Customer Management
Procurement Connect has an internal CRM that may be used, but we recommend using one of the Enterprise CRM Tools available on the market. We will help you integrate your existing CRM or help you set up a new one.
Why Choose Our Customer Management System?
Centralized Order Management: Our system provides a centralized platform to manage all your orders in one place. From order creation to fulfillment and delivery, you'll have complete visibility and control over every step of the process.
Automation and Efficiency: Say goodbye to manual and time-consuming order management tasks. Our system automates repetitive processes, such as order entry, inventory updates, and shipping notifications, freeing up your team's valuable time and ensuring accuracy.
Seamless Integration: Our Order Management System seamlessly integrates with your existing systems, such as your e-commerce platform, ERP, CRM, and logistics providers. This integration ensures smooth data flow and eliminates the need for manual data entry, reducing errors and improving efficiency.
Key Features of Our Customer Management System
Order Processing: Our system streamlines the entire order processing workflow, from order creation to fulfillment and invoicing. You can easily manage order details, track progress, and generate invoices with just a few clicks.
Order Tracking and Communication: Keep your customers informed and satisfied with our order tracking and communication tools. Send automated order status updates, shipping notifications, and tracking information to your customers, providing them with real-time visibility into their orders.
Reporting and Analytics: Gain valuable insights into your order management processes with our robust reporting and analytics capabilities. Generate custom reports, track key performance indicators, and make data-driven decisions to optimize your operations.
Key Features
Quoting
Customizable and Branded Quotes are delivered electronically directly to your customer in a timely manner. Verification and standardization of current pricing, and product description.
Beautiful, professional-looking email templates.
Communications and Conversations
Document Management and Tracking
Sales Automation, call tracking . Recording and Follow Up Contact management to keep your sales contacts organized
Pipeline Management
Sales Analytics and Reporting
Customized Dashboard to help analyze, number deals, how are they performing, measuring progress