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Sales and Customer Relationship Management (CRM)

ERP software for manufacturing and distribution

OptiPro Manufacturing’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 OptiPro Manufacturing’s Sales and CRM Software?

With OptiPro Manufacturing, 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.
OptiPro Manufacturing’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.

See More of OptiPro Manufacturing in Action

WATCH PRODUCT TOUR
DACSA
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We are preparing ourselves on several fronts to grow in sales volume and geographical areas and to have more dynamism when producing. We want to bet on this growth with a solid foundation. That’s why we went with OptiPro Manufacturing.
– René Hernández, General Director, DACSA
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Benefits of OptiPro Manufacturing’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 e-commerce, Microsoft Outlook, Salesforce, and more.

Improved Decision-Making

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.

Empowered Customers

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.

OptiPro Manufacturing’s Sales and CRM Mobile App

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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.
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OptiPro Manufacturing’s Sales and CRM Functionality

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Container Receiving

Sales and Opportunity Management

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

Marketing Campaign Management

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

Customer Management

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

Service Management

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

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.
Account-payable

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.
Integrated Reports

Customer Portal

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

E-commerce 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.
Master Data Management

Microsoft Outlook Integration

Synchronize and manage customer contacts and email quotes and invoices with full Microsoft Outlook integration.
Three-way Matching

Salesforce Integration

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

How to Know if You Need OptiPro Manufacturing’s Sales and CRM

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If questions like these are keeping you awake at night, you will likely benefit from OptiPro Manufacturing’s Sales and CRM software.
How to Know if You Need OptiPro Manufacturing’s Sales and CRM

OptiPro Manufacturing Sales and CRM Resources

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Data Sheet

OptiPro Manufacturing Sales and CRM

Infographic

Mobile Sales App

Blog

7 Ways to Win New Customers

See how OptiPro Manufacturing meets your unique needs

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