Customer
Relationship
Management
Customer Relationship Management (CRM) isn't just about opportunities and sales. It's about having a full 360 degree view of your business and how it impacts on your customers. Enterpryze provides all the answers your team needs both in the office and on the road to provide excellent customer service
Opportunities & Quotes
Tracking sales from the initial enquiry through quotation and onto an order is critical to business success and predictability. Enterpryze provides solutions to help you monitor and track leads through the different sales stages and create quotes with detailed product information that can be easily converted to an order.
Create opportunities, Quotes, Order and Activities via mobile
Send quotes for digital approval
Get alerts when you new transactions are created
Analyse pipeline activity, win loss ratios and more
Monitor Margins to ensure profitability
360 view
Being able to see critical business data helps your team make informed decisions. Enterpryze provides a full 360 view so you can give customers commitment on delivery of products and services
See the current position of all open transactions
See live stock information to make informed decisions
See all relevant data from the mobile app
Give customers access to a portal so they can self serve
Field based Customer Service
Whether it is to track activities or opportunities, create quotes and orders or manage deliveries and payments Enterpryze provides your field team with the tools they need to make more informed decisions without the need to contact the office. Whats more your team can access the information even when they aren't connected to the internet
Apps to manage leads, quotes, orders, deliveries, invoices and payments
see real time stock counts by location
Plan and manage van deliveries and payments
Monitor and manage field service calls
Scheduling and planning
Committing products to customers is one aspect of good customer service. However that stops short of being able to make commitments on deliveries and installations. Customer service doesn't stop at the order but continues right the way to completion. That's why Enterpryze has a powerful resource scheduling tool to manage the last steps of a sale
Plan orders, deliveries, activities and service calls
Assign people and resources
Plan production, delivery, commissioning and service in one place
Provide ongoing customer notification around orders, deliveries and services
Margin calculations
Knowing Margins at the point of quotation and order ensures greater margin control later on and improves bottom line profitability. Enterpryze can provide users or managers with detailed margin information to make more informed decisions
Track margin at product level
Monitor Customer Margins
Calculate production costs
See Margin on projects, installations and service
