Global Shop Solutions

Global Shop Solutions takes customer relationship management to a new level with​“single-screen simplicity.”

Everything you need to know about a customer or prospect — from order history to work in progress to credit rating and payment status — is instantly available from one central screen. With nothing more than a P.O. number, employees can:
Access all customer information, including job title and function, multiple email accounts, multiple contact numbers, and more

• Track new sales tied to a prospect or a customer, forecast the sale close date or research the sale dollars, type of sale, and ship date. 
• Drill down to access financial information, such as payment history, credit limits, and days outstanding.
• Document customer preferences, quality issues, and other information vital to building strong customer relationships.

Never again will your employees have to waste time using stand-alone systems, Excel spreadsheets, etc. And never again will you have to tell a customer,​“I can’t seem to track down that information. Let me get back to you.” 

Sales Module

Build reliable models for sales forecasting through Global Shop Solutions’ powerful CRM. Sales forecasting capabilities integrate a wide range of prospect and opportunity data as reported within the system. Features include:

• Fully integrated with Global Shop’s One-System ERPTM software
• Single point of entry to access all of the critical information of your customers, prospects, and vendors
• Opportunities/campaigns
• Open sales orders, open shipments, sales history, work orders
• Website information
• All notes
• To-do lists
• Ability to create quotes and sales orders from an opportunity
• Extensive searching capabilities
• Reporting
• A versatile contact management screen includes prompting for all daily events, including customer follow-up, sales campaign management, letter creation, labels, and email
• Extensive sales funnel with reminders
• Forecast modeling

Sales Opportunity & Marketing Management 

Through Global Shop Solutions CRM, sales and marketing staff can keep close tabs on orders and accounts in terms of status, opportunities, sales, and service. Key data is available 24⁄7 from any location to ensure continuous visibility into your sales pipeline for increased management of prospects and customers. Evaluate opportunities as they move through the sales cycle and measure results against sales forecasts.