CRM

SmartCRM: take control of your sales process

Many organizations still use Excel lists, mailboxes, and loose notes for their sales process. SmartCRM brings leads, customer information, sales opportunities, appointments, and follow-ups together in one clear application, from lead to order and fully integrated with your ERP.

What are the core functions?

Manage leads, customers, and sales opportunities centrally.

Record appointments, tasks, and contact moments immediately.

Get up-to-date insight into your pipeline and forecast.

Keep track of activities per customer and sales opportunity clearly.

Work with current ERP data in your commercial process.

What are the core functions?

Manage leads, customers, and sales opportunities centrally.

Record appointments, tasks, and contact moments immediately.

Get up-to-date insight into your pipeline and forecast.

Keep track of activities per customer and sales opportunity clearly.

Work with current ERP data in your commercial process.

Why CRM?

A complete customer view

Customer information, contact moments, appointments, and sales opportunities are central and available to everyone.

No missed follow-up

Tasks and appointments are linked to customers and sales opportunities. This makes it clear what needs to be done and when.

CRM and ERP connected

SmartCRM integrates with your ERP, aligning commercial and operational information.

Control over pipeline and forecast

See which sales opportunities are open, what stage they are in, and where action is needed.

Less dependent on individual knowledge

Commercial information is central and doesn't just reside in mailboxes, Excel files, or with individual salespeople.

Grows with your organization

SmartCRM is built on Microsoft Power Platform and is flexibly customizable when your processes or needs change.

Summary

SmartCRM brings your commercial process together in one place, from first lead to order. Customer information, sales opportunities, appointments, and activities are centrally available and connected to your ERP. This way, your team maintains an overview and everyone knows what the next step is.

Would you like to calmly review all the possibilities? In our leaflet you will find the most important functions and benefits clearly listed together.

Download the SmartCRM leaflet →

Schedule a demo

Wondering what we can do for your business? Then fill out this form and we will contact you soon.

Ready to optimize your IT landscape ?

Wondering how your organization can move from fragmented tools to one powerful platform? Our team is happy to think along, no strings attached.

Dennis Wolf

Senior Account Manager

+31 (0)85 303 86 60
dennis.wolf@d4b.nl