Excel3 ERP CRM provides you with a core Customer Relationship Management (CRM) system which you can use to manage all your sales and customer processes.
The solution is, of course, seamlessly integrated with the other modules in the system such as accounting, project management, hour registration and collaboration, but is also suitable for integration with a variety of other solutions such as marketing automation, campaign tools and customer service, to mention a few..
Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all information you need, directly on the opportunity: website pages viewed, mail received, etc.
Excel3 ERP CRM provides a complete overview of your customers, contacts and suppliers from a single location. All information about your customers, partners, suppliers and other contacts are linked to your unique customer card in CRM. All information and interactions with your customers, e-mail communications, notes, contracts, order history, ledgers and all files associated with the customer card are found here. Everyone in the company is able to work in the cloud with the same database from desktop, tablet and mobile in real time.
A key prerequisite to winning more sales is spending time on the right prospects.
With Excel3 ERP your company can customize their sales process relative to your criteria and method of working. In this way it is easy for everyone in the sales team to manage their time properly – and focus on the right tasks, based on insight, activity and progress.
Adopting the Excel3 ERP CRM system as your sales support tool offers everyone in your sales team a real time summary of how many sales projects are in the pipeline, phases, likelihood for sale and period based forecasts.
Adopting the Excel3 ERP CRM system as your sales support tool offers everyone in your sales team a real time summary of how many sales projects are in the pipeline, phases, likelihood for sale and period based forecasts.
A key prerequisite to winning more sales is spending time on the right prospects.
With Excel3 ERP your company can customize their sales process relative to your criteria and method of working. In this way it is easy for everyone in the sales team to manage their time properly – and focus on the right tasks, based on insight, activity and progress.
Excel3 ERP CRM gives management access to a variety of reports that provide a complete overview of sales, target attainment and activity level. By using our system’s budget feature, you can measure attainment of budget targets on both a departmental, team and sales rep level.
Trading history gives a picture of what sales activities have taken place in the past and what can be improved. Have you ever wondered whether sales targets are realistic, about the frequency of meetings with sales reps, and which campaigns and sources result in the most sales? You can extract this and a lot of other useful information from our web-based CRM system.
A busy working day has more than one modus operandi – and consists of a wide spectrum of ways of working. This means that flexible tools, which make it easy to provide input and stay updated, are important – irrespective of whether it happens from a laptop or a smart phone.
Excel3 ERP Mobile has been developed with the goal and intention of being a useful tool in those circumstances where it is natural to use the mobile to keep up to date – or to perform tasks during the working day.
CRM Mobile gives you effective, real-time access to customer and supplier information. Regardless of whether you are on the move or travelling – you have immediate access to contact details, charts, e-mail addresses and notes – for all customers and contacts.
Naturally, it is also easy to continuously enter new contacts and information.
Sales opportunities
Record sales opportunities and update relevant information and steps in the sales process while on the move.
This feature gives sales reps an excellent overview of their pipeline per month and quarter at the stroke of a key. At the same time they have the possibility to record new sales opportunities when, for example, they are out in meetings, at trade shows, on the sales stand – or in other relevant situations.
Useful management reports showing the company’s entire pipeline and value at each step in the active sales processes, trends over the past 12 months, and the top 10 sales reps based on winning sales opportunities are also available. This allows sales managers and management to obtain real-time sales activity and status via mobile or tablet.
Excel3 ERP offers a wide spectrum of features through our CRM system, although it is of course difficult to design features that cover all your needs – particularly in sales and marketing.
Adapting the features of the system to the needs of each customer is central to Excel3 ERP’s business model and strategy. Therefore, we have developed the system to ensure that you can easily add to the features around our core CRM system via integrations.
The bottom line is that you have a full overview of all your customers from the customer card in Excel3 ERP CRM – and can simultaneously take advantage of exciting features via the seamless integration of other cloud services.