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Customer Relationship Management

CRM from the acquisition of new customers on to customer segmentation through to sales force automation and multifaceted analyses - Comarch ERP Enterprise increases your sales opportunities considerably and you optimize contact to your customers.

Customer and market expertise have become decisive factors in competition. Above all, your employees in marketing and sales need fast and constant access to data and information on your customers and contacts, so that they can make the right decisions quickly and effectively at all times. Comarch ERP Enterprise can help your employees master the challenges. Along with other frameworks, the Relationship Management framework provides you with extensive functions not only for Customer Relationship Management (CRM), but also for managing relationships with other partners in general (PRM).

  • Management of relationships with customers as well as with other partners
  • Sales campaign management
  • Sales opportunity management for prospective sales/clients
  • Activity management
  • Multi-faceted evaluation options through OLAP database
  • Customer view
  • Overview of all activities
  • Query of and access to all documents
  • Partner master data stored centrally
  • Convenient search
  • High degree of customizing
  • Individually expandable partner relationships and references
  • Freely definable marketing data and user-defined fields
  • Notes with automatic creation of references
  • High integration level
  • Workflow: rules, activities/tasks, escalation management, etc.
  • Sales: complete voucher references chain starting from campaign through sales quotation and order right up to invoicing
  • Document management: Knowledge management, and the option of mass mailings (mail-merge letters, serial/direct mass e-mail)
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