The system enables more efficient contact with clients, greater customer loyalty and better service of sales processes. eXant CRM enables storing detailed information about enterprises and contact persons. Detailed information about trade partners, representatives, connections, tasks, sales, finances etc. may be placed on customer record and contact record.
The system allows employees to record each contact with a client, and thanks to a product and service file it is possible to quickly look up interesting information regarding up-to-date price lists, defined promotions and discounts. A common information database ensures uniform communication with a given client, no matter which person contacts them.
The system also supports sales department management. It enables planning and assigning targets for employees, and also delegating tasks. eXant CRM has an integrated document workflow system and a central repository of documents. Thanks to this feature, all documents (contracts, offers, orders and so on) may be stored in one place and acceptance processes may be managed.
The system also enables planning and implementing of marketing, e-mail and telemarketing campaigns, and then tracking progress and analyzing results.
eXant CRM has integrated mechanisms of integration with ERP-class systems, such as SAP, Oracle BS, MS Dynamics, IFS etc. and is a perfect solution for medium-sized and large companies, for which safety and efficiency of a solution is crucial.
Guaranty of complete and updated database of clients, representatives, orders and contacts. Direct and safe access to information for employees, at any time and from any place in the world. Personalized approach to clients and marketing actions.
Efficient multilingual channel of communication with trade partners, thanks to the possibility to enter any information such as new products, promotions, delivery information, manuals, regulations etc. Automation of complaint processes and guaranty of task deadlines for employees.
Increased efficiency and control over workers of sales department thanks to the mechanism of creating and planning sales targets and tasks. Possibility to plan salesperson's day and to delegate tasks, setting deadlines and their control by supervisors.
eXant CRM ensures constant and uniform building knowledge about clients. The system enables storing detailed data about the enterprise and contact persons. Detailed information about trade partners, representatives, connections, tasks, sales, finances etc. may be placed on customer record and contact record.
The system allows employees to record each contact with a client (e-mails, letters and documents, phone conversations, text messages, taking part in campaigns etc.). A common information database ensures uniform communication with a given client, no matter which person contacts them.
The system allows employees the access to full knowledge about current products and services. Thus they may (for example during a phone conversation with a client) quickly and efficiently look up updated information regarding up-to-date price lists, defined promotions and discounts. Thanks to that communication with a client is personalized and efficient.
The system also supports managing sales department. It enables planning and assigning tasks and targets to employees, and then their controlling. The functionality of delegating tasks integrated with reminder mechanism ensures that employees will not forget about a planned task such as calling a client, sending an offer or planning a meeting. Thanks to reports, supervisors may control their subordinates on an ongoing basis and monitor sales progress.
The system enables planning and implementing of marketing, e-mail and telemarketing campaigns, and subsequently tracking progress and analyzing results. It is possible to define target groups, the type of campaign as well as registering revenue and costs resulting from the campaign.
eXant CRM has an integrated system of Workflow and a central repository of documents. Thanks to that, in one place many different documents can be stored, such as contracts, offers, orders, and acceptance processes may be managed. Thanks to access control and versioning, employees can look only at those documents and versions which have been made accessible for them.
The system is also a tool for easy knowledge-sharing among employees. eXant CRM gives each worker shared access to information such as product brochures, presentations, procedures etc. Thanks to that, sales department workers always work on updated versions of documents and save time due to using ready-made materials.
The system has automatically updated reports and statistics which helps to control the process of sales service. Additionally, it enables implementing monitoring reports. Defining KPIs and alerts about exceedances causes automatic sending of reports and statements, e.g. in the form of an attachment, to previously defined e-mail addresses or via text messages with a link to the report.
Thanks to an open API, the system enables efficient integration with other business applications, for example of ERP class and external systems. This makes it possible to share knowledge, for example about trade partners, products, orders, finance documents and many others. The system is equipped in ready-made solutions to integrate with such solutions as SAP, Oracle EBS, IFS, MS Dynamics, Sage Symfonia, Comarch, TETA.