When communicating with prospective or current customers, another extremely useful feature of our APplus CRM software is integrated document management. In addition to pure order data concerning articles, prices and deadlines, sales or call center employees have access to all other customer or order-related documents – such as letters, e-mail, drawings, specifications or contracts.
The CRM module of our APplus ERP software gives sales processes a substantial boost in quality. It ensures a previously unknown level of completeness and transparency of all information about an individual customer or prospect, thus providing the foundation for improving long-term customer loyalty and short-term sales success.
Companies with more comprehensive requirements in the customer management area, such as those encountered by larger medium-sized businesses, can opt to use MS CRM 3.0. The integration of Microsoft CRM 3.0 into APplus includes seamless connections to the Microsoft Office System, particularly Excel, Outlook, SQL Server Reporting Services and other project-specific process workflows. The CRM solution enhances the customer management functions available in APplus with efficient functions for campaign management, including comprehensive reporting and analysis tools.
The integration of both solutions makes sales opportunities visible, documents the sales history, and simplifies the tracking of competitor activities. The connection gives you access to all information and processes that are relevant for a customer.