Monday, February 10, 2014

ERP Help for Customer Service

Sales Force automation provides an Enterprise wide information solution that connects and integrates sales process with other business operations.


 Ideal for organizations that have questions or concerns with:

·         Their level of confidence on lead follow up?

·         Happy with their level of customer support?

·         Having the right information to sell your products?


Typical and necessary components of a Customer Relationship Management (CRM) system include the ability for sales reps and management to track and record all customer transactions from start to finish and then follow through on them.  Periodic review of current leads, conversion of leads to prospects, and then prospects to customers.  Management of contacts and account opportunities by tracking every interaction with all accounts, logging calls, creating to-dos, follow-ups, and adding status notes.


Sales Force automation software helps to drives new business by helping your sales team make the most of their sales calls.  A solution that provides real-time access to customer, prospect, and inventory information to streamline the sales process, help you increase sales, and build stronger, long-lasting relationships.


Real time access to customer and product information anytime, anywhere.  Search products, check availability and pricing, related products and current promotions.  Enter quotes and orders, provide valuable customer feedback. 


Including an Analytics solution increases awareness of customer trends and needs which allows faster response to customer issues and opportunities.


It is all about your relationships and having a CRM and Analytics solution fully integrated with your Enterprise Resource Planning (ERP) solution is the next generation solution and often missed component in delivering great customer service. 


There are many stand alone solutions and sometimes they make sense, but too often the cost of integration and missing links have untold inefficiencies that bog down operational efficiency.  Separate systems do not always have the ability to integrate product inquiries and order entry.  Separate systems often stop after the prospect becomes a customer.  What happens after the first sale?  Who or how takes over from that point?  Who manages the relationship then?


Empower your sales team with the tools they need to drive more business and make your customers happier.  Contact Dolvin Consulting today to see how integration of your operations will save you time and money.

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