In today's competitive business landscape, nurturing customer relationships is paramount. Centerpoint's ERP CRM software takes your customer interactions to the next level by providing a unified and user-friendly platform that centralises contacts, sales, and support.
Here’s an overview of the key features of Centerpoint ERP Customer Relationship Management module:
Our CRM Module offers an intuitive business development tool that empowers your teams to define leads and opportunities and allocate them to the right sales representatives. This streamlined process ensures that your leads are efficiently converted into realised opportunities.
Centerpoint's CRM Module enables a staged workflow, tracking key events and actions from lead inception to the realisation of opportunities. This meticulous monitoring ensures that no detail is overlooked, and every opportunity progresses smoothly through the pipeline.
One of the standout features of our CRM Module is the inclusion of both weighted and unweighted forecast reports. These reports provide a comprehensive view of potential opportunity values, making it easier to assess your sales prospects. You can filter these reports by service or product type, ensuring that your focus remains on what matters most.
Centerpoint's ERP CRM system is designed to drive your business forward by offering:
With our CRM Module, you can enhance your customer service by centralising customer data and communication, ensuring that you provide personalised and efficient support.
Our CRM system provides real-time data, enabling informed and enhanced decision-making in the fast-paced world of business.
Centerpoint's CRM module fosters team collaboration by providing a centralised platform for communication and data sharing. Teams can collaborate seamlessly, share insights, and coordinate efforts to provide a unified customer experience.
Our CRM system ensures comprehensive customer data management. It allows for the centralisation of customer information, making it easily accessible and up-to-date. This feature enables businesses to maintain accurate customer profiles, track interactions, and streamline data for efficient use across various departments.
The Centerpoint ERP app is currently hosted on Azure, and it benefits from Azure's comprehensive security features. This includes advanced data encryption, strict compliance with international security standards, and regular updates to its security protocols. Additionally, our data backup and recovery plans are robust, ensuring data integrity and availability. In addition to the robust security measures provided by Azure, the Centerpoint app also integrates with Microsoft Single Sign-On (SSO) for secure access control. This integration ensures streamlined identity management and, when combined with potential two-factor authentication, significantly reduces the risk of unauthorised access.
Centerpoint’s CRM module streamlines the sales process, enabling your sales team to save time and enhance their overall sales performance. In turn, this contributes to increased revenue and improved customer satisfaction.
Let us show you how Centerpoint ERP can enhance your operations more quickly than you might think!
A CRM Module within an ERP software system is a customer relationship management tool integrated into an Enterprise Resource Planning platform.
A CRM Module in an ERP system helps businesses consolidate customer data, and streamlines business operations by providing a unified platform to manage leads, opportunities, and customer interactions.
CRM module highlights include an intuitive business development tool for defining and allocating leads, tracking key events through a staged workflow, and providing weighted and unweighted forecast reports for potential opportunities.
A CRM Module in an ERP system can benefit business operations by increasing sales, improving customer service and marketing efforts, and providing valuable insights into customer behaviour/ preferences.
Centerpoint CRM has been developed as an out-of-the-box solution to fit the complex needs of a variety of industries. It can also be customised to fit your unique requirements.
Data security is a top priority for CRM Modules in ERP systems. Centerpoint includes robust security measures to protect customer data. The Centerpoint app is currently hosted on Azure, and it benefits from Azure's comprehensive security features. Additionally, our data backup and recovery plans are robust, ensuring data integrity and availability.
Yes, Centerpoint CRM has been designed to scale with business growth.
Centerpoint CRM includes a dashboard for each module which captures the key information and displays the data in the form of table. These reports provide valuable insights for decision-making.
A CRM Module enhances marketing efforts by providing comprehensive customer data, enabling targeted marketing campaigns.
The CRM module is included with Centerpoint from the offset. We provide full onboarding and training as part of the package to ensure seamless integration of the CRM Module into your existing business processes so you can immediately start reaping the benefits.