CRM

Manage relationships, gather insights

With Pronto Xi CRM organisations can excel in customer acquisition, retention and satisfaction. Consolidating all customer, prospect and supplier information creates a single source of truth.

Business leaders can analyse needs with ease to identify who requires the most attention and recognise the business processes that deliver superior service to promote repeat business. All data collected can be fully leveraged to assist sales force automation, customer service/support – and marketing.

Track leads, opportunities, transactions and activities for all accounts/companies and contacts – and use attributes to flexibly add powerful data points that identify and segment CRM data.

For on-the-road teams, Pronto CRM App offers real-time information about product availability, sales orders, quotations, customer specific pricing – and even accepts payments.

CRM Applications Overview

Pronto Xi Customer Relationship Management (CRM) is fully integrated to other Pronto Xi applications and enables the management of contacts across the full customer life cycle. Read how advanced segmentation features and the CRM App empowers sales and support teams – even those working remotely – with accurate information to offer better service and increase sales revenue.

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Or learn more about a specific application.

Real-time information about product availability, sales orders, quotations & customer specific pricing. Leverage complete customer profile views with access to sites, contacts, transactions & client attributes. Maintain scheduled and ad hoc activities, accept payments & close deals remotely.

Support acquisition, retention and satisfaction with detailed tracking of prospects through the buying journey – and learning more about customers and their behaviour. Leverage rich insights to rapidly personalise promotions and to boost sales. Flexible attributes and powerful data points can be added to identify & segment CRM data – gain clarity at a micro level!

Brushing up on mobility, performance and efficiency

Haymes Paint required a solution that made their sales team more mobile, accelerated employee performance and enabled the business to leverage the efficiency of cloud-based technology.

Read case study