CRM Functionality
Your customers and prospects are the lifeblood of your business. Better customer relationship management means more opportunities, enhanced customer service and, best of all, improved profitability.
CRM with PROMYS
The PROMYS CRM functionality gives you real-time, web-based tracking of critical business functions like Contact Management, Opportunity Management and Quotation Management. This improves your ability to forecast cash flow, meet project resource requirements and develop targeted marketing campaigns. PROMYS helps your business execute the three key areas of customer relationship management:
Contact Management
- Consolidate prospective and current customer data
- Track multiple ship to locations
- Access consistent customer data from across all operational departments
- Eliminate duplication of customer information
- Improve operational efficiency by centralizing pre-sales customer information
Sales Opportunity Management
- Track Opportunities through user defined sales process milestones
- Create Quotes from a multi-vendor Master Parts List
- Link multiple quotes to a single opportunity
- Easily convert quotes to Sales Orders, without re-keying
- Automatically generate accurate sales pipelines, forecast and other sales reports
Marketing Management
- Easily create & manage targeted Marketing campaigns
- Determine ROI for marketing initiatives
- Provide visibility to suppliers regarding co-op campaign results
More Than Great CRM: PROMYS gives you the web-based CRM functionality you need, directly integrated with a complete professional services automation solution. It offers turnkey modules for all your critical business processes.
LEARN MORE: A PROMYS Professional Services Automation (PSA) specialist is ready to answer your questions.
Contact us or call today at 1-866-728-2345. Better yet, Get a
free personal demo.
