A prospect becomes a customer, without retyping.
One click turns the CRM record into a customer in order management. Address and contact person come along, and the link back to the CRM stays in place.
In active developmentThe CRM is still growing. The transfer to order management is in place and in use.
From first contact to invoice
The contact in the CRM and the customer on the order are not a pair from two programs that you have to keep in sync.
- Contact in the CRMCompany, contact person, history and sales opportunity.
- Create customerOne click transfers the record to order management.
- Quote and orderCreate a quote and, once accepted, turn it into an order confirmation with one click.
- InvoiceAfter the job and sign-off, the invoice is created for the same customer.
What a shared set of data gives you
- No second entryYou do not type the address and contact person into order management again.
- The way backFrom the customer, the link takes you back to the CRM record with its history and documents.
- Transfer existing customersCustomers already in order management can be transferred to the CRM in one run.
Related
Want to know when the CRM is ready?
Tell us what you need in your sales process. We will get back to you, show you the current state and add your wishes to development.
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