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Customer Relationship Management

Advanced Sales Automation
Convincing prospective and existing customers to buy is a significant challenge for even seasoned salespeople. SYSPRO CRM enables you and your salespeople to visually monitor the details and progress of pending opportunities as they relate to selling process milestones. In addition, the sales knowledge base provides the horsepower required to close present and secure future opportunities by tracking competitors and buying issues while helping you project customer and market trends.

Sales Opportunity Manager
Today, companies use some form of computer software to track sales orders. By entering sales orders in a database, you can produce sales reports that analyze sales trends such as "what percent of my sales came from California?", and "who are my top salespeople?". However, unless you track the work done before the sale closed, you are limited in your ability to analyze and improve your sales efforts.

User-defined views of sales data instantly provides you with a clear picture of your pipeline. Drill-downs allow you to inspect opportunity records which contain details about the nature and status of any deal.

Key Features of the Sales Opportunity Manager:

  • Manage sales opportunities by creating and linking opportunity records to specific accounts.
  • Add unlimited user-defined fields/forms/folders to each opportunity record.
  • Maintain a complete history of activities with specific notes about each opportunity.
  • Create and link appointments, tasks and activities to specific sales opportunities.
  • Execute graphical sales pipeline reports in real-time based on user-defined metrics.
  • Track sales by milestone utilizing sophisticated sales process management features.
  • Analyze competitors, buying issues, and project trends using the competitor knowledge base.
  • Product sales expense, and win/loss analyses through extensive reporting capabilities.

 

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