Enquiries: +44 (0)1246 457 150 Support: +44 (0)1246 457 170 Customer Login Search Customer Relationship Management (CRM) Merlin > Software > Customer Relationship Management (CRM) Working with the Contact Management Module, for an enhanced CRM offering, the Customer Relationship Management (CRM) module works throughout the business, populating the user’s diaries with appointments. The user can then see their schedule for the upcoming day, week, month or selected date range. If you have a proactive sales team (including telesales), Merlin can automatically populate the individual’s diary with scheduled appointments for customers and prospects. Your Sales team can then log potential orders against contacts, indicating the estimated close date, order value, potential margin, the current stage in the sales process and a lead source. Providing you with an overview of the sales pipeline and the ability to see what areas are creating the best Return on Investment (ROI). You can also use the CRM tool for your Purchasing Team to chase up deliveries and your Accounts Team can use it to chase payments. Create targeting lists using the Campaign Management feature within CRM. Working with Customers, Prospects and Suppliers, you are able to create lists based upon a series of criteria such as; location, contact or historical sales/purchase data. This can then be assigned to one, or a number of users, for a targeted campaign. These lists can also be exported for use in third party providers such as Marketing Automation platforms. Request Pricing Request Demo Request Pricing Form Full Name * Company Name * Email Address * Post Code * Software Currently Used Number of Users Your message Opt into future email contact? Submit All the information required whatever kind of customer/prospect contact we are doing…360 degree view of the contact means following up customers is so much more efficient than spreadsheets of data or 3rd party CRM systems, with the outlook add-in nothing gets missed. Call Management, Blakeley Profiles LLP All Testimonials Let's work together. Enter your details and we'll be in touch to discuss your project. t: +44 (0)1246 457 150 e: info@merlinbusinesssoftware.com CTA Banner Form Full Name * Email Address * Telephone Number * How can we help? Request Call Back Request Demonstration Request Pricing Information More Information Other How can we help? Company Name * Your Message * Opt into future email contact Submit Merlin Head Office Chatsworth House Millennium Way Chesterfield, Derbyshire S41 8ND Enquiries t: +44 (0)1246 457 150 e: info@merlinbusinesssoftware.com Online Support Form t: +44 (0)1246 457 170 e: support@merlinbusinesssoftware.com Submit online request Merlin Business Software is proudly coded in the UK. Company Reg: 01274874. Merlin Business Software Ltd is a company registered in England and Wales Privacy Policy Sitemap Website by Fifteen.