Customer Relationship Management (CRM)

CRM is a customer relationship management solution that provides an efficient method for managing the entire sales process within SyteLine, from customer lead origination and sales opportunity tracking through converting prospects to customers and placing the order.

SyteLine’s built in CRM will empower sales, marketing, and customer service teams with information they need to develop winning sales strategies.

Increase revenue by reducing the overall sales cycle with effective management of customers and prospects.

Effective use of SyteLine CRM functionality will enhance

• Marketing through reliable campaign tracking
• Sales professionals will be able to plan and prepare for the specific needs of their potential and current customers
• Generate and follow up on Estimate Orders to increase conversion rates
• Keep reliable contact information to enable maximum growth potential
• Maintain territory information, the SIC code, company revenue and number of employees for each customer
• Cross reference your sales contacts with customers and prospects
• Assist prospects and customers from initial interest through order placement using the Prospects and Leads forms

Already have a CRM application that works for your team? Learn more about SyteLine’s integration