Adept Business Systems

ERP (Enterprise Resource Planning)

Embedded CRM

Understanding your customers can be the difference between a decision that antagonises and one that inspires long-lasting loyalty. Adept's CRM provides the tools to defend your customer base by introducing more effective customer-focused processes and reducing customer erosion by delivering higher levels of customer satisfaction.

Rather than being a stand-alone module, the Adept CRM is embedded within the ERP applicaton. Consequently, whenever information about a customer or creditor is updated, that information is immediately available to the CRM, giving you a 360 degree view of your organisation's relationship with your customers. Critical information becomes accessible to key stakeholders, improving both customer and staff satisfaction levels. With embedded CRM software, you will have a more satisfied customer base thanks to easier communication, faster problem-solving and staff that have a more accurate understanding of customer needs.

Highlights include:

  • centralised source of real-time customer and prospect information
  • interface oriented for customer service
  • customer and prospect segmentation using contact profiling
  • target marketing campaigns via HTML email, email, SMS or direct mail
  • view and maintain critical customer information and prospect documents
  • quick and simple letter generation, including overdue collection letters
  • entry of sales opportunities and tracking of sales pipeline