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  • SOFTIC-CRM™( Customer
    Relationship Management )

 

Build a Centralized database of your contacts, prospects and customers !

SOFTIC-CRMTM is a solution that allows you to structure and better manage actions towards prospects and customers, Develop new markets more effectively and to nurture existing customers.

CONTACT  MANAGEMENT

CONTACT MANAGEMENT

This functionality  allows you to create and manager contacts by sales agent.

  • Information and contact details for all companies
  • document and Review notes, orders, quotes, etc. by contact or by company
  • Opportunity tracking and status update 
  • Opportunity status history

LEAD MANAGEMENT

LEAD MANAGEMENT

This module allows you to:

  • Centralize all information related to a prospect
  • Centralize all information related to a prospect
  • Manage the process of purchase requests and the approval circuit

OPPORTUNITY MANAGEMENT

OPPORTUNITY MANAGEMENT

This module allows you to have a complete view of all the opportunities of your sales team. each sales person is able to have :

  • Real-time access and visibility of all information related to an opportunity to close a sale (Company, Status, Products, Quote, Invoice, etc.)
  • Update of opportunities according to the access rights assigned to each user.

COMPETITOR MANAGEMENT

COMPETITOR MANAGEMENT

  • This feature provides the ability for each user to define and configure potential competitors and assign them to opportunities for an enlightened view of the competitive environment and better positioning to maximize their chances of winning the opportunity .
  • When defining competitors, SOFTIC's CRM makes it possible to include the possible strengths and weaknesses of each.

PRODUCTS CATALOG MANAGEMENT

PRODUCTS CATALOG

This module is used to centralize information related to the company's product catalog. this feature offers the possibility of :

  • Enter, define and view all the information relating to a product (Photo, category, technical characteristics, price, etc.).
  • Automatically generate data related to a product when creating a quote, order or invoice to minimize the risk of error.

QUOTES, ORDERS AND INVOICES MANAGEMENT

QUOTES, ORDERS AND INVOICING

  • Generation and efficient monitoring of the life cycle of a quote and from the moment of its creation or modification, until it is signed.
  • Creation of orders from an approved customer quote or automatic generation of orders from an original quote
  • Global visibility on all customer invoices with their automatic generation

Dashboards and Reporting

Dashboards and Reporting

  • This feature allows each user, depending on the access rights assigned to him, to view the information that is relevant to him and that mainly concerns his profession (number of contacts, expected turnover, number of clients won, lost business , etc.)
  • All the indicators made available to each user correspond to their activities and the information they need to achieve their objective.
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