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R4 CRM integrates customer data, sales, and service processes with ERP and third-party CRM platforms for seamless relationship management.

Product details

R4 CRM by Royal 4 Systems is a fully integrated customer relationship management module within the R4 ERP suite. It empowers organizations to optimize customer engagement by centralizing customer data, sales tracking, and service workflows. Designed for seamless collaboration, R4 CRM integrates with third-party CRM platforms and marketing tools, ensuring a unified approach to managing customer interactions and enhancing business performance.

Features

  • Sales Tracking: Enables real-time tracking of sales activities and performance.
  • CRM Integration: Seamlessly connects with third-party CRM systems for prospecting and marketing event tracking.
  • Mobile Access: Sales representatives can access and update CRM data via mobile devices.
  • Customer-Centric Design: Centralizes customer information for better service and engagement.
  • ERP Integration: Links CRM data with ERP modules for complete visibility across operations.
  • EDI Compatibility: Supports legacy systems like Edifact and modern platforms like Shopify and Magento.
  • Marketing Event Tracking: Facilitates campaign management and lead tracking.
  • Dispatch Tasking: Integrates with customer online access and dispatch operations.

Benefits

  • Improved Customer Relationships: Centralized data enables personalized service and faster response times.
  • Operational Efficiency: Reduces duplication and manual data entry through integration with ERP and external CRM tools.
  • Enhanced Sales Performance: Real-time tracking and mobile access empower sales teams.
  • Scalable Integration: Works with legacy and modern platforms, supporting diverse business environments.
  • Holistic Business View: Combines CRM insights with ERP data for strategic decision-making.
  • Flexible Deployment: Accessible via mobile and web interfaces for remote and on-site teams.