (clients, suppliers or employees) to enter the system, view or request relevant information. The information obtained can be used for several purposes such as gathering date over client, or supplier open items as well as creating future contacts or performing delayed payments.

Customer Profitability Analysis

Reports providing insight on revenue and gross profit for specific customers or customer groups or over a period of time can be obtained by using the existing functionality or by using other reports generators or OLAP tools.

More Information

For more information please contact us or subscribe to one of our webinars.

TOP

Languages