• CRM Detailed Features

    The Agiliron Customer Relationship Management (CRM) is built to support you Direct Sales efforts. In the CRM you can manage your sales cycle, specific customer activities, marketing campaigns and more.

    Features Include:

    • Unified Customer data...from across all sales channels
    • Targeted Marketing Campaigns leveraging this integrated view of your customers
    • Sales Management that allows tracking of activities, sales stage, quotes & orders
    • Order Management allowing real-time access and editing capabilities
    • Enhanced Customer Support through immediate access to customer & order information and tracking of customer support tickets to resolution.
    • All agents have real-time access to immediate product inventory data and product pricing information
    • For customer interactions, complete access to customer history and buying information
    • Create Sales Orders directly into the AGILIRON system that is automatically routed to other stages in the business process
    • Complete set of Customer Support Management capabilities - Case management, Order Management
    • Easily generate support statistics and sales pipeline information for business management


    CRM

    Team Collaboration Features

    • Create User Profiles to map to business functions
    • Assign Profiles to Organizational Roles
    • Map the system Users to Organizational Roles
    • Assign Access Privileges based on User Profiles
    • Security at desired granularity (module or data field access level)
    • Create, Change or Delete User Accounts & Reset Passwords
    • Group Users into Teams to facilitate Team based allocations
    • Team Calendar
    • Activities (Events, Tasks or Work Orders) Management
    • Add Reference Notes or Attachments to any module or entity in the system
    • Customer Support Ticket Management
    • Capture FAQs into the Knowledge Base

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