Customer Relationship Management (CRM)

Working with the Contact Management Module, for an enhanced CRM offering, the Customer Relationship Management (CRM) module works throughout the business, populating the user’s diaries with appointments.  The user can then see their schedule for the upcoming day, week, month or selected date range.

If you have a proactive sales team (including telesales), Merlin can automatically populate the individual’s diary with scheduled appointments for customers and prospects.  Your Sales team can then log potential orders against contacts, indicating the estimated close date, order value, potential margin, the current stage in the sales process and a lead source.  Providing you with an overview of the sales pipeline and the ability to see what areas are creating the best Return on Investment (ROI).

You can also use the CRM tool for your Purchasing Team to chase up deliveries and your Accounts Team can use it to chase payments.

Create targeting lists using the Campaign Management feature within CRM.  Working with Customers, Prospects and Suppliers, you are able to create lists based upon a series of criteria such as; location, contact or historical sales/purchase data.  This can then be assigned to one, or a number of users, for a targeted campaign.  These lists can also be exported for use in third party providers such as Marketing Automation platforms.