SITE Seeing Tour

CRM in ERP

Manage sales processes and plan forecasts with SITE

Sales managers of IT enterprises need to have an overview of their sales projects at all times. They require well-documented sales opportunities so that they can provide a reliable forecast.

This is exactly what the CRM area in the ERP system SITE can do. Here you can manage any sales project from the initial inquiry to the sales order.

Verkaufschance in SITE — 1. CRM in SITE: All information documented in the sales opportunity.

2. SITE Sales Cockpit: Forecast and pipeline with professional sales opportunity management—all in the ERP system SITE.

The Buying Center, related tasks and customer-related events (such as e-mails, visit reports and phone memos) are clearly documented in the sales opportunities. You can analyze planned sales figures according to revenue type, probability and expected billing period as desired (Screenshot 1). Sales representatives automatically see their target achievement and the pipeline in the Sales Cockpit (Screenshot 2).

Bottom line: IT enterprises that use our ERP system SITE with CRM

manage their sales opportunities professionally
receive well-founded forecasts based on sales opportunities, sales quotes, sales orders and contracts
benefit from additional information from the ERP system such as outstanding entries, products sold and the number of helpdesk cases per contact

Interested in knowing more about CRM in SITE? Give us a call at (+49 89) 748-5140 or contact us by e-mail at easy(at)singhammer.com.

SITE and Microsoft Dynamics NAV in Version 2016 or later are required in order to use SITE CRM.