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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. 

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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

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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

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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

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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

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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

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Track margin at product level

Monitor Customer Margins

Calculate production costs

See Margin on projects, installations and service

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Other Key Features

Quote to order digital approval

Drag and Drop lead management 

Historical tasks and activity tracking

Outlook integration

Send emails directly from Enterpryze with PDF attachments including product data

Get notified on browser or mobile on transactions related to you

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Contact Us

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Enterpryze Map

With Offices in Europe, North and South America and South East Asia we are ready to talk

24 hours a day 5 days a week

Dublin, Ireland

+353 1 9053616

Birmingham, UK                           +44 121 295 0960

Vancouver, Canada

+1 213 532 8233

Bogota, Colombia                        +1 213-669-6515

Kuala Lumper, Malaysia

+ 603 2712 3240

Singapore, Singapore                  +65 31586989

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