EXO CRM has many key features that will enhance the operational efficiency of your business:
- Marketing campaign capability - users are able to manage their marketing campaigns as a complete end to end process including tracking campaign costs and return on investment;
- Re-usable contact lists – lists can be created using any segmentation requirements for use in marketing communications or bulk contact needs such as calling overdue debtors;
- Social CRM features – Social media integration capabilities deliver a true 360-degree view of your customers and prospects while enabling you to better engage with key stakeholders in a compelling manner;
- Live integration with EXO Finance – enables access to real-time, accurate customer information including opportunities, orders and pricing arrangements – anywhere, any time;
- Contact management - a comprehensive view of all clients and prospects interactions with the company including their transaction history with a company;
- My Day tool – a customisable space that allows you to view all your activities including tasks, opportunities, pipeline, orders and sales performance;
- Sales performance analysis - fully customisable tracking of sales performance;
- Real time stock management - offers live, accurate an up to date information, allowing for rapid response times to customer queries, and
- Sale budgets - ability to set realistic, and accurate sales budgets using historical sales data.
Sales staff efficiencies can be further extended with EXO Business OnTheGo Application - to securely connect to EXO Business to better and more efficiently manage the entire quote and order process.