Customer Relationship Management

Gateway ERP is embedded customer relations management for various types of customer base as per the industry and marketing methodology adopted.
 
Marketing:  Client can be prospective or dealing customer, both can be recorded. Corporate clients may have various divisions and departments can handled through account management.  In Client follow up, can key in meeting held, create task to be executed, schedule for next follow up. Each sales person can get their own calendar for task management. Activities can be monitored properly.
 
Service Management: Calls can be registered in the system, upon pulling the customer, highlights customer details, any accounting balances, special notes on the customer and can register complaints or enquiry. Details will be notified in case of AMC or project with its location and contact details to attend. This will directly reflected in the engineering department service scheduler and assignments will happen to attend the client. Ticket numbers are issued to the client in case they need to follow up.
 
Marketing portal for key in potentials and its followup, based on this forecast is made. Analysis part will give forecast and actuals, hence sales person performance analysis can be derived .
Gateway ERP CRM has a detailed data of customer like

Client classification
Geographical as region, zone, area. 
Gradation as per scale of business. 
Segmentation as per the product categorization. 
Number of personal contact details as per business functions
Credit control in terms of value and period
Adopted Business strategy with clients can be recorded as its changes and retrieve it at any point of time for evaluation. Account linking with receivable is a vital point in order to get details of client balances to marketing department.

Consolidation of transaction through various branches gives a commercial control. Transacted products and its quantity and value can be review through CRM apart from the reports and reviews. 

Retail end also having customer data update facility, in order to declare special rates, discounts, offers. Repeated clients, client’s favorable product in the product range, payment behavior pattern etc. are measured systematically. Royalty cards with pre configured auto SMS and email facility will enhance customer relationship.

After sales support system , warranty concepts, tracking of repeated after sales call are recorded and reported to enhance quality of services.