Priority Software ERP

Customer Relationship Management Module

Priority’s comprehensive CRM includes two central components: 

• Marketing automation to manage overall marketing activities 
• Sales Force Automation (SFA) to manage sales reps and channels

Further, users can enjoy the convenience of these CRM modules: 

Customer Lifecycle Management

Everything from lead generation to price quote and sales order recording, shipments, receipt of payment, service center call management and repeat orders, where applicable. 

Priority’s CRM also enables users to track sales performance and order management and generate uniquely detailed customer data, such as finances, logistics and operations and these module highlights:

Lead Management 

Lead qualification according to region/qualification directly to appropriate sales rep; tracks progress using Priority’s built-in Business Process Management (BPM) tool.

Opportunity Management

Priority BPM effectively tracks timelines, including follow-up of opportunity-related tasks, in accordance with an organization’s opportunity management policies.

Account Management

Comprehensive, holistic view of customer all on a single platform, including contacts, tasks, sales ops, quotes, order backlog, shipping and invoicing, payment/billing status and aging.

Sales & Order Targets

Create a target hierarchy for sales reps, rollup through region level and higherTarget & Forecast Analysis — Effectively analyze and approach sales pipeline ops according to region, timeline, rep, product suite, quantity and other factors.

Marketing Campaigns

Create, manage and measure effectiveness of marketing campaigns to choice market segments.

Reporting & Charting Tools

Use Priority’s selection of built-in Wizards and Standard Operating Procedures (SOPs) to develop and customize dashboards, reports and charts; users can easily configure their home page with optimal dashboards to suit needs/roles/responsibilities, including the system’s integrated Business Intelligence (BI) tools to analyze/review customer data.