ProcessPro
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Customer Relationship Management for ProcessPro
CRM
Aptean Process Manufacturing ERP software CRM solution provides enterprise-wide access to vital customer information — anytime, anywhere. CRM integrates sales, marketing, and customer service functions, making it easier for everyone inside your company to work together and share critical information.
Features of CRM:
Sales Automation
- Account & contact management
- Opportunity & lead management
- Calendar & activity management
- Sales forecasting & reporting
- Quotes & order entry
- Territory management
- Process & workflow automation
- Escalations & auto-notifications
Marketing Automation
- Campaign management & reporting
- Outbound call & e‑mail marketing
- Lead & list management
- Customer segmentation capabilities
- Detailed campaign analysis
- Customer care automation
- Case management
- Reporting
- Ticket tracking
- Knowledgebase
Workflow Automation
- Customer communication management
- Customer self-service Web portal
- Microsoft ® Outlook® integration
- Web & mobile access
- Offline synchronization
- Computer telephony integration (CTI)
- Automated workflow
- Configurable/customizable
- Flexible deployment options
ProcessPro Modules
- Materials Management for ProcessPro
- Sales & Order Management for ProcessPro
- Financial Management for ProcessPro
- Production Management for ProcessPro
- Supply Chain Management for ProcessPro
- Customer Relationship Management for ProcessPro
- Additional Capabilities for ProcessPro
- Services & Support for ProcessPro