CRM Software
TGI believes Customer Relationship Management (CRM software) should not be a separate system; it must be an integral part of any ERP or distribution software package. To fully have a complete 360 degree view of the customer, CRM software must be throughout the entire enterprise. This is a core premise within the Enterprise product line.
From brick and mortar to e-commerce based companies, Enterprise 21’s CRM functionality provides integrated information from any where in the system, as well as access to all levels of the enterprise.
Proven ROI Results from CRM Software
A recent implementation of Enterprise 21’s CRM software application module obtained full return on investment in less than two months. Prior to the implementation, the customer struggled with centralized customer information tracking and timely, focused customer communication. After implementing TGI’s CRM software, the sales team was able to utilize a customized workflow process, focused marketing efforts, and system generated call schedules to help optimize their entire sales process.
The organization received ROI much faster than expected and experienced exceptional results. The CRM project resulted in an initial productivity increase of 15%, while the sales head count decreased 30%.
CRM Software Features
- Integration to Microsoft Outlook and Microsoft MapPoint
- Integrated to VOIP Systems
360 Degree of the Customer
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- Telemarketing & Lead Prospecting
- Mass Scheduling of Calls & Activities
- User Call Logs and Activity Tracking
- Work Flow Management
- Communication Notes
- Document Management
- New Customer Set Up & Quoting
- Regular and On-line Order Management
- Four Level Customer Hierarchy
- Tracking of Lead Source, Sales Funnel Stage, Probability Rates, Anticipated Close Dates
- Order Source Code Tracking
- Ordering Statistics and Fill Rate Tracking
- On-line Order Status and Tracking
- Help Desk and Problem Log
- Mass Text and HTML E-mail Capabilities
- Online Trending Analysis of Leads Over Time
- Online Graphical Reporting of Sales Funnel Activity
- Online Analysis of Year to Year and Month to Month Sales Activities
- Pipeline Activity Report
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Interested in learning more? View an online demonstration or download product brochures. Or if you like immediate answers to your specific requirements, contact TGI’s corporate office to speak with a sales representative at 800-837-0028.
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