Solution : Customer Relationship Management (System in Motion)

CRM from System in Motion is a native Openbravo module that brings fully integrated basic CRM capabilities to Openbravo 3, allowing you to easily manage your company’s interactions with sales prospects and customers--directly inside of Openbravo 3!

If your company is growing or you are finding it difficult to keep track of information during complex sales cycles, then integrated Customer Relationship Management is for you.

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Easy

Two simple and powerful new concepts are added to the front end of the sales process--Opportunities and Activities--for an intuitive user experience that fully leverages familiar Openbravo 3 capabilities like column filtering, notes, and attachments.

Fully Integrated

Sales Opportunities are directly linked to Quotations and Orders, enabling a seamless sales process that collects all of your prospect and customer information in the Openbravo database, for easy analysis and reporting.

Extensible

As a native Openbravo 3 module, CRM is simple to extend and adapt, without the need to deploy and learn a new application platform. With CRM from System in Motion, you don’t need to introduce unnecessary complexity into your IT environment to get the CRM functionality your company needs.

Cost-effective Deployment

This commercial module is licensed through a flat annual subscription, allowing any number of named users to use the functionality. This is important, because it enables full collaboration across your organization, to fully leverage CRM to win new deals and drive repeat business and customer satisfaction.

Brought to you by:

System in Motion, dedicated to helping international companies grow in emerging markets

by providing light, relevant, competitive and scalable solutions
supported by a high quality service
covered by a commitment to succeed

Description

The CRM module seamlessly adds this basic functionality to Openbravo:

Opportunity window, which is used to:

create and manage Sales Opportunities, tracking status from Contact->Quotation->Closed Win or Closed Loss,
view related Quotations and Orders, and
create related Activities

Activity window, which includes these capabilities: