Track and optimize sales with complete customer lifecycle management.
Priority’s advanced CRM solution promotes your sales growth and upgrades business efficiency with smart management of leads and business opportunities. With a full real-time view of your sales funnel, you can enjoy accurate forecasting of potential sales and achieve quick, focused results.
Schedule a no-obligation call with one of our experts to get expert advice on how Priority can help streamline your operations.
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.
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.
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.
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.
Send surveys automatically to relevant and potential customers at every stage of the sales cycle, and easily collect vital real-time information about their satisfaction. Quickly analyze the data to improve, refine, and enhance your customer experience at every touchpoint in the sales process.
Allow your field agents convenient access to the system from any smartphone or tablet, anywhere and anytime. The system offers a unique mobile solution that enables easy and efficient management of various agent activities, focusing on the specific needs of field sales work, such as creating quotes or customer orders on-site, visually presenting the item catalog to the customer, generating reports, collecting payments from customers, processing credit card payments, and more. The application is intuitive, easy to use, and ready for immediate use.
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.
“With Priority’s strong BI and management dashboard, we can view our entire operations in real time.”
Nadav Razon, CEO of Solara
“Priority was one of several ERP solutions we evaluated. From the start, it was clear that Priority was the right choice for our business due to its flexible infrastructure.”
Tony Adams, Engineering director at Ionoptika
“One of Priority’s strongest features is the system’s customization ability. Priority effortlessly fits our business like a glove”
Yoav Shtal, CIO at Eastronics.
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).
Can I connect my current CRM program to my ERP system?
It is possible to combine an ERP system with currently installed CRM software. Many CRM and ERP suppliers provide APIs that enable easy data exchange between the two platforms. To ensure consistency and real-time data flow between the two systems, the integration process frequently entails mapping and synchronizing pertinent data (client information, sales orders, and invoices).
Do CRM ERP systems have security measures to protect sensitive customer data?
CRM ERP solutions include built-in data security features to safeguard sensitive client information. CRM ERP solutions usually use a variety of security measures to safeguard customer data. One of these is role-based access control, which grants access to data only to those who have been authorized. Data encryption is used to safeguard sensitive information both during transmission and storage. Multi-factor authentication adds an extra degree of security to user logins.
Does CRM ERP support Multi-channel client communication?
CRM ERP can manage customer interactions across a variety of platforms, channels, and media, such as chat, social media, email, phone, etc., with ease. By integrating customer information and communication history, CRM ERP enables businesses to provide a consistent and customized customer experience across a variety of touchpoints. CRM ERP solutions offer a seamless and efficient communication management process that aids businesses in satisfying consumer needs, forging closer ties, and better-retaining customers.
Can CRM & Sales ERP be customized to meet specific business needs?
Priority's CRM & Sales ERP system can be quickly customized to accommodate specific company objectives. Our ERP solution enables organizations to adapt the functionality, workflows, and data fields to customize sales pipelines, set process automation rules, and tailor the system to their specific processes and needs. Priority's integrated CRM and Sales ERP solution can also be customized to operate seamlessly with the organization's existing software and data sources. With this level of flexibility, the CRM and Sales ERP system supports streamlined operations and enhances overall effectiveness in managing sales processes and customer relationships.
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