i21 CRM is a fully functional Customer Relationship Management software. Integration with other i21 front-end and back-office modules means from the very first interaction, every aspect of your customer relationship is captured. Providing a 360-degree, single-source of truth, solution able to be leveraged across the business to meet customer needs and drive profit for your business.
i21 CRM module enables you to:
- Drive profitable growth
- Deliver high-quality customer service
- Increase customer loyalty & satisfaction
- Improve customer retention & relationships
Capabilities & Benefits
- Collect, manage & monitor customer and prospect data
- Better understand purchasing behavior
- Improve customer responsiveness
- Make more informed business decisions
- Support targeted marketing campaigns
- Year over year usage analysis to proactively identify potential business threats and opportunities
- Company-wide access to customer data ranging from contact information to communications to open quotes, orders and contracts all the way through to service history, invoices, credit limits & more…
- Maintain detailed competitor information and associate it with sales opportunities and customer accounts
- Dashboards to identify trends, measure & forecast sales activity, opportunities & pipeline as well as overall business performance
- Determine how to allocate resources to enhance profitability
- Understand how to effectively spend customer communication dollars
Independent Report: 7 Reasons to Integrate ERP and CRM