Relationship Management
Relationship Management LIBRA ERP
Relationship Management module is aimed at managing the company’s relationships with third parties, mainly with customers, covering all stages of the business relationship, from pre-sale to post-sale.
Through this module, the company will be able to collect all the information on the entities with which it maintains a relationship, and can personalize the data to be registered depending on the needs.
The module is integrated with the rest of the LIBRA modules, fundamentally with the Sales-Distribution module, in order to offer a 360-degree view of the relationship with the customer.
In the event that several people or departments intervene in the management, it is possible to implement the Process Management module (BPM), to automate the workflow so that the user does not have to remember the pending activities but is the system itself who channels the work to be done to the different users.
Outstanding features:
- The module allows you to customize the Relationship Management entities, adding all the fields that allow collection of information required by the company.
- The Relationship Management entities have associated contacts that will allow you to customize the business relationship, and can also parameterize the information to include certain contacts.
- It provides access to contacts in a very agile way, even offering the option to scan business cards.
- It is possible to categorize the database based on different criteria, such as source of origin of the entity, sector of activity, region, assigned agent, etc.
- The system allows users to customize the type of commercial actions to be carried out in relation to entities and the possible commercial opportunities or cases that are opened.
- Actions can be scheduled and assigned to people or teams. Likewise, a flow of such actions can be set, establishing a sequence for them.
- Calendar applications can be integrated, so that actions can be assigned to users, or inserted into relevant calendars.
- It has a control panel that allows the day-to-day managing of the commercial team, including the ability to view pending actions, reassign actions among users, add new actions, etc.
- Automatic scheduling of mail-sending tasks to users based on specific rules or events.
- Track sales opportunities and forecast sales management.
- The Module allows the definition of campaigns, designed to generate specific actions.
- Set a budget for each campaign, and then compare the result obtained in terms of the number of leads generated and closed opportunities.
- Possibility of accessing and entering data from mobile devices (especially useful for management and commercial teams): creation of, and access to, entities, contacts, opportunities; status modification; etc.
- The module enables management of the entire after-sales relationship with customers, including processes such as claims and incidents management or service requests.
LIBRA ERP HAS 30 FULLY INTEGRATED MODULES THAT COVER ALL THE FUNCTIONALITY OF THE COMPANY
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