CFBS Complete MRO Business Solution eBook - Flipbook - Page 4
4
ProMRO Sales Features
Features and Processes
to Grow your Profitability
Estimates
to Quotes
Quotes
to Sales
Sales to
Service
Complete
Transparency
Customers/
Growth
Real-time Activities and Financials
Proactive Customer Relationship Management (CRM)
A fully integrated CRM allows you to go from marketing through sales to post-sales support – keeping all
the activity visible to your customer service team. All contacts, communications, activities, and emails are
conveniently accessed within CRM. You will have a clear view of what has transpired with a prospect.
Additionally, your customer service team will find the 360-degree view of the customer (including their job
history) especially helpful to address post-sale questions.
CRM Features
Reporting & Dashboards
Integrated Marketing
Lead Management
Service & Support Automation
Customer Self Service Portal
Integrated Document Management
Account and Contact Management
Email Management
