ERP CRM customer relationship management system
ERP CRM customer relationship management system
Tired of feeling constrained by competitors’ limited product offerings? It’s time to revolutionize your business with our comprehensive solutions. At Ultimate Solutions, we specialize in financial, accounting, administrative and specialized systems, designed with our customers in mind.
One of our notable offerings is the Customer Relationship Management (CRM) system, which facilitates seamless communication between your company and your customers. When you purchase one or more of our systems, you will be registered in our CRM system, and your username and password will be sent directly to your email or mobile phone number.
This guide will explain how you can benefit from our CRM platform, whether you use it through our web portal or mobile app.
ERP CRM customer relationship management system
Using our web portal you can:
1- Adding and managing users and granting them permissions at the branch and system level.
2- Create maintenance or consultation requests.
3- Request to renew the contract.
4- Submit requests to add the service
5- Sending complaints, compliments, suggestions, and notes to the company.
6- Evaluation of services for the cases provided.
With our mobile application you can:
1- Review the details and progress of the submitted cases (new, in progress, resolved, closed).
2- Access the contact details of the appointed engineers to facilitate communication.
3- Initiate a return case if it is not resolved properly.
4- Evaluation of cases and the level of service provided.
5- Stay up to date with the company’s announcements and news.
Ultimate Solutions Company specializes in the manufacture and development of enterprise resource planning systems. We offer you a wide range of unique systems to suit the size of your business. With more than 20 years of successful experience in the world.
you can join our network of authorized distributors to start making a profit from sales ratios. The future of management business here.
In addition to our CRM system, and our systems include comprehensive customer management and sales capabilities.
The Sales Management System integrates with our Onyx ERP IX systems, allowing seamless exchange of data, influences and administrative tasks affecting your organization’s activities and sales. Similarly, a customer management system has an accounting impact on an inventory management system.
ensuring a consistent impact on sales and inventory across all aspects of your business operations.
ERP CRM customer relationship management system
The main functions of our systems:
✅ Coding different types of sales, orders, returns and sales loads.
Automatic financial impact on related accounts such as revenue, payables and funds, etc.
Handle and track all sales processes, including customer orders, quotes, sales invoices and returns.
Mark up supplier discounts and free quantities for each item.
Encode and link Promoter, Representative and Collector data to their own accounts in the General Ledger.
Opening customer accounts, entering detailed information, and linking them to collectors and representatives according to their regions and paths.
Set custom prices for customers, define credit periods, credit limits, mark up free items, discounts, commissions, and more.
Documenting various customer transactions and discounts, scheduling their debts and collecting them by delegates, and calculating the commissions of customers and delegates.
Categorize clients into categories based on evaluation criteria, such as payout percentage, net sales, profit margin, and more.
Key features of our systems:
Flexible configuration options for pricing, billing sequence, returns handling, promotions, and more.
Quick access to comprehensive reports on sales operations, returns, customer orders and quotes, with multiple options for analysis.
Control customer debts, credit periods, and allowances for each customer.
Issuing customer account statements and debt reports with different options linked to multiple years to ensure accurate aging analysis.
Monitoring additional customer discounts and linking them to the sale process, and ensuring that they are returned if refunded.
Produce reports for representatives and collectors, including their commissions and performance appraisals.
