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Actually Really, the truth our CRM system is the easier amazing all competitive systems
CRMCRM SystemCustomer Relationship ManagementCustomer Relationship Management System
Actually Really, the truth our CRM system is the easier amazing all competitive systems

discover | Thursday - 21 / 03 / 2024 - 1:43 am

Companies strive for digital transformation in order to achieve the highest efficiency in critical business operations. A high level of visibility into those operations. In this regard, investing in enterprise resource planning (ERP1) systems and customer relationship management system ( CRM system )s contributes in having control over the efficiency and visibility. What if the two systems work together as a cohesive unit?
This is what we are trying to discover in this blog post…

Enterprise resource planning (ERP) systems aim to streamline and centralize business operations within an organization. This includes order entry, planning, scheduling, and other data-driven workflows. When organizations leverage comprehensive ERP systems, it becomes easier for these organizations to manage key parts of their business and perform better.

On the other hand, CRM2 (Customer Relations Management) systems help in managing customer data, purchases, and contact information (all of which are considered priceless treasures for sales and marketing teams).

Organizations use CRM to gain better insights into their customers, which contributes to making more informed decisions when it comes to selling and interacting with customers. Your relations with your customers are also one of your most important business assets. It is important to keep your customers happy. So that you can gain their loyalty and they will recommend you to others, which means more profit. Similarly, a bad customer experience and poor customer service can be the biggest obstacles to the sustainability of your company.

Why do you need a CRM system?

The primary goal of any CRM system is to help you ensure that customer needs are met in a timely and efficient manner, so that customer satisfaction is maintained at high levels with every customer interaction. This will lead to increased customer loyalty and profitability.

CRM (Customer Relations Management) is generally used by sales, marketing, and business development departments to perform the following tasks:

  • Track customers and their order history.
  • Identify new sales opportunities.
  • Streamline the sales process and reduce manual work.
  • Facilitate better support for existing customers.

What is the secret of easy Customer Relationship Management System ( CRM system ) within the Logix system?

We can say that thanks to the integration of the CRM feature within the system, you can now get a panoramic view of your company’s customers, in addition to creating reports that help you identify your customers:

  • Most important = most profitable.
  • Least profitable / most costly.

Basically, our understanding for the nature of intertwined relations between technical support and sales teams was a guiding principle for us in the development of our CRM feature. How does that happen?

The answer is as follows:

1. Contacts Management (in various formats)

Obviously your CRM is organized by name, company, role, and a number of explicit and implicit criteria. Without doubt Technical support and sales teams organize contacts in different file formats. In order to avoid wasting time trying to convert between them.

Certainly, our system allows you to import contacts as they are. In addition, contacts management tools include bulk edits, signs/ tags, custom fields. Also the ability to transfer contacts to leads “potential customers”. Firstly, on one hand this gives your sales team more time to attract more leads “potential customers” and close more deals. Secondly on the other hand, because the system keeps all records and interactions with the customer in one place, your technical support team will also be able to provide your customers with faster and better answers, which enhances your customer service value.

2. Lead Management

In addition to contacts management, we have delved into relations management tools to reach lead management! Thus, the system user can:

  1. Organize and track his leads.
  2. Register and segment leads. (According to their position in the sales funnel).
  3.  Customize notifications for each lead.

3. Task Management (even with multitasking sometimes!)

Of course, the Logix system includes a multi-user task management feature, which allows you to create and assign tasks within the team. It create notifications for upcoming or completed tasks, and automatically update automated tasks of specific inputs. This feature is especially useful as it keeps you up to date with your sales team and helps them manage each person’s workload

4. Customer Relationship Management System Enhanced Customer Service

Surely in today’s market, where customer loyalty hinges on exceptional experiences, Enterprise Resource Planning (ERP) systems. Without a doubt they have a radical impact on Customer Relations Management (CRM). Emphatically the CRM feature within Logix ERP system enables the creation of a comprehensive profile for each customer. This profile includes transaction history, communication preferences, past interactions, and feedback. With this holistic view, your team can enhance the personalized customer journey and address needs and preferences even before your customers express them.

5. Customer Relationship Management System ( CRM system ) Notifications

The customer management feature in the Logix system is unique in its ability to enable real-time alerts based on a variety of customizable instructions, including:

  • Emails or calls.
  • Upcoming tasks or events.
  • New leads or opportunities.
  • Deal activity updates… And more.

Notifications can be sent via email, SMS, or desktop updates.

6. Reports

Our customers consider the “Reports” feature within the Logix system to be the “cherry on the cake.” The built-in Customer Relationship Management System ( CRM system ) feature also provides unique report formats to help you stay up-to-date on your customers (and on the strength of your sales pipeline). With customizable dashboards and KPIs (Key Performance Indicators), you’ll know which areas are most profitable and where you can improve performance.

7. Integration with Interactive Platforms

In today’s digital age, organizations benefit from using multiple customer engagement platforms such as e-commerce websites, social media networks, and mobile applications. The Logix system provides integration capabilities with all of these, enabling seamless data exchange between these platforms and the Customer Relationship Management System ( CRM system ) module within the system. This integration ensures a unified view of customer interactions across different channels, allowing your company to provide consistent and personalized experiences. The CRM system integrated within the Logix system facilitates comprehensive engagement, empowering organizations to meet customer expectations for a seamless and cohesive experience.]

8. Streamlining Sales and Marketing Processes

Enterprise resource planning (ERP) systems play a crucial role in streamlining sales and marketing processes, which are essential for successful customer relations management (CRM). When CRM modules are integrated into an ERP system, it enables seamless collaboration between sales and marketing teams. Your sales team can access customer data, track leads, manage opportunities, and forecast sales performance. Meanwhile, your marketing team can benefit from customer insights to create targeted campaigns, track campaign effectiveness, and measure return on investment (ROI).

In short, an integrated CRM system within an ERP system aligns sales and marketing efforts, improves lead management, strengthens customer relations, and drives revenue growth.

Final tip (an advice)

Consider your unique business needs and CRM goals when evaluating ERP system options. Or, save time and effort by choosing the system that will elevate your customer experiences and solidify your brand name as a customer-centric leader in your industry: Let Logix ERP be your choice.

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Page Footnote

  1. Enterprise resource planning (ERP) is the integrated management of main business processes, often in real time and mediated by software and technology. for more click Here ↩︎
  2. Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information for more click Here ↩︎
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