CRM and Quotations

Over the years our CRM modules have become more and more integrated into the different areas of the system. Initially we followed a traditional CRM pattern linking contact and salesperson management into Quotes and customers. More recently we have expanded our CRM offering to combine customer service call management with CRM so that the 2 are now linked into everything from the AR to Workshop and maintenance, to Quotations and prospect customers.

Customer service calls allow you to keep details both of incoming requests / issues etc logged by customers, and sales activities logged by sales people, allowing a 360° view of a customer or prospect account.

Specialist CRM and Quotations features include:

• Fully integrated into Rental and Sales, rentalresult’s CRM module allows customers and contacts to be profiled and salespeople to be managed and monitored.
• Specialized Sales control center to provide a single unified view of customerinformation including current debt information, outstanding quotesand contracts, call notes and customer service details for salespeople.
• Assign individual contacts and customers to individual sales people and re-assign individually or in groups as appropriate.
• Individual sales person’s diary recording activities, objectives and results.
• Prospect, customer and contact profiling and management for inquiries and mail merges.
• Create quotations to prospect accounts for both rental and sales and automatic management of quotes when prospects converted into credit accounts.
• Quote conversion ratios including managing reasons for lost sales and sales person productivity.
• Full bought list functionality including marketing list upload, de-duplication, cleansing and conversion to prospect accounts.
• Internal document management for associating specification requirements etc to sales quotes and contracts.
• Full audit control of all financial and operational activities.