CRM is integrated with the rest of the ERP package. There is no interfacing or downloading of data required so complete up to date information is always available. By providing a “customer centric” view of all data collected within the package, it is easy to analyze and keep track of your customers. Keeping track of your prospects and quotations provided as well as a complete contact log helps you win new customers by making sure the information needed is tracked. ERP CRM Software gives you the advantage of seeing a complete profile of your customer along with history, preferences, and buying patterns at the click of a button.
Metasystems CRM is author written and directly integrates with the entire ERP Business Software. Real time information is immediately available to you. Would you like to see the trend of sales over the past twelve months, past ten years, last fifteen weeks? Our flexible sales graph can give you this information at the click of a button.
Information about sales, bookings, quotes, and A/R balances is available directly from the CRM screen. Drill-downs to more detail within any section is immediately available.
An event log is easily viewed which gives the chronological history of every transaction or contact with the customer. Everything from contact log occurrences, quotes, booked orders, shipments, invoices, payments and RMA’s are presented in chronological order.
Keeping track of checklists for a particular customer or prospect is a simple task with CRM. A template is set up to ensure that all steps within the marketing process are tracked. A checklist can be as simple as checked or unchecked, or it can be a date, numeric, or character value.
Customer Contact Log
The Customer Contact Log tracks and organizes information from all exchanges with a customer. Contact exchanges may be attached so a particular “thread” may be traced from inception to conclusion. Tasks may be assigned directly from the contact occurrence. Supporting documents may be noted and viewed directly from the Contact Log screen.