Sales & Marketing modules in ERP, beyond the traditional CRM.
ERP Sirius +Mobile’s approach to sales and marketing modules in ERP is a holistic approach, geared towards providing a new Business Experience (BX). How this is done is explained in our blog on user experience.
Sales include “operations and activities involved in promoting and selling goods or services.” Marketing includes “the process or technique of promoting, selling, and distributing a product or service.”
These statements highlight two aspects of their relationship:
- The responsibilities of each group are closely linked.
- Marketing has a vital role in supporting sales.
ERP Sirius +Mobiles technology enhances the key roles in both. It facilitates collaboration between the two business units by making sure information is readily visible, correct, and updateable in real-time.
A prominent example of sales and marketing technology is the customer relationship management (CRM) system. ERP Sirius +Mobiles goes beyond the traditional CRM system in that;
- It serves as a single resource for all prospective clients and paying customers.
- It is a single resource that can help sales teams and the business better understand how a customer became a lead.
- It allows you to segment your audience, identify those leads that require more research, or re-visit old leads.
- It provides a wealth of information, for example, the source of a lead, such as a trade show or online ad.
- From a marketing perspective, it can help track leads throughout the sales cycle. This information can provide valuable feedback to marketing teams about which marketing channels generate the most sales-qualified leads, actual sales, or longest client retention.
The Sales & Marketing modules in ERP Sirius consist of the 3 primary submodules, the sales lead, sales quotation, and the marketing campaign sub modules. All other modules work seamlessly together with the sales & marketing module to update information.
Our #ChimesAI mobile app is designed to provide your business stakeholders with real-time updateable information.
Sales Leads
Sales leads allow the gathering of identification data from prospective buyers of a product or service. Businesses gain access to sales leads through advertising, trade shows, direct mailings, third parties, and other marketing efforts. People and businesses can become leads. They become leads for products or services that are defined in the “Products & Services” module that your business can offer. Hopefully that they will eventually become paying customers.
Becoming a lead is the first step in the sales process. At a subsequent stage, leads become prospective clients, hence the term ‘prospects’.
ERP Sirius has a unique way on how it manages prospective clients and paying customers. It makes many current-generation business and operational processes in an organisation redundant. It allows the introduction of refined business and operational processes, customisable to each organisation’s business objective.
Sales Quotations
Sales Quotation allows a prospective buyer to see what costs would be involved for the product or services they would like to purchase. The primary purpose of a sales quotation is to sell the products or services at the price quoted. The aim is to get a documented confirmation of what has been decided between you and your prospective buyer.
Some of the features are;
- Sales quotation can be converted to Sales Order or a Sales Invoice.
- Document traceability and trackability data for reporting, analysis, and audit.
- As with all modules, deeper customisation is available for different industries or business types.
Marketing Campaigns
A marketing campaign is an activity that takes place outside of the day-to-day marketing tasks that are specifically designed to boost new revenue and enhance customer interaction. create and track highly targeted marketing campaigns based on demographics, purchase trends, response patterns, and support histories. demographics, purchase trends, response patterns, and support histories.
At the end of the day, its success comes down to the extent that it was able to attain new revenue and interaction with the brand.
In ERP Sirius marketing campaign allows you to;
- Track financial data about a campaign like sales and purchases data.
- Track operational data.
- Track campaign teams and members.
- Track campaign performance.
Create and track highly targeted marketing campaigns based on demographics, purchase trends, response patterns and support histories. Manage, track and analyse all marketing campaigns in a single application.
Members and Guests
Members and Guests are people from outside of your organisation or business. They are created and used within certain modules depending on how ERP Sirius is used in your organisation.
For example, they could be ;
- Guests at your hotel, bar or restaurant.
- Members of your club.
- Patients at your hospital.
- Students at your learning institution.
Members and Guests allows you to improve of the efficiency of your financial and operational business processes. The Member and Guests module works seamlessly with the accounting modules and other modules.
Look out for our upcoming blog on “ERPSirius +Mobile, redefining business process management”