Boost sales and user satisfaction with Priority's CRM module
Priority's CRM module promotes your sales growth and upgrades business efficiency with smart management of leads and business opportunities.
With a view of your sales funnel, you can forecast potential sales and achieve quick, focused results.
Take a quick tour and follow the Lead to Cash process
“Previously we've had to turn back large customers where we couldn't integrate with their systems and now obviously we are able to because of the next day delivery service that we can offer now which we couldn't previously, that has increased the order intake by 30% as well.”
Tinkle Jain, CEO, Nautilus Designs
Priority CRM module gives you a true competitive edge
Effective lead and opportunity management
Enhanced campaign management and ROI
Improved sales performance
Proactive service delivery
Key features
Lead and opportunity management
Recording leads in the system provides a clear picture of each lead's progress and helps quickly convert it into a real sales opportunity.
All processes are managed through smart automations that simplify work, including reminders that guide you at every step with the customer, and help maintain continuous contact with detailed documentation of phone calls and customer meetings.
Quotes and Orders
Preparing quotes and orders has never been easier and faster! With a visual product catalog that integrates item prices from customer price lists, available inventory, and additional details, you can create quotes and orders easily and quickly.
Additionally, you can see profitability already at the quote or order stage and make smart management decisions in real-time. With smart process management in quotes/orders, you'll receive real-time alerts at every stage of the quote or order, including sending customer quotes/orders directly from the system, ensuring smooth and efficient process management.
Through the Click To Sign tool, the customer can sign the quote/order, and their signature will be automatically updated in the system.
Customer Account Management
Priority allows you to store rich and comprehensive information about each customer, including logistical details such as customer address, contacts, sites, customer price lists, and business reports and analyses at the customer level.
Additionally, you can save important financial information, such as the customer's credit terms and credit limit, bank account details, and more.
Furthermore, Priority provides solutions for creating automatic invoices and enables receiving payments from customers through various payment methods such as Bit, Google Pay, and more – through the Priority Payments solution.
Sales Targets
With an advanced sales management system, you can effectively set precise targets for your sales agents and manage goals for SKUs, quantities, periods of time, and more.
The system allows each agent to track their targets clearly, with real-time updates on performance. This way, every agent can see their progress and focus on the right areas to achieve their goals.
Additionally, you can define flexible targets, integrating data such as geographic regions, product categories, time periods, and more – all to ensure that results meet expectations. You can enable your field agents to work with Priority's field agent application.
Customer service
The CRM system enables management, optimization, and improvement of customer relationships by organizing and storing all customer details, including names, contact information, customer price lists, purchase history, and previous communication.
Beyond this, the system tracks interactions with customers, such as phone calls, emails, meetings, and more, allowing service teams to maintain communication continuity and provide better service.
Additionally, it provides reports and services that help in making effective business decisions, enabling customer support and retention while providing a comprehensive view of customer activity.
Case studies
FAQs
Can ERP replace CRM?
ERP cannot fully replace a CRM system as ERP and CRM both serve different functions. While ERP incorporates business processes, like finance, logistics, and manufacturing, into one centralized management system, a CRM system is designed to drive sales and handle customer-related information that helps the company improve customer relationships. While some ERP systems, like Priority, include CRM capabilities, a standalone CRM software is more comprehensive.
What is sales ERP?
ERP for Sales is a module designed to manage and improve sales-related activities. It enables sales teams to control the whole sales cycle, from lead generation through order fulfillment, as well as the issuance of sales quotations and invoicing, to guarantee precise order transaction processing. Sales teams can create efficient sales plans and enhance cross-departmental communication and cooperation thanks to real-time visibility into sales performance and customer data.
What types of businesses can benefit from implementing CRM & Sales ERP?
Most organizations often require both. Priority combines a native CRM module that easily integrates with 3rd part systems, providing a holistic view of the organization's customer data. When both are working together, a CRM and an ERP can maximize business growth.
Is a CRM & Sales ERP solution is essential for any business to succeed in today's competitive environment?
Businesses of all sizes, industries, and sectors, whether B2B, B2C, or even B2G, benefit from implementing an ERP system that integrates CRM and Sales management modules, especially in sales, marketing, and customer service units. The CRM & Sales ERP facilitates business process automation to streamline customer lifecycle management, increase sales, improve customer retention, and improve decision-making, fostering smoother, quicker company operations.
Can CRM ERP provide a complete overview of customer data?
An integrated ERP CRM system helps businesses gather and consolidate data from multiple customer touchpoints to gain a 360° overview of all customer data throughout the complete customer journey. While the ERP component assists in managing “back office” processes (sales and orders, inventory management, transactions, and more), the CRM component stores and helps manage customer information (such as contact information, purchase history, preferences, and support queries).
