Logo Edge CRM
Keep opportunities, quotations and customer interactions in a shared record. Plan the sales team’s access to ERP information through integration.
Your customer’s story, from first contact to after-sales.
- Opportunity and quotation tracking
- A record of customer interactions
- ERP integration and mobile access
- Customer segmentation and campaign tracking
- Shared customer-related document records
- Report and screen configuration within the selected package
From product to implementation with ER-TE
What happens after the quotation?
A CRM project goes beyond importing contacts. We define quotation ownership, follow-up dates and opportunity stages with your team, so customer history remains traceable when responsibilities change.
ERP information for the right people
We assess access to account, inventory, order and credit-risk information against sales responsibilities. The integration analysis defines which system owns each field and how often it is updated.
Questions to work through together
The ER-TE approach
We first define the stages of your sales process. We review customer records, opportunity stages and responsibilities to build a working setup your team can use every day.
Common questions
What information is needed to start?
Your customer list, sales stages, sample quotations and user roles are useful starting points.
Is CRM the same as ERP?
CRM focuses on customer relationships and sales activities. The scope of data exchange with ERP is defined for each project.
Product reference: Logo Yazılım. Product features depend on the selected modules, licences and version. Integration scope is reviewed before a quotation.