Customer management

One of the most important aspects of business management is a smooth and optimized customer relationship management system or module. It can help track all pre-sales processes, such as lead collection, tracking open opportunities, emails, calls and so on. It helps build long-term relationships with customers and track trends that let you know your customers better, anticipate their needs, communicate more smoothly and so on. Although you could use dedicated CRM software, Terra ERP already has a built-in CRM module. This not only gives better insight into operations but also reduces the work of maintaining two separate databases.

The customer management module helps manage and track detailed customer information such as communication history, calls, meetings, the customer's purchase details, contract duration and more. The CRM module can be integrated with the sales module to increase sales opportunities.

Customer relationship management

Before a new customer is won, Terra ERP customer experience management can be an ideal store of information on leads, quotes, sales, opportunities and contacts. You can sort your leads and opportunities, generate valuable sales pipeline analysis and collect important information on product and service needs in case a contact becomes a customer.

Once a new customer is created, the solution can help handle prices, sales orders, shipments, invoicing and collection. Sales activities can be managed just like any customer service matters, such as questions, returns, repairs or installation.

Setting up a regular customer service standard is a service that is often not seen as a first-stage element, even though it should be. Customer management, transport service, equipment work planning, warehouse service, warranties, as well as service information and service contracts can all be managed from the shared Terra ERP system.

Assessing the quality of customer service

Customer relationship management is a systematic approach to managing interactions with existing and potential customers. It helps companies track customer data, preferences and history so they can better assess and meet their needs and provide the best possible service. In manufacturing companies it is very important to have all customer contacts and to track their orders and the quotes sent, as production planning starts and goods are reserved on that basis. Another important aspect of quality assessment is monitoring financial obligations, such as debt management, invoice payment and previous contacts with a specific customer.

The customer management process is important for companies because it helps them build strong relationships with customers, which can lead to repeat business and customer loyalty. A strong CRM customer management process can also help companies identify upselling and cross-selling opportunities. It is also a good way to build customer loyalty and a good company reputation. Maintaining good customer relationships therefore helps ensure customer satisfaction and keep their loyalty.

Benefits

The Terra ERP customer management module automates sales activities, such as arranging meetings with customers and follow-up actions. With the customer management module, companies can carry out their sales procedures, register documents (contracts, invoices and orders), manage customer accounts, update records and more. You get full visibility of order stages, actions, sales opportunities, cost control and the customer's financial obligations or debts.

The module lets you actively manage customer information such as first name, last name, company information, delivery address, profile information and credit terms. You can generate all customer information, such as payment terms, quotes and special delivery information, which can also be stored in the contact registers. The sales management solution works together with inventory, marketing, HR, finance, payroll and more.

The customer management system helps plan, track, regulate and organize contacts. It removes obstacles to sales caused by inaccurate contacts. The production management system holds complete records of the products delivered to customers and keeps the history of all previous transactions with them. This module is therefore one of the core ERP modules and is especially important for companies, as it works together with all the procedures of the system.

The main goal of any sales activity is to increase productivity and profit. Linking the invoice with the sales order gives insight into sales and their history. This helps you respond better to your customers, so customers will respond faster.