Sales Management & CRM for your manufacturing business

• Access all customer information in one place
• Personalise & strengthen your customer relationships
• Easily create, track and analyse marketing campaigns

Unity ERP software has in-built sales and customer relationship management (CRM) facilities, to provide you with a single access point for all customer information held across your business. This makes it quick and easy to manage inbound enquiries, outbound customer care programs and proactive sales activity.

Personalise & strengthen customer relationships

Unity maintains a detailed relationship history for each customer or prospect, to help your business proactively improve its marketing, customer service and contact management. Unity’s CRM features include:

• Inbound and Outbound call handling
• Work Queue Management
• Appointment diary for field staff
• Automated follow-up actions
• On-screen questionnaires (for profiling, complaint handling, etc)
• Supervisor reporting & real-time visibility of operator performance, workloads and targets
• Tracking of enquiry progress/resolution
• Automate and manage event-driven campaigns 

View all customer details in one place

You can use Unity’s in-built Contact Manager as the central point for all your customer details. You can also view customer summaries and a history of recent transactions.

For sales staff, Unity makes it easy to compile and work through a pre-defined list of customer records. Search facilities make it easy to find customer details or enquiries even with limited information.

You can record a history of all customer-related transactions and actions, including:

• Full order history
• Follow-up actions logged against a customer
• Buying Patterns
• Primary and secondary contacts
• Details of service enquiries and queries recorded against a customer

Manage marketing campaigns

Your business can create, track and analyse marketing campaigns with Unity’s in-built Campaign Manager. Campaigns can be executed across multiple channels including the web, email, and telemarketing.

You can use Unity to capture, clean and monitor all sales leads across the business:

• Manage campaign attributes, budgets & performance
• Evaluate effectiveness
• Accurately analyse return on investment (ROI)

Real-time monitoring for sales supervisors

Unity features a Supervisor Dashboard to give your sales supervisors a real-time view of user activity, as well as overdue and impending items. The supervisor can drill into any enquiry and change the call back date / time / user or complete the enquiry.