We need customer management in order to record, create, or manage potential customers or existing customer segments. The CRM module operates in a customer-focused manner.
So, CRM is a module that can align with customers' expectations, goals, and desires by understanding customers, comprehending their needs, and developing services and solutions accordingly.
The CRM module progresses by integrating with many modules such as potential/current contact management, defining custom opportunities for customers, adding meeting notes through the system after customer interactions, and calendar/schedule support.
Furthermore, through the CRM module, vendors can add updates, changes, or renewal processes related to a product or products after a certain time of purchase to the calendar/schedule. The system sends notifications at the specified time for products with these specified stages. Thus, thanks to the application, companies ensure that the products have the latest version for long-term usage.
As a result of this situation, the company's customer loyalty will be gained in the long term through the trust mechanism provided by the company. The company's development process will accelerate, thus improving its customer portfolio.
Additionally, through the CRM module, the company can offer customized quotes to specific companies or individuals. Furthermore, it can integrate discount rates based on the companies. For example, a seller can apply a 10% discount on all purchases made by a buyer company. By defining this stage in the system, the buyer company can automatically receive a 10% discount on every purchase, facilitating the procurement process. The CRM module works in integration with various modules such as the inventory module, accounting module, and sales module. The CRM module holds significant importance in the development process of companies.