Customer profiles
Keep customer profiles visible from initial enquiry through fulfilment and follow-up.
CORE1ERP / SOLUTION FOCUS
Customer Relationship Management for Sales and Service Teams
Account teams need shared context on enquiries, commitments, service and outstanding follow-ups.
THE BUSINESS CHALLENGE
The cost of disconnected processes.
Account teams need shared context on enquiries, commitments, service and outstanding follow-ups.
Account teams need shared context on enquiries, commitments, service and outstanding follow-ups. The difficult part is keeping requests, approvals and financial consequences together as work moves between departments.
THE OPERATING PRIORITY
Keep the full customer conversation in one place.
Review customer profiles, opportunity tracking and follow-up ownership in the same operational context, with defined responsibility at each handoff.
CONNECTED CAPABILITIES
Improve Customer Relationships: the work that needs to connect
Four areas to examine when assessing how Core1ERP could support your business priorities.
Opportunity tracking
Bring opportunity tracking into a shared workflow with accountable owners and reliable records.
Service history
Bring service history into a shared workflow with accountable owners and reliable records.
Follow-up ownership
Bring follow-up ownership into a shared workflow with accountable owners and reliable records.
IN PRACTICE
From customer profiles to a recorded outcome
A service request appears alongside the customer record and account history.
01Record the customer profiles requirement with its owner, relevant location and supporting information.
02Connect opportunity tracking and service history to the appropriate review or approval.
03Use follow-up ownership records to reconcile what happened and report outstanding actions.
BUILT FOR CHANGE
What your team can assess in a demonstration
Shared information
See how customer profiles and related information can be accessed by authorized teams.
Practical controls
Examine the review points and approval responsibilities around opportunity tracking.
Connected reporting
Connect follow-up ownership with management reporting and finance where applicable.
COMMON QUESTIONS
Questions about improve customer relationships
How would Core1ERP fit our improve customer relationships processes?
We would map your current customer profiles and opportunity tracking processes, users, locations and approval rules before recommending a configuration. Final scope depends on the modules selected.
Can we begin with customer profiles before expanding?
Yes, a phased approach can start with a defined customer profiles workflow. Data migration, integrations and additional modules would be scoped separately.
What happens when service history needs another team’s approval?
Connected workflows can pass relevant records and status updates between authorized users. We would confirm the exact approval path and required modules during discovery.
LET'S DISCUSS YOUR OPERATIONS
Discuss improve customer relationships with our team.
Bring your current process, reporting requirements and the bottlenecks you want to resolve.