Why Logix ERP for Customer Management ?
#1 ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into LOGIX ERP from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
#2 Integrated content management. LOGIX ERP provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.
# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the LOGIX ERP Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.
The Benefits of LOGIX ERP Customer Management
Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.
LOGIX ERP supports bi-directional real-time synchronization of data between LOGIX ERP and Salesforce CRM, allowing for simultaneous work in both systems.
Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.
The Fastest way to grow your Business with LOGIX ERP
Customer Management Modules
Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.
Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.
Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies.
Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.