What CRM & Marketing does
- Customer records with a full 360 view
- Leads with scoring and automatic assignment
- Deals in a sales pipeline, with quotations
- Tasks, activities and a calendar
- Email and SMS campaigns with A/B testing
- Automated customer journeys
- Surveys and NPS
- Support cases with response-time targets
- Teams, sales targets and commission
- Sales forecasting and analytics
- Field sales: salesmen with a territory and vehicle, and retailers assigned to them with outlet type, visit frequency and location
- Customer map: see every customer on a map, coloured by their salesman, to plan visits by area (when switched on)
- Visit proof: a salesman's day replayed with each stop matched to the customer they visited (when switched on)
- Salesman targets and incentives: monthly, quarterly or yearly targets with reward steps, nightly progress, early warnings for anyone falling behind, and rewards paid through payroll (when switched on)
- Visit plans and check-in: plan each salesman's day of customer visits; the salesman checks in on his phone with its location, records the outcome and a photo, and managers see how far from the customer each check-in was (when switched on)
CRM & Marketing works on the same customers, products, stock and accounts as every other Nexa One module, in every branch, on the web, the Android app and the Windows desktop app.