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Updated on 3/14/2019
Help by Modules latest
CRM
Direct link to topic in this publication:

CRM or Customer Relationship Management module in Greenestep helps you to achieve the following goals:

  • Prospects Management
  • Contact Management
  • Customers Profiling and Management
  • Maintains Customers interaction history and transactions data
  • Sales Force Automation
  • Tasks Linking and Management
  • Over 300 pricing rules and Pricing Master Configuration
  • Track demographic / buying patterns to retain customers
  • Allows Leads and Customer Analysis
  • Create seasonal and customized campaigns to reach to prospects
  • Track discounts, expenses, profitability of products and services per campaign
  • Consolidated view of an individual customer’s purchase history and outstanding balance
  • Tracks sales leads and activities, from first contact to final closing
  • Customers Receipts Tracking
  • AR Aging and Analysis
  • Customer Credit Controls
  • Task Management with Reminders