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Intuitive ERP > Customer Relationship Management (CRM)
Integration of your front and back-office systems delivers capabilities and flexibility to your sales, marketing and support teams that they had only dreamed of in the past, allowing you to maintain and grow valuable customer relationships. From sales force automation to customer services, all the tools to find, capture and support your customers are available in Intuitive's CRM solution.
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Add and update contact and account information for prospects, customers, vendors and other business partners. Record interactions and manage schedules and tasks. Access complete account history information and review account details such as current orders, order status, pricing history, financial status and more.
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Manage the complete sales cycle from prospect to customer. Track sales opportunities by creating and linking opportunity records to specific accounts and maintain a complete history of activities. Create and link appointments, tasks, notes, documents, e-mails and activities to specific sales opportunities. Report on sales funnel and opportunity progress.
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Create, deploy and manage targeted marketing campaigns to potential and current customers. Track campaign responses and solicitation exclusions. Compare actual responses with forecasted response rates to determine campaign ROI.
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Automate customer support with complete incident management: manage all incidents reported on products, track and report on this data for analysis, issue returns, manage service contracts, establish and maintain warranties.
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