Customer Relationship Management (CRM)
The Customer Management Suite includes web-based customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.
How Customer Relationship Management can work for you
GRP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into GRP from the very beginning. It is not a loosely integrated module like other products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
Integrated content management. GRP provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides every member of your team a 360-degree view of all customer activities and records. Address information seamlessly flows between the business account and contact forms, including different address information for contacts.
Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the GRP Customer Portal. Helpful tools give customers access to information about their interaction with your agency/ company and enable activities online.
Key benefits of CRM for your business
Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.
Empower your customers
Give customers access to the financial and case information you choose through your Customer Self-service Portal.
Team approach to sales and service
Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.
Improve Customer Service
Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests. Create multiple quotes for a single opportunity. Once the customer accepts an offer, a sales order and invoice can be created based on the quote.
CRM Add-In for Microsoft Outlook
The GRP add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach email contents to CRM.
Real-time Synchronization with Salesforce
GRP supports bi-directional real-time synchronization of data between GRP and Salesforce CRM, allowing for simultaneous work in both systems. Users can choose to export the following entities to Salesforce by predefined scenarios: Leads, contacts, business accounts, opportunities, stock and non-stock items, and sales prices.
Track Campaign Expenses
Track expenses and revenue related to a marketing campaign (requires the GRP Project Accounting module).
Display lead analysis and lead response time metrics to provide valuable information for marketing personnel.
Quick access to important activities
Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them.
Customer Management Applications