Cetec ERP

Built-in CRM

CRM and sales management functionality are fully integrated, so there is no duplicate data entry, no integration difficulty, and no additional cost/project headache.

Calendar Reminders/Follow-ups

• Log phone calls, emails, or​“touches” on leads; set reminders on any follow-up notes logged.
• Send reminders to your own email/calendar account and automatically create calendar reminders to remind you to follow up with the lead.

Custom Lead Pipelines

• Lead funnels track the progress of your lead from lead generation to closure and conversion; you may assign the lead to other personnel in the sales department at any step along the lead cycle. 
• There are five default lead states that your lead will pass through during its entire lifecycle: inactive, pending qualification, development, quoting, and customer. You may customize your own lead stages to model the lead funnel based on your own unique sales process.
• Pipeline reporting — track lead conversion probabilities, dollar values, and estimated conversion dates for a realistic forecasted pipeline of upcoming sales and respective dates.

Customer & Contact Management

Maintain customer account and contact information, log customer interaction in the knowledge base, set follow-up reminders with email invites and calendar event creation, sync new and current customers with Cetec ERPs lead system, jump to and from related customer objects (associated, quotes, orders, invoices, production requirements, etc.), and more.

Customer Case Management

Track customer issues, complaints, and satisfaction cases; enforce consistent follow-up on customer complaints to deliver actions unto resolution of customer open cases

Integrated CRM

Full-suite CRM and sales management tools are integrated into the core Cetec ERP platform, so there is no duplicate data entry, no integration difficulty, and no additional cost/project headache. CRM capabilities in Cetec ERP include customer management, contact management, lead management, lead workflow and stages, lead funnel reporting, lead followups/notes, lead follow-up reminders with Calendar integration, lead pipeline reporting based on conversion probability, net potential sale, and estimated conversion date, opportunity/pipeline tracking, and more.

Last Touch Reporting

Create a list of follow-ups sorted by​“last touch” to stay in close contact with your most active leads.

Mobile Access & Field Service

• Outside sales representatives can log in from anywhere to the Cetec ERP cloud and check customer account status, generate quotes, check inventory information, and more
• Cetec ERP’s cloud deployment means your off-site field service representatives can log in remotely from anywhere, clock time to jobs, check order statuses, and issue invoices, i.e., anything within the ERP system can be performed from the field with zero setups; all you need is a web browser on your mobile tablet or smartphone.

Sales Management & Quote Tracking

Track summary and details on the quoting activity and efficiency of your sales team; analyze lost and won business; chase higher profit business; track high-performing sales personnel.