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Customer Management
Why Choose Logix ERP
Customer Management system ?
CRM
1. ERP and CRM that work together

Customer Management (also called Customer Relationship Management) was built into LOGIX ERP from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.

2.Integrated content management

LOGIX ERP provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.

3.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 LOGIX ERP Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.

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The Benefits of LOGIX ERP Customer Management

360 Degree View

Gain a complete view of project-related costs for materials, labor, services, and inventory items.

Empower your Customers

Give customers access to the financial and case information you choose through your Customer Self-service Portal.

Track Campaign Expenses

Track expenses and revenue related to a marketing campaign (requires the LOGIX ERP Project Accounting module).

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 Outlook

The LOGIX ERP 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 e-mail contents to CRM.

Real-time Synchronization with Salesforce

LOGIX ERP supports bi-directional real-time synchronization of data between LOGIX ERP 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.

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.

The Fastest way to grow your Business with LOGIX ERP

Check out Plans and Features.

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Customer Management Modules

Sales Automation

Provide a complete view of opportunities and contacts to make your team aware of all experiences that may influence the sales decision. Improve efficiency with workflow-assisted lead assignment and sales process management.

Integrated Marketing

Manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources.

Service and Support

Reduce response times, improve customer satisfaction, reduce support costs, and improve billing accuracy. Create a case from captured web form inquiries or manual entry. Assign cases, escalate per your set policies.

Customer Self-Service Portal

Furnish 24/7 customer access to account information, creation of new support cases, and the latest case updates through the on-line self-service portal.

For more information, you can contact us!

By calling us on the number

920003759

Or contact us via e-mail

marketing@ss4it.com.sa

sales@ss4it.com.sa

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