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Vantage CRM

Marketing and Sales
With the CRM module, you can manage and analyze the effectiveness of marketing campaigns and events. You can use the Campaign Manager to track number of leads, opportunities, orders and costs per campaign. Once you have the lead, the CRM functionality helps manage the entire sales process more effectively, with features such as workflow and forecasting.

Project Costing
Track project costs for a true picture of committed costs to marketing projects and events

Data Mining
Extract data based on any customer attribute, including SIC code, location, contact type or territory.

Territory Assignment
Automate territory and region assignment of each prospect entered into the system.

Opportunity Development
Improve sales efficiency with structured sales processes, freeing up sales staff from administrative tasks. Identify all customer roles within the sales process and establish an action plan for each person.

Workflow
Monitor every state of the sales process, including parallel processes. Manage processes using built-in workflow facilities that ensure nothing slips through the cracks.

Quotations
Create real-time quotations using cost structures from existing products, same-as-except products and brand new products. Generate multiple quotations during the opportunity development process.

Forecasting
Manage forecasts by opportunity probability, category and territory. Analyze sales quotas throughout each level of the sales team.

Performance
Manage sales teams by analyzing performance at each level of the sales structure, from the regional level down to the representative level.

Lead Sourcing
Track lead sources to identify successful advertising, events or other campaign tactics.

Convert Quotes to Orders
Easily convert an entire quotation to a sales order in one step.

Win/Loss
Analyze win/loss information by sales region, representative, opportunity category or other criteria.

Support
The Support functionality within the CRM module enables you to log calls to track customer issues and action items. Return Material Authorization (RMA) and Field Service calls can also be issued from within the Support module.

Customer Connect
Add crucial Web functionality to the CRM application with Customer Connect, which includes:

• StoreFront
• Customer Portal
• eCRM

Integration
CRM is seamlessly integrated with the Customer Connect, Quote Management, Field Service, Job Management, Product Configuration, Advanced Bill of Materials, Inventory Management and Document Management modules.

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