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Orion Crm

Orion Crm is a comprehensive easy to use browser based customer relationship management tool, that allows your sales rep. to access critical real-time information about your customers, even whilst out on the road. Orion Crm gives your sales reps a 360 degree perspective of customer relations.

Sales Features

  • Access to sales data by sales team
  • Automatic sales call scheduling based on custom criteria
  • Escalate and reassign leads and automate follow-up activities
  • Assign relevant sales representatives based on sales team
  • Shared Documents by incident
  • Sales Matrix
  • Shared Team Calendar
  • Shared Team Sales Call List
  • Full Customer History

Marketing Features

  • Categorise customers by group or sales area for mail lists
  • Quickly viewe activies, objectives and outcomes
  • Schedule sales call in a timely manner
  • Record call details such as how long was spent with the customer...
  • Build customer questionnaires and campaigns
  • Sales Matrix
  • Forward leads to sales rep.

 
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