Full integration with the ERP to avoid double entry
Compliances with the steps of the sales process: Prospecting, Assessment, Proposal, Negotiation, Lost or Won
Predictive address capture for obtaining new leads/prospects based on predefined criteria (optional) or simply by transferring Excel, .csv files, etc.
Categorisation and identification of contacts, their contact details, their roles, their interests, etc.
Storage of all past actions or communications (letters, emails, invoices, etc.)
Complete management of customer and/or business portfolios that can be handled online with stakeholder participation (optional)
Management of contacts holding multiple postal and e-mail addresses
Extensive list sorting, filtering and grouping options with quick retrieval of data
Optimisation of marketing operations through the planning and execution of marketing campaigns such as e-mails, predictive phone calls, etc. (optional)
Presentation on simple dashboards (daily, weekly, monthly, etc.) and simple reporting of several actions
Access to information and simple entries (notes, customer visit reports, order corrections, etc.) from anywhere (WEB application)
Creation of membership categories and contribution categories
Automated annual, half-yearly, quarterly, monthly or mixed invoicing
The CRM customer and prospective customer database meets the requirements of the GDPR. However, it is up to the company’s sales manager to ensure that in all forms of marketing mailings there is a possibility to unsubscribe and/or perform a special treatment in case a prospect does not want to be contacted anymore.
See also Skipper
Skipper is a simple, intuitive, accessible and scalable contact management solution with 100% web development.