Customer Management
Manage sales contacts and Leads to convert opportunities into revenue
Even under ideal business conditions, sales opportunity management is critical to your success. So when times get lean, you cannot afford to lose a single deal to your competitors, especially because of poor communication or spotty customer service. As competition and customer expectations increase, managing the flow of information between your company and your customers and prospects becomes a bigger challenge every day.
Seamlessly Convert Your Contacts into Sales Orders
HoneycombERP® Contact & Opportunity Management is an easy-to-use, web-enabled solution for managing your sales opportunities. As an integrated part of HoneycombERP® Customer Management, Contact & Opportunity Management streamlines, manages and tracks sales activities and opportunities.
The seamless integration between Contact & Opportunity Management and other HoneycombERP® modules, such as Sales Quotes, Sales Orders, Bid Process Management and Contract Management, helps compress sales cycle times, reduce data entry errors and increase customer service levels. With one mouse click, prospect information can be populated instantly into a sales quote and. With another click, that information can be converted into a sales order and processed to populate a master customer file.
Main elements of HoneycombERP® Contact & opportunity Management solution are:-
Module Features
- Record Contact Details
- Search Contacts
- Track Leads based on Contacts
- Hierarchical Contact Management
- Synchronize Contacts with Outlook
- Lead Management
- Lead Conversion Lifecycle
- Customizable Lead Reports
Record Contact Details
• Store comprehensive information on your customers and contacts.
• Categorize contacts by regions, referral sources, and many more search criteria.
• Fully customizable contact and address types.
• Set a preferred contact method and address for each contact.
• Import contacts from external sources/ applications.
• Export contacts to spreadsheet software, such as Microsoft® Excel®, Open Office®, and others for further analysis.
• Synchronize contacts with Microsoft® Outlook®
• With Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes.
• Quotes and contracts can be delivered to customers via email, Word or PDF.
• Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.
• Gain a clearer picture of customer agreements and products purchased
Search Contacts
• Centralize your customer database for sharing with staff members.
• Quick search system to get customer information fast.
• Easily search for company links when entering contacts.
• Complete contact details.
accuracy
Track Leads based on Contacts
• Track all contacts and related opportunities, cases, activities, and other details from a common repository.
• Easily see all contacts belonging to a company including information on the last contact with each customer.
Hierarchical Contact Management
• Create the hierarchy of contacts within a company to have a better coordination while dealing with customers.
Synchronize Contacts with Outlook
Lead Management
Lead generation describes the marketing process of stimulating and capturing interest in a product or service for the purpose of developing sales pipeline. It has been undergoing substantial changes in recent years due to the rise of new online and social techniques. In particular, the abundance of readily-available information has led to the rise of the “self-directed buyer” and the emergence of new techniques to find, develop and qualify potential leads before passing them to sales.
With HoneycombERP® lead generation capabilities, you can:
• Drive top-of-funnel traffic with inbound and outbound lead generation programs including events, content, search, email and more
• Convert traffic into leads using dynamic landing pages and progressive forms
• Measure lead quality with automated scoring based on multiple dimensions
• Develop raw inquiries into sales-ready leads via relevant, personalized lead nurturing campaigns
Lead Conversion Lifecycle
Lead Lifecycle Management has become an increasingly popular business term and focus area in recent years, and for good reason. It encompasses all aspects of the prospect and customer experience, and what could be more important to driving revenue growth than the quality of an individual’s cumulative interactions with a company. Clearly, a disjointed approach to prospect or customer engagement, in which the sales and marketing functions are primarily operating independently of one another, will never succeed in maximizing revenue potential. Creating alignment, therefore, should be seen as a strategic imperative.
• conversion ratio from marketing qualified leads to sales qualified leads
• Measuring marketing and sales performance along the entire lead lifecycle.
Customizable Lead Reports
• Pre-build reports for sales force automation
• Sales opportunities by lead source
• Sales pipeline analysis by stage, customer, sales representative, area and many more
• Drill-down the dashboards by time and opportunity stage