Priority – CRM & Sales

The functions within Priority CRM & Sales are:

Lead Management

Customer management system tools qualify leads, assign by region and qualification to the right sales reps, and keep track of progress using our built-in Business Process Management (BPM) tool.

Opportunity Management

Use Priority BPM to track timelines, follow up on all opportunity-related tasks and ensure compliance with your approved opportunity management policies (proposal authorisations, etc.)

Account Management

With Priority‘s client management sftware, you’ll get a holistic view of the customer, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging – all consolidated within a single work area.

Sales & Order Targets

Priority helps you create a hierarchy for sales reps using the advanced sales management software.

Target & Forecast Analysis

Sort sales pipeline opportunities by region, timeline, sales rep, product line, quantity and more options. Gather data to generate aggregates in any configuration and drill down for further detail.

Marketing Campaigns

Create, manage and measure campaigns using segmented marketing data.

Reporting and Charting Tools

Create and customise dashboards, report and charts using Priority‘s built in Wizards and Standard Operating Procedures. A customisable homepage shows you your preferred dashboards and can be customised for each user. Integrated Business Intelligence tools let you analyse performance.