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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