SMOFT RUN: Unified CRM, SRM, Marketing, and CMS
Enhance customer and supplier relationships with integrated tools for CRM, SRM, targeted marketing campaigns, and content management (CMS). Drive engagement and efficiency.
Enhance customer and supplier relationships with integrated tools for CRM, SRM, targeted marketing campaigns, and content management (CMS). Drive engagement and efficiency.
Lead and Assignment: Manages leads and assigns them to sales team members.
Opportunity: Tracks sales opportunities, revenue forecasts, and sales-related activities.
Client: Stores information on existing clients, including purchase and communication histories.
Contract and Subscription: Manages contracts and subscriptions with clients.
Contact: Records key contacts within client organizations.
Campaign: Manages marketing campaigns, from emails to advertising campaigns.
Case: Tracks client-specific issues and requests.
The CRM module, short for "Customer Relationship Management," is the dynamic core of our system. It includes several essential components. This module plays a central role in the proactive management of customer relationships and offers precise customization through a series of settings.
A lead is the entry point where each new contact, whether qualified as "cold," "hot," or "warm," is recorded. It is the first step in nurturing these relationships, converting them into business opportunities, and identifying their source, which allows us to trace the origin of each lead.
Follow and Develop Prospects: Tracks and develops prospects through email, history, SMS, and notes.
Quality is our priority. This component handles everything related to quality control, monitoring, and continuous improvement of our products and processes. Every production carried out with our ERP software is followed by a quality check.
Centralize Customer Information
"Client" gathers all data about our current customers, providing a comprehensive overview of their contact information.
Manage Agreements and Commitments
This component facilitates the creation and management of contracts and subscriptions, allowing for precise tracking of these commitments.
Organize Contact Information
“Contact” registers the details of each person with whom we communicate, ensuring constant communication.
Create and Manage Marketing Campaigns
The "Campaign" management simplifies the creation and tracking of marketing campaigns, including sending SMS and emails to retain your customer base.
Track Feedback and Resolutions
"Case" manages customer feedback, ensuring precise tracking of issues and their resolutions.
Automate Customer Records
Your website is integrated with the CRM module, meaning that each new customer registration is automatically recorded as a "Lead," ensuring up-to-date customer data. Additionally, this integration allows for smooth synchronization with SMOFT for seamless management of the entire process.
Centralize Customer Relationship Management
The "CRM" element centralizes all information from individual components ("Lead," "Opportunity," "Client," "Contact"), providing a comprehensive and organized view of customer relationships.
Customize CRM Settings
The "Settings" of the CRM allow for deep customization, including configuring pipeline stages, forms, CRM settings, and case pipeline stages.
