Complete Management of Sales and Customers
Know, without a doubt, the sales results and daily activities of your entire sales and custom service teams. Manage all of your clients, contacts and potential customers in one place. View deep insights into each client or vendor across all departments and sales cycles.
Custom View: Sales, Activities and Future Plans
Marketing and sales force automation within K9ERP provides businesses with a comprehensive suite of tools that manage sales representatives, pipelines and channels while automating marketing efforts.
K9ERP includes full customer lifecycle management, starting with lead generation, through creating a price quote, sales order placement, order shipment, payment receipt, on-going service calls and repeat orders.
With K9ERP’s built-in CRM tools, managers can track sales performance and order management utilizing a whole suite of customer-related information – financial, logistical and operational – and the ability to drill down directly to the K9ERP modules from which the raw data is obtained.
Integrated CRM & Sales Management
Executive Sales Forecasts
Executives need visibility into the future, so they can set sales objectives (quotas) and incentives, analyze sales results to commensurate compensation and learn from actual performance to make improvements.
With K9ERP, executives receive real-time information and have the analytical tools needed to build forecasts out of historical data and structure an effective compensation plan.
Slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other dimensions. Roll up data to generate aggregate reports across dimensions (product, region, sales team and more), or drill down to the details that comprise the aggregates.
Create, manage and measure marketing campaigns to your entire customer base, potential customers or any selected market segment. Integrate with your email marketing program for automated insertions and reports.
Accurately measure results with tangible sales data, recorded in real time within one connected system. See which campaigns generated interest, contacts and, most importantly, drove sales.
Dashboards, Reports and Charts
Customize and create charts, reports and dashboards using K9ERP's custom wizards. Home pages can be configured by user with preferred dashboards to fit their job role and responsibilities. Using our integrated Business Intelligence (BI) tools, retrieve and perform analysis on data in any module of the system.
View a real-time picture of every customer, including contacts and roles, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, aging receivables and everything else that applies to the customer, all accessible through a consolidated account view.
Each account is managed within one system by all departments that contact or provide services to the customer directly or indirectly. All activities are logged and easily accessible, in real time, by management.
Define lead qualification parameters, assign leads to the right sales reps, keep track of lead-to-customer progress, manage communications using K9ERP's integrated Business Process Management (BPM) module and marketing measurement tools.
Know, without a doubt, the sales results and daily activities of your entire sales, marketing, and customer service teams.
Manage your entire company’s pipeline - see where each client is in the funnel and who may need extra help to close.
The real-time visibility K9ERP provides into your company’s sales and customer service performance gives management greater ability to create strategies and analyze the viability of all initiatives.