De Facto's built in CRM functionality helps businesses manage interactions with customers, prospects and suppliers. Enabling sales, marketing and service teams to organise customer information, track communications, and streamline sales, marketing and support activities.
Seamless User Experience
CRM functionality is an integral part of the EDP platform, allowing all ERP users to benefit from the consistent, intuitive EDP user interface to provide a completely seamless user experience. Seamless CRM functionality helps improve customer satisfaction, increases efficiency and supports improved decision making across the business.
- Use Work Hub and My Hub to quickly access Timeline, To Do and Diary views of the organisations and your own Interactions.
- Seamlessly add new leads, contacts, accounts, opportunities on the fly, with no need to use separate processes to create them first.
- Simply drag and drop an email onto a contact, account, product or anything to create a new Interaction related to that entity, with EDP then automatically linking this to other related data.
- Our innovative technology allows files, documents or emails to be linked to contacts, groups, accounts, groups of accounts, or products.
Interactions
We designed our CRM to be extremely flexible, and Interactions are at the core of this. An Interaction can be defined as any type of engagement with any type of entity.
- Interactions can be calls, meetings, emails, you name it.
- Interactions can be linked to contacts, leads, accounts, opportunities, quotes, products, complaints, customer service tickets and more.
- Interactions can be added on the fly, scheduled to a time and date, or set as recurring at time intervals. They can also be automatically generated based on workflows or business rules.
- The extensible nature of EDP allows interaction types to be extended to allow configurable data to be recorded for types of interactions that can be used for your specific purposes.
Marketing Campaigns
Use De Facto CRM to plan, execute and track your outreach more effectively. With all your data in one place, it’s easy to segment audiences, automate campaign workflows and track the performance of campaigns over time.
- Use searching, sorting and filtering to generate lists manually.
- Use auto maintained lists to leverage SQL functions to create and maintain lists automatically.
- Contacts can be manually opted out or excluded.
- Integration with email marketing software to ensure opt-outs are not missed.
- Auto-exclude of contacts who have opted out of all non-commercial communications.
- Select a column of email addresses and paste straight into Outlook.
- Send tagged lists to email marketing tool for delivery.
- Opt-outs and subscriptions are tracked back to De Facto CRM.
- Utilise our Lead Source functionality to track spend against campaign performance over time and understand your ROI.
Managing Leads
Capture leads and move them smoothly through the sales funnel. Our CRM provides structure, visibility and oversight throughout the lead management process.
- Add leads manually or bulk upload.
- Only add the information known and add to it over time.
- Track the Lead Source data.
- The system automatically validates leads against existing contact and account data to eliminate duplication.
- Once a Lead is qualified, easily convert the Lead to a Prospect.
- Smoothly create Enquiries or Opportunities for the new prospect.
Managing Sales Pipelines
The Sales Pipeline page gives sales teams a clear, organized view of every opportunity from initial contact to closing.
- De Facto CRM helps to track opportunity stages, monitor progress and ensures no potential sales fall through the cracks.
- Salespeople can log their interactions, schedule follow-up activities and prioritise higher value sales opportunities.
- Sales Managers can forecast revenue and spot trends.
- Use the built in EDP sorting and filtering functionality to find specific lists of opportunities by salesperson, product, customer or sales area. EDP automatically summarises lists to provide pipeline values.
- Use SSRS reports or Power BI dashboards to visualise or share forecast information.
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