Cloud Computing CRM - the Customer Relationship Management module receives and updates information about Leads, Accounts and Contacts. ERM uses information from here in your Quotes, Orders and Invoices.

CRM - Lead Manager

Import leads from a spreadsheet file with mouse clicks in minutes, not hours. Sort them into temperature categories (Hot, Warm) and discard the unqualified, again with simple mouse clicks. When ready, say after the first phone call, promote a lead to an account – mouse click again! BScaler speeds your leads!

A lead is supposed to be one of your many next customers, but sometimes it is not a match at all, and sometimes it needs corrections of spelling and other things. Import your leads into the BScaler Lead Manager for your marketing and/or sales teams to take further action.

  • Users may enter one lead at a time or import them from a spreadsheet of any size
  • Use the leads list to generate mailing labels

Determine whether a lead is Hot, Warm, Cold or Trash. Edit its information and assign it before promoting the lead into your CRM Account Manager and Contact Manager.

Benefits:

  • Import leads from CSV spreadsheets however acquired
  • Assign status - Hot, Warm, Cold or Trash
  • Assign the lead to a sales rep
  • Move to Recycle Bin or restore
  • Correct any detail including:
    • Address
    • Phones
    • Email
    • Lead Source
    • Promotional Code
    • Created/Imported by
    • Create Date & Time
    • Owner
  • Generate mailing labels
  • Maintain a call activity log
  • Maintain account profile text
  • Promote to Account & Contact managers or discard
ERM FILE CABINET
Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration

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