CRM and ERP adapted to your company
A system where your team sees every customer, every opportunity and every open task, instead of searching chats, emails and spreadsheets.
Why companies lose sales without a CRM
In many companies customer information is scattered: the phone number in a chat, the quote in an email, the follow-up in a salesperson's memory. When that person is busy or leaves, the customer goes unattended.
A CRM (customer relationship management) brings that information together in one place. An ERP extends the same idea to operations: inventory, orders, purchasing and billing. Not every company needs both; part of the work is defining which one and how far to go.
What it can include
Depending on the company, some possible applications:
- A record for each customer with their history of conversations, quotes and purchases.
- A sales pipeline showing what stage each opportunity is at.
- Follow-up tasks and reminders assigned to each person on the team.
- Automatic logging of contacts arriving through the website, WhatsApp or campaigns.
- Sales and activity reports without building them by hand.
- Operations modules, such as inventory, orders or scheduling, when the business needs them.
How we implement it
First we understand your sales and operating process: how a customer arrives, who attends to them, what steps a sale follows and what information each step needs. With that we define which modules your company needs and in what order to implement them.
Then we configure the system, migrate the information you already have when possible, and test it with your team before it replaces the current way of working. A CRM only works if the team uses it, so adoption is part of the project, not a detail at the end.
Once in use, we measure what matters to the business and propose adjustments.
Your data, in your system
Your customers' information is one of the company's most valuable assets. The system is designed to keep that information organized and accessible to your team, with permissions based on each person's role.
Together with Marketing
When the company also invests in advertising, connecting campaigns to the CRM shows which contacts each campaign brought and how many became customers. It is one of the most useful combinations of Elevare Software and Elevare Marketing.