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Customer Relationship Management

The CRM module enables you to manage your entire Sales & Service process by offering:

  • Insights into open, closed and won opportunities and the closing probability

  • Sales funnel visualisation per stage and over-time status overview

  • Leads follow-up reporting

  • Detailed Sales activity reporting

  • Logged tickets or incidents (from Service Desk)

  • Dimensions include sales representative, date, customer, location, lead source, lead status, service contracts, service orders, work order type, etc.

Power BI "Out-of-the-Box" CRM Analytics Module

Customer Analytics will give you the opportunity to reach out to more prospects, increase conversion and increase customer satisfaction.

The functionalities will empower your business, your marketing department, your sales reps, and your service teams and allow you to take better care of your customers, from lead to service after sales!

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