Customer Relationship Management

In order to run an effective business entity it is extremely imperative to stay on top of communicating rightly with the people who make your organization run, both internally and externally.

Global Connect Synergy CRM comes fully loaded with these functionalities:

• Customer Details (email, contact, references)
• Address Book
• Search Filters
• Summary of Orders
• Sales invoice
• Cybersecurity

• Sales Lead Management :
  • Setup custom sales stages and sales information
  • Track Activities
  • Multiple sales reports (pipeline, closed, leads, etc.)

• Sales Quotations :

  • Create, save and edit sales quotations
  • Create PDFs of quotations for customers
  • Track quotations by contact
  • Integrated Product Catalog
  • Email quote as a PDF directly from CRM
  • Revise and republish quotes at any time
  • Calculates sales tax and totals

• Sales Order :

  • Support for sales order and sales contracts
  • Multiple store capability with copy feature from store to store
  • Approve orders by customer or individually by order.
  • Decline Orders
  • Customer order decline letter
  • Completion date extension with automatic change of order completion date
  • Ability to view multiple store orders in detail or in summary.
  • Ability to define unlimited customer departments and their corresponding sales representatives as well as payment terms.

• Sales Invoice : Dashboards and visualizations provide organizations with a way to interact with data and understand trends and patterns. These solutions often use interactive charts, graphs, and other visualizations to help users quickly identify key insights and trends.

• Integration with other systems: Advanced analytics and business intelligence solutions may be integrated with other systems, such as customer relationship management (CRM) systems and enterprise resource planning (ERP) systems. This can help organizations get a more comprehensive view of their operations and make more informed decisions.