CRM

CRM

CRM

Integra allows you to improve your customer relationships. You can accurately profile contacts, business, marketing, service information and much more.

Integra enables to manage and control the profiling of customers and prospects , the calendar, the negotiations progress and the relevant outcomes, always providing great flexibility and the online mode, typical of the Integra suite of solutions.

 


The advantages for your company

The advantages for your company

Customer and prospect profiling

Integra allows you to carry out the following activities:

  • define variable fields of different types
  • define a set of indicators (YES/NO)
  • select the data to be displayed in the search panels of entities
  • create different profiles consisting of fields and indicators and associate them with the entities managed by Integra
  • generate distribution lists of documents based on the results of multiple queries
  • link to each entity all the documents considered necessary for the company

 

Calendar

Integra allows you to carry out the following activities:

  • keep track of customer visits, calls, appointments, requests for quote, etc.
  • link documents to every single business activity
  • plan customer visits by defining a frequency of activities entailed for the single entity
  • enable the automatic scheduling of the relevant activities and change the single dates with specific notes
  • notify the user about activities to be carried out sending specific alerts and/or emails
  • interact with the appointment book of the entities independently from the customer visit calendar
  • as a manager, monitor the activities performed by your collaborators

 

Negotiations

Integra allows you to carry out the following activities:

  • comprehensively control the current negotiations, the closed or lost deals
  • allow users to view only the documents for which they are enabled
  • manage the entire sales documentation linked to each negotiation
Who is it for?

Who is it for?

  • Board of Directors
  • Sales and Marketing area
  • After-sales Service Managers
  • Quality Control Department