Customer Relationship Management

Customer Relationship Management (CRM) enables finding more prospects and quickly converting them into satisfied customers. The CRM module serves as a marketing tool, allowing the creation and tracking of marketing campaigns within Kinetic through events, activities, and leads generated from the event. Responses from a given activity are entered into the CRM module as leads. Leads are tracked through Kinetic until the eventual order. To set up a marketing campaign, define the type of marketing activities to track, identify specific advertisements, and include advertising publications.

The CRM functionality helps manage the entire sales process more effectively with features such as workflow and forecasting. The CRM module is a powerful sales and management tool that supports managers in guiding staff through the sales quotation and order process. Our application automatically assigns leads to the respective sales personnel based on territory and region definitions, which can be easily defined and adjusted using our intuitive tools. Your sales force is expertly guided through a specific sales process via task lists, ensuring that no important steps are missed. Additionally, our application tracks all contacts and activities that nurtured the lead into a quoted stage, providing valuable insights into the sales process.