Sales Management
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Commercial Management · Sales processes
Customer Relationship Management (CRM)Track the relationship from lead to sales quotation in a single view
With Customer Relationship Management (CRM), you track leads, sales opportunities and sales quotations, and plan the period ahead with the sales pipeline and sales forecasts. On the marketing side, campaign management and customer segmentation, and on the service side, support and service requests, service management and SLA management are all part of the same module.
Improve your sales and service processes by managing your customer data and every process in your customer relationships in an organized, 360-degree way.
Which challenges does Customer Relationship Management (CRM) address?
- When sales opportunities and quotations are tracked in personal spreadsheets, the team cannot see the full picture.
- You cannot measure which customer segment a campaign reached or what results it produced.
- Support and service requests stay disconnected from sales information.
Key features
The 16 features in Customer Relationship Management (CRM) and the packages each one is offered in.
- DashboardIncluded in all packages
- LeadsIncluded in all packages
- Sales OpportunitiesIncluded in all packages
- Sales PipelineIncluded from Small Business
- Sales ForecastsIncluded from Small Business
- Sales QuotationsIncluded in all packages
- Activity & Task ManagementIncluded from Small Business
- CRM Reporting & AnalyticsIncluded from Mid-sized Business
Marketing
- Campaign ManagementIncluded from Small Business
- Customer SegmentationIncluded from Small Business
- Marketing Reporting & AnalyticsIncluded from Small Business
Service & Support
- Support RequestsIncluded from Mid-sized Business
- Service RequestsIncluded from Mid-sized Business
- Service ManagementIncluded in ABM packages
- SLA ManagementIncluded in ABM packages
- Service & Support ReportingIncluded from Mid-sized Business
Comparison by package
"Included": part of the package. "Add-on": can be added as an option. "Higher tier": not part of this package; available by upgrading to a higher tier.
| Feature | Micro Business | Small Business | Mid-sized Business | Large Business | Corporate | Enterprise | Tailored |
|---|---|---|---|---|---|---|---|
| Dashboard | Included | Included | Included | Included | Included | Included | Included |
| Leads | Included | Included | Included | Included | Included | Included | Included |
| Sales Opportunities | Included | Included | Included | Included | Included | Included | Included |
| Sales Pipeline | Higher tier | Included | Included | Included | Included | Included | Included |
| Sales Forecasts | Higher tier | Included | Included | Included | Included | Included | Included |
| Sales Quotations | Included | Included | Included | Included | Included | Included | Included |
| Activity & Task Management | Higher tier | Included | Included | Included | Included | Included | Included |
| CRM Reporting & Analytics | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Marketing | |||||||
| Campaign Management | Higher tier | Included | Included | Included | Included | Included | Included |
| Customer Segmentation | Higher tier | Included | Included | Included | Included | Included | Included |
| Marketing Reporting & Analytics | Higher tier | Included | Included | Included | Included | Included | Included |
| Service & Support | |||||||
| Support Requests | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Service Requests | Higher tier | Higher tier | Included | Included | Included | Included | Included |
| Service Management | Higher tier | Higher tier | Higher tier | Higher tier | Included | Included | Included |
| SLA Management | Higher tier | Higher tier | Higher tier | Higher tier | Included | Included | Included |
| Service & Support Reporting | Higher tier | Higher tier | Included | Included | Included | Included | Included |
Source: Factorbooks product and package scope list. For current pricing and additional requirements, request a quote.
Solutions that include this module
Sales and customer processes
Connect the sales process from lead to quotation, and from order to invoice and shipment.
Customer Relationship Management (CRM): frequently asked questions
Which packages include Customer Relationship Management (CRM)?
Available in ERP from Micro Business; some features unlock in higher tiers. All features are included from Corporate. See the comparison table on this page for package-level details.
Which modules is Customer Relationship Management (CRM) used with?
Customer Relationship Management (CRM) runs on the same platform as these modules: Sales Management, Task Management, Business Intelligence (BI) Reporting. This module is a step in the "Sales to collection" process chain.
How do I request a demo of Customer Relationship Management (CRM)?
Just mention the module you are interested in and your needs in the demo request form. Our sales team will prepare the demo around this module and the related processes.
See Customer Relationship Management (CRM) in a live demo
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.