Expandable CRM – Sales
With an efficient set of customer management features, EXPANDABLE CRM provides structure to sales and support while delivering management visibility of sales-related interaction.
Expandable's CRM module is an affordable alternative to more complex CRM systems and comes integrated with Expandable ERP to unify your company's sales and support effort.
MODULE FEATURES
Sales Force Automation
- Account management (customers and prospects)
- Contact management
- Opportunity management (forecasted/un-forecasted)
- Task management
Key User Features
- Grid exposed columns and filters are saved to a user’s profile on his or her computer
- Most grids can be exported to Excel or PDF format
- Single Contact can be linked to many Accounts
Integration with Expandable ERP
Real-time views of customer data:
- Customer Master information
- Sales Orders
- Invoices
- Serial Numbers
- Shipping Transactions
Outlook Email Integration
Provides the ability to insert an email into one or more matching CRM Accounts and Contacts either at the time of email creation or after the fact (requires an additional web service and an Outlook plug-in to be installed into a user’s Outlook Client).
Administrative Features
- Account Merging
- Account, Contact (or both) importing from an Excel spreadsheet
- Required Fields
- View/Edit or Read-Only security
- Pick list Configuration
- User fields can be renamed and converted into pick lists
Customer to CRM Account Import Integration
- Provides a one-time import of a Customer’s ID, Name, and Address from Expandable ERP into an Expandable CRM Account
CRM Account to Expandable ERP Customer Push Integration
- Provides a one-time export of a CRM Account to a Customer into Expandable ERP
Data Access Security
- Follows Expandable ERP User Security for login access
- Administrated within Expandable ERP
- User Defined Sales Groups
- Sales Region
- Market Vertical
- Product Line
- Business Function
- Read Only or Read/Write
- By group
- By owner
- By individual Salesman
Opportunity Detail
- Type
- Status
- Stage
- Forecast Amount
- Forecast Close Date
- Probability %
- Forecast Reporting
- Reason
- Actual Amount
- Actual Close Date
- Description
- Attachments
- History
- User defined fields
History Details
- Accounts
- Contacts
- Opportunities
- Tasks
With Expandable CRM, users get both a mobile,
web-based version and a desktop application.