Do you also experience that many things can go wrong before a lead turns into a real customer? From simply ‘forgetting’ to follow up, to confusion about the status of a quote. Your sales team’s hard work deserves better.
By better, we mean a structured CRM system seamlessly integrated into your ERP environment. You say goodbye to scattered documents across network drives or local computers. At the same time, you welcome real-time insight into the ‘jobs to be done’ for the right colleague. In short: fewer mistakes and confusion, more control, and time to make those calls.
If you recognize yourself in one or more of these statements:
Exact Software and SuperOffice. These are our partners with whom we set up and integrate CRM systems. Most of the time, we can excellently assist you with one of our standard solutions. For example, with a good connection between your quotes and the prices in the ERP system, a smooth synchronization of calendars, or a document structure that ensures everyone is working with the latest version.
Does your situation require something a little different? Our developers are happy to provide a personalized solution. One way or another, we’ll work together to create a CRM that is fully aligned with your commercial goals.
With the CRM functionality in Visma.net, you bring finances, processes, and customer relationships together in one powerful platform. This gives you more clarity, more convenience, and direct access to the right information at the right time.
The functionality makes it possible to manage relationships centrally, track sales opportunities, and gain clear insights into customer interactions. Because everything is directly connected to the financial and operational processes in Visma.net, you always have access to up-to-date and complete information.
At CSplus, we are happy to think along with you on how to make the most of these possibilities within your organization. Want to discover what this could mean for you? Download the factsheet or get in touch with us directly for personal advice.
Maybe we should also better record our customer data and appointments... If you think so, feel free to contact us. We’d be happy to tell you more. Of course, with no obligation.
Our experience with the team at CSplus and the services they have provided for us has been very positive. The materials we deliver to our customers come with a certificate. CSplus created a portal for us where our customers can log in to view and download their certificates. This saves us a lot of time answering phone calls and emails about this. Recently, they installed a new server with the Exact package for us. They maintain this for us, and everything is running smoothly. The collaboration is very pleasant.