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Prerequisites
The CRM module must be activated. If you are interested in purchasing the CRM module or in acquiring a limited time trial period, please contact your Seradex Project Manager or a Seradex Sales Representative.
Overview
Customer Relationship Management in its broadest sense simply means managing all customer interactions. In practice, this requires using information about your customers and prospects to more effectively interact with them in all stages of your relationship. We refer to these stages as the customer life cycle. The customer life cycle has three stages:
1. Acquiring customers
2. Increasing the value of the customer
3. Retaining good customers
Seradex CRM helps sales people manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications and automate stages in the sales process. This ensures a shorter cycle, higher close rates, and improved customer retention.
View Complete Customer Information - Seradex CRM offers a centralized, customizable view of sales and support activity.
Work from Microsoft Outlook or the Web - Access full sales functionality online or offline with Microsoft Outlook, or work from any location using a Web browser.
Share Information - View, update and share sales and customer service information across teams and departments.
Powerful Integration - Integrate with Microsoft Office, Accounting Software and other business systems.
Usage
The CRM module allows you to work with both existing Customers as well as companies that are not currently customers, called either Suspects or Prospects. A Customer, Prospect or Suspect is a company or an organization. At each company there could be several people that your company must interact with. Each of these people are known as a Contact.
The main CRM opening form is shown below:
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