CRM Module

(Customer Relationship Management System)

Companies use SaltERP CRM module to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

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CRM Module (Customer Relationship Management)

Companies use SaltERP CRM module to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. The CRM module is designed to compile information on customers across different channels mainly with respect to points of contact between the customer and the company. SaltERP CRM module also gives customer-facing staff detailed information on customers’ personal information, history, preferences and concerns.

Key Features:

  • Campaign Management
  • Contact Management
  • Sales Team and Customer Opportunity Management
  • Sales Force Automation
  • Lead Management
  • Account Management
  • Target Setting
  • Case Management / Customer Satisfaction
  • Activity Management
  • Calendar, Calls and Emails Management
  • Task and Notes Management
  • Document Collaboration
  • Meetings/ Schedule

Contact & Call Center Solutions

Salterp small business Contact/ Call center solution improves communication between businesses and their customers. With full customer history, automatic ticket creation, and call recording, agents can focus on conversations instead of workflow. Having the right tools is the key to keeping phone support running smoothly.

SaltERP’s Contact & Call Center Solutions can be used for:

  • Inbound Contact Center
  • Outbound Contact Center
  • Blended Contact Center
  • Contact Center Management
  • Customer Service Solutions
  • Enterprise Contact Center

Key Features:

  • Call Management

    • Dedicated Direct Calling User Extensions
    • Personal Voicemail & Team VoiceMail
    • Outbound Calls – Manual, Preview and Predictive
    • Inbound calls – Automated Call Distribution (ACD)
    • Blended calls (Inbound, Outbound)
    • Interactive voice response (IVR) with Campaign/Queue

  • Campaign Management

    • Multi-Lead List per Campaign
    • Agents Allocated Simultaneously Multiple Campaigns
    • Campaign Defined Scripts
    • Custom Caller ID – Campaign Specific
    • Hotkeys for quick hangup and call dispositions
    • Filter Leads (Dynamically Exclude Numbers from Lists)

  • Lead Management

    • Upload and download of customer lists
    • Leads Filtering
    • Leads Recycle
    • Internal DNC and Blacklist
    • Leads Timezone Restrictions

  • Supervisor Management

    • Real-time Dashboard
    • Force Log-out
    • Reports and Analytics

Other SaltERP Modules

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