CRM2020-09-11T18:27:40+00:00

CRM

Our customizable CRM solution streamlines your communications 

With Orderstream’s CRM your team has easy access to customer information, including leads, contacts, emails, and meeting notes without having to go through half a dozen emails or spreadsheets. Also, the system stores sales information such as activity and sales call logs, quotes, orders, shipments etc, so that you can provide top- tier customer service.  Plus, you can access the CRM from your desktop, laptop or mobile device, so you can get your information in the office or on the go.

What does this mean for you?

This means you can receive a business card from a lead at a tradeshow, and the information can be in your CRM before you travel home. While you’re travelling, your team could be working on nurturing and qualifying the opportunity from the home office. Then, your system could send an automatic courtesy email to your new contact.  Finally, when you get back to the office, you can conduct a follow-up and before you know it, you have a brand new customer.

Our CRM helps businesses and sales people manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications and automate stages in the sales process. As a result, it can speed up the sales cycle, boost close rates, and improve customer retention. So, not only can you get new business, but you can also maintain the trusted relationship you have with your customers.

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Manage Leads and Opportunities

All Leads are not created equal. Our CRM allows you to build your own scoring system to figure out which leads are ready for sales, and ones that could benefit from more targeted marketing.  As a result, this can increase sales productivity, shorten the sales cycle, and align marketing and sales targets- all while reducing guesswork.

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Track Customer Interactions

From anywhere in the world, easily manage and track customer interactions and contact information from your smartphone, laptop or tablet. Plus, you can rate interactions, set communication preferences, and monitor any and all sales messages or calls. Outlook integration also allows for customer emails to be easily addressed by your team.

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 Sales Process Automation

Automation is the future. Our CRM allows you to create rules and guidelines to follow up with leads, manage sales, arrange shipments, and more. This saves time and energy so you can provide great customer service and focus on delivering quality products.

Still not convinced? Other tools include:

  • Import Contact lists from Excel

  • Manage and identify duplicate contacts

  • Full ERP integration

  • Marketing Campaign generation

  • Manage Accounting Information

  • Bid Tracking

  • Automated Commission Calculator for vendors

  • Invoice integration

  • Integrated workflow for project management

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