United States OptiProERP.com United States

Sales and Customer Relationship Management (CRM)

ERP software for manufacturing and distribution

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OptiProERP’s Sales and Customer Relationship Management (CRM) allows you to manage the entire customer lifecycle more efficiently – from initial contact to sale, production, after-sales service, and support.

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Why Choose OptiProERP’s Sales and CRM Software?

With OptiProERP, Sales and CRM are built into and integrated with your ERP, giving you full and end-to-end visibility from marketing and sales to production, order fulfillment, after-sales service, and support.

OptiProERP’s Sales and CRM will help you better serve your customers and increase revenue with the ability to:

  • Track: Customer interactions and order history.
  • Automate: Quote to production to cash processes.
  • Check: Order status and inventory availability in real time.
  • Manage: All customer data in one place, from any device.
ERP Software Demo

See More of OptiProERP in Action

Why Choose OptiProERP’s Sales and CRM Software?

ERP Software Demo

See More of OptiProERP in Action

With OptiProERP, Sales and CRM are built into and integrated with your ERP, giving you full and end-to-end visibility from marketing and sales to production, order fulfillment, after-sales service, and support.

OptiProERP’s Sales and CRM will help you better serve your customers and increase revenue with the ability to:

  • Track: Customer interactions and order history.
  • Automate: Quote to production to cash processes.
  • Check: Order status and inventory availability in real time.
  • Manage: All customer data in one place, from any device.

Benefits of OptiProERP’s Sales and CRM

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End-to-end Visibility

End-to-end Visibility

Connect financials, marketing, sales, production, shipping, service, and support.

Increased Revenue

Gain more profitable sales conversions and a 360-degree view of your customers.

Better Customer Service

Better Customer Service

Provide real-time order status and faster, more accurate service and support.

Consolidated Orders and Data

Consolidated Orders and Data

Integrate with eCommerce, Microsoft Outlook, Salesforce, and more.

Empowered Customers

Improved Decision-Making

Execute based on timely, accurate data on all aspects of the sales process.

Streamlined Service Management

Streamlined Service Management

Simplify customer warranties, service calls, and service contracts.

Manage distributed demands

Empowered Customers

Give your customers a portal to pay bills, place orders, and view reports online.

Increased Agility

Increased Agility

Respond faster to customer needs with dashboards showing trends and forecasts.

OptiProERP’s Sales and CRM Mobile App

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Sales Management

Mobility matters in today’s 24/7 world

Access Sales and CRM from anywhere, on any smart device.

  • Sell smarter with the mobile app designed for busy sales teams on the move.
  • Manage leads, customer accounts, view stock, and place an order.
  • Deliver a superior customer experience, anywhere, anytime.

OptiProERP’s Sales and CRM Functionality

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Sales and Opportunity Management Sales and Opportunity Management

Sales and Opportunity Management

Track all sales opportunities and lead activities throughout the sales cycle, from the first contact to deal closing.

Marketing Campaign Management Marketing Campaign Management

Marketing Campaign Management

Create, manage, and analyze marketing activities to turn prospects into customers and grow sales and profitability.

Customer Management Customer Management

Customer Management

Store all critical customer data in one place, with dashboard views for all relevant information.

Service Management Service Management

Service Management

Craft and manage warranty contracts and service agreements efficiently and enter and respond to service calls quickly.

Reporting and Analysis Reporting and Analysis

Reporting and Analysis

Create detailed reports on every aspect of the sales process, including sales forecasting, pipeline tracking, and lead metrics using time-saving report templates.

Mobile Sales Mobile Sales

Mobile Sales

Empower your entire sales organization to manage up-to-date information and close deals on the move anytime, anywhere from any mobile device.

Customer Portal Customer Portal

Customer Portal

Provide a web-based, two-way portal for your customers to access account, order, payment, and service/support information.

eCommerce and EDI Integration eCommerce and EDI Integration

eCommerce and EDI Integration

Bring in sales orders and customer data from all channels and enable a connected omnichannel experience across mobile, online, and brick-and-mortar channels.

Microsoft Outlook Integration Microsoft Outlook Integration

Microsoft Outlook Integration

Synchronize and manage customer contacts and email quotes and invoices with full Microsoft Outlook integration.

Salesforce Integration Salesforce Integration

Salesforce Integration

Integrate data bi-directionally with Salesforce or your preferred CRM system.

How to Know if You Need OptiProERP’s Sales and CRM

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If questions like these are keeping you awake at night, you will likely benefit from OptiProERP’s Sales and CRM software.

How to Know if You Need OptiProERP’s Sales and CRM

OptiProERP Sales and CRM Resources

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OptiProERP Sales and CRM

Data Sheet

OptiProERP Sales and CRM

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Mobile Sales App

Infographic

Mobile Sales App

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7 Ways to Win New Customers

Blog

7 Ways to Win New Customers

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See how OptiProERP meets your unique needs

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