Integrated CRM Software
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Increase business opportunities with Fluentis ERP's integrated CRM.
Fluentis ERP’s integrated CRM is designed to offer companies the opportunity to identify, focus, and realize new business opportunities by structuring marketing and pre-sales activities. To increase and maintain business, a deeper and more thorough understanding of the market is essential, making it crucial to structure information with a tool that allows for quick, comprehensive, and easy use.
When it comes to CRM (Customer Relationship Management), it refers to a tool primarily used for contact management, sales management, and productivity. However, CRM also plays a significant role in areas such as customer care, human resources, supply chain, and partner management. The goal is essentially the same: to improve relationships and generate new business opportunities.
Fluentis CRM is perfectly integrated with other modules of the management system, especially those related to the active cycle. However, it is characterized by a different approach, as it is organized around objects rather than flows: at the center of the CRM is the Contact object, around which the others revolve. The customer is at the center, and all functionalities are aimed at making the customer journey as exciting as possible, studying potential improvements at every touchpoint between the customer and the company. It is possible, therefore, to choose the channel in which to contact the customer, the frequency, the method, making the experience unique based on different company specifications.
The functional areas covered include sales and pre-sales, marketing, and helpdesk for customer support.
Key Strengths of Fluentis CRM:
Nurtures company leads.
Sending newsletters and/or emails to potential and current customers.
Visualization of customers on the territory.
Monitoring business performance.
Improvement of customer satisfaction.
Increase in sales performance.
Implementation of marketing department efficiency.
Perfect integration with other modules of the management system.
Fluentis CRM helps companies digitize and remain competitive in the market.
Strategic approach to the market and structured relationship processes.
Coordination of the calendar to plan activities.
Management of sales forecasts and the possibility to create periodic closing reports.
Possibility to create personalized offers, which can then be confirmed and linked to the sales module. Contacts can be organized into groups, known as distribution lists that are recipients of the same offers.
Customer loyalty.
Management of marketing campaigns and opportunities.
List of Functionalities
Contacts
Allows the operator to manage the registry of contacts. In addition, it allows the management of activities on each contact, the operational flow of managing it, its references, the agents connected to it, and the offers presented to it.
View DetailsOpportunities
This tool manages current and potential negotiations. Procedures include the Opportunity Progress Kan Ban Board with the ability to graphically view opportunities in Fluentis divided by probability of success, and the Opportunity Stages Kan Ban Board, with the ability to view opportunities in Fluentis divided by stages of the relationship with the contact.
View DetailsBudget & Marketing Automation
It is possible to send massive emails for commercial purposes or for communications to customers (Newsletters), create Marketing Campaigns for contacts, and finally, manage the marketing Budget.
View DetailsVisit Reports
Allows the operator to manage visits made by the company’s sales force to CRM contacts.
Sales Forecast
Allows the management of sales forecasts, periodic forecasts, and related closures.
Quotes
It is possible to allocate quotes to contacts and customers. They are closely linked to the sales module as they can be processed in documents.
Tickets Management
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- Are a SME in Manufacturing, Distribution, or Services
- Need to streamline and digitalize your business processes
- Want to take advantage of the benefits of a native cloud solution
- Want to replace your non-integrated softwares with a unified ERP platform
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