OpenERP CRM

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Manage your Customers through OpenERP CRM.

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OpenERP CRM

  1. 1. CRM Customer Relationship Management System We are here to see you grow. We are here to change you to adopt the best business practices. We are here to change you to be the most efficient and productive. We are here to stretch you to the limits.
  2. 2. CRM (OpenERP) Boost sales productivity, improve win rates, grow revenue Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
  3. 3. Your Sales Funnel, The Way You Like It Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
  4. 4. Social Network Integration Bring social intelligence to your sales process. Gain insights from social media site LinkedIn to find prospects easily and load their data automatically into your address book.
  5. 5. Lead Management Made Easy Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team. Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
  6. 6. Organize Your Opportunities A clean user interface with everything in one screen Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations. Follow opportunities that interests you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
  7. 7. Email Integration and Automation Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive. Route, sort and filter incoming emails automatically. OpenERP CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on the fly and interested salespersons are notified automatically. .
  8. 8. Collaborative Agenda Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
  9. 9. Lead Automation and Marketing Campaigns Drive performance by automating tasks Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.) Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line
  10. 10. Customize Your Sales Cycle It Fits Your Sales Approach Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
  11. 11. Reporting and Dashboards Get access to the right information to take smart decisions Get the insights you need to make smarter decisions. Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports that anyone can create and share
  12. 12. Drive Engagement with Gamification Leverage sales' natural desire for competition Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align sales teams around clear business objectives with challenges, personal objectives and team leader boards. Leader Boards Personal Objectives Team Targets
  13. 13. Thank You Contact: Sumaiya Faridi Global Sales & Marketing Head Visit :- www.openerp4you.com Email: sumaiya@openerp4you.com sales@openerp4you.com

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