‪ERP Software for CRM & Sales Needs

Key Functionalities

Lead & Opportunity Management

Priority’s advanced customer management tools help you qualify leads, assign leads by region and qualification to the right sales reps, and track sales progress using Priority’s built-in Business Process Management (BPM) tool, to better understand, improve and automate your sales processes. Use Priority BPM to track timelines, follow up on opportunity-related tasks, and ensure compliance with your organization’s opportunity management policies, such as proposal authorizations.

Account Management

With Priority‘s dedicated customer account management tools, you’ll get a holistic, real-time view of your customers, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging, and more. Priority account management designates all the tools and strategies you need to build relationships with current and potential customers.

Sales & Order Targets

An advanced sales management tool, Priority helps you create a hierarchy of targets for sales reps, rolling up through the regional level, and above, enabling you to define if your team should hit or exceed sales in a given timeframe. Target management tools enable you to set monthly targets for sales reps and customers, and evaluate targets based on orders or invoices.

Target & Forecast Analysis

With Priority, you can efficiently slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other values, to accurately estimate future sales, make better-informed business decisions, and predict short- and long-term performance. Analyze real-time data to generate aggregates across any dimension, including product, region, and sales team.

Reporting & Charting Tools

Create and customize dashboards, reports and charts using Priority‘s convenient built-in Wizards and Standard Operating Procedures (SOPs). Facilitate easy report and chart generation by configuring and personalizing your home page with dashboards that best fit your job role and responsibilities. Analyze your sales performance, and generate business analysis reports powered by Priority’s built-in BI tools. With Priority, you can generate reports for sales reps and managers, and integrated custom-designed customer reports using Priority’s BPM tools.

Field Sales App

Mobilize your field sales team with full access to Priority’s CRM from any mobile device or tablet, anywhere, any time. Off-site sales reps will benefit from end-to-end system functionality, including access to real-time customer and sales information and documentation. You can track sales routes and follow teams’ daily schedules, while your sales reps can access van sales, and pre-sales tasks – right from their mobile device.

Price Quotes & Orders

Priority CRM conveniently displays product catalogs, including images, with the ability to update quotes and easily convert them into orders, bill your customers and manage received payment, including access to up-to-date customer credit information. With Priority CRM tools, you can view up-to-date customer ledger and aging data, and make better-informed business decisions.

Tasks & Surveys

With Priority CRM, you can automatically assign tasks and/or surveys for sales opportunities or leads, and manage general sales-related tasks and/or tasks for customers, on-the-go, from your mobile device or tablet. Easily report progress on tasks and projects, meetings with customers, and more. Manage contract review checklists, and access and conduct customer satisfaction surveys – all on a single platform.

Priority for CRM & Sales

Manage, control and accelerate your sales

Advanced ERP solutions to increase sales and your bottom line

Simplify complex sales and marketing processes