ManageB2B ERM CRM
ManageB2B’s Front Office system integrates Customer Relationship Management (CRM) and Sales Force Automation (SFA) functions.
Customer relationship management (CRM) is a software application used to track and organize a company’s accounts, contacts and current prospective customers. The ManageB2B Customer Relationship Management module receives and updates information about leads, customers and contacts including their names, addresses, profiles, total contact history, credit lines, purchase history, service/support contracts, etc. The ERM system then uses information from here to provide Quotes, Orders and Invoices through the integrated SFA application.
The ManageB2B ERM solution makes management of accounts and contacts easy! Your sales organization will have easy 24/7 access to this data and the tools that ERM provides:
The CRM module also provides the place for a Back Office user to connect the details of a numbered Service Contract with the Quote, Order and Invoice that carry its sale to the Account. ERM then provides this information on My Service Desk.