EliteCRM

EliteCRM for Manufacturers

Streamline and optimise your business processes with EliteCRM for holiday home manufacturers and suppliers

EliteCRM for Manufacturers is a fully scalable product to support future manufacturing growth and improved business efficiencies by having all sales, marketing, customer service & field service information in one easy-to-use automated platform.

Built on the latest Microsoft Dynamics 365 technology, EliteCRM for Manufacturers has been designed to improve supply chain management and visibility, simplify processes, maximise customer engagement, empower employees to work more efficiently and increase sales conversion, for maximum profitability.

Developed with holiday home manufacturers in mind, our software solution will transform your core operations and improve your customer’s experience by guiding your sales team through the journey of prospect to established customer, and beyond.

Elite CRM for manufacturers can be fully integrated with any existing systems – from finance to customer service and administration platforms like Office 365 – and is powered and backed up by the latest Microsoft Dynamics technology. Cloud-based and mobile-enabled, real-time customer or supply chain information can be accessed anytime and from anywhere.

sales and leads

Sales Management

Improve the efficiency of a sales cycle using best practice and powerful sales automation.

Gain clear visibility of customer buyer behaviour and identify opportunities
Manage B2B and B2C sales processing
Sales lead capture automation
Integrated DocuSign
Prioritise sales leads using lead scoring, based on behaviour, segmentation, and time
Reduced administration with automated task management
Enhance your sales strategy
Enhanced sales insight & reporting
Nurture leads with advanced lead segmentation
Boost business efficiency with access to data from any device

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marketing

Marketing

Enhance the customer experiences with targeted, relevant marketing material throughout different stages of their customer journey.

Manage events and campaign ROI against actual sales
Report on email open rates, click throughs, unsubscribes & bounce rate
Create marketing lists
Design, distribute and analyse customer feedback surveys
GDPR Compliancy
Automate customer journeys based on marketing interaction
Gain insight into website activity and engagement

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customer service

Customer Service & Warranty

Maintain a competitive advantage with improved relationship management that exceeds expectations.

Customer and park analysis
Warranty claims processing
Chargeable claims processing
Feedback and problem
Automated data capture
Integrated web forms
Warranty to sale identification and management
Unit and model details capture

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Field Service

Deliver exceptional customer experiences using Field Service to dispatch the right resource at the right time to the right place—with all the tools to succeed the first time.

Complete more service calls per technician per week
Case to work order processing
GPS tracking
Inventory management
Resource skills for intelligent resourcing
Resource tracking
RMA’s / RTV’s management
Reduce travel time, mileage, and vehicle wear and tear
Organise and track resolution of customer issues
Communicate an accurate arrival time to customers
Provide accurate account and equipment history to the field services team
Keep customers updated with the status of their service call and when it’s resolved
Schedule visits when it is convenient for the customer

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Automation

Extend your customer relationships management (CRM) with a robust and easy-to-use marketing automation platform.

•Automated resource management, allocation & scheduling
Activity & task management
Microsoft Word, Excel and Outlook integration for maximum communication, appointment & task management
Automated case creation to process feedback, problems, and complaints
Automated reporting and analysis

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reporting

Reporting & Analytics

Access easy to understand information about your business’s financial performance and transform the findings into actionable decisions that will directly impact your bottom line.