What is CRM?
CRM for SYSPRO is a feature-rich, enterprise-class solution that allows customers to strengthen relationships across the entire supply chain. The solution provides access on the go through mobile responsive forms or from a standard browser. The 360° view of each relationship, including related ERP data from SYSPRO, is available in an easy-to-use format with customizable grids and views, empowering users to collect and analyze business data from multiple resources to enhance relationships, reporting and decision making.
As businesses find themselves coming out of the COVID pandemic, getting back to business is vitally important. At the end of 2019, CFOs were surveyed about the expected priorities for 2021. Maintaining margins and performance levels and managing cash flow was the lion’s share of answers. These priorities were closely followed by improvements is ERP utilization and performance visibility.
“The relationship between CRM and ERP is super critical because it helps us connect with the consumer and helps us connect with product from our side.” – Benchmade Knife Co.
The new CRM release provides SYSPRO customers with continued growth capabilities.
- Focused improvement in the set-up, configuration, and use of the Leads module—making it even easier to use and adopt into existing processes, and providing extended support for business process automation
- Improved user experience through additional support for seamless integrations, allowing for further extension of CRM for SYSPRO use
Further support for global enterprises
The latest release of CRM for SYSPRO provides enhanced support for international companies that require their CRM to further support global regions and time zones. This includes enhancements in calendar and schedule views, updates to localization presentations in the UI with variable date/time, and SYSPRO integrations.
Enhanced Salesperson Integration
Say hello to increased flexibility and control of data and classifications
SYSPRO’s latest release now supports the updating of an Accounts Salesperson via SYSPRO CRM, with changes reflected immediately back in SYSPRO. This allows for further flexibility and control of data and classifications within SYSPRO’s CRM.
Account and Contact Duplicate Checking on Lead Qualification
SYSPRO has vastly improved its Leads module duplication checking capability in the latest CRM release. This enhancement reflects the same duplicate checking options available in the Account and Contact modules. This makes the Leads module easier to use with less administration and risk of data redundancy.
Lead Module: Process Automation
Work smarter with enhanced lead qualification automation
This release sees significant improvement to the workflow and process control automation of CRM for SYSPRO. Specifically, this enhancement allows for the Lead Qualification feature to trigger process automation in Account and Contact creation.
Lead Module: Lead Field Mapping to Accounts & Contacts
Preventing duplication and aid management of leads, contacts, and accounts.
SYSPRO created a new configuration utility that allows you to set up custom field mapping for better management of specific field information from a lead opportunity to a newly created Account or Contact module. This further streamlines the lead management process and prevents costly double-work.
Find out more
There are a lot of other benefits to this latest release to help businesses get quick traction and stabilizing in this new year. Contact us and find out if this latest CRM release is for you.