fbpx

Products

CRM

OmniERP Customer Relationship
Management (CRM)

Create a unified view of your prospects, clients, partners, and suppliers,
equipping your sales, marketing, and support teams with real-time data
for delivering outstanding customer experiences and enhancing sales performance.

Make smarter decisions faster and create
better customer experience

What is OmniERP CRM?

OmniERP’s Customer Relationship Management (CRM) solution enables organizations to oversee interactions with existing and prospective customers, partners, and vendors from a centralized platform. It encompasses all the functionalities of a conventional CRM system, including sales force automation (SFA), customer service management, and marketing automation, while also offering features for managing quotes, commissions, sales forecasts, and partner relationships. 

OmniERP CRM ensures a smooth flow of information throughout the entire customer journey—from initial lead to opportunity, order processing, fulfillment, renewal, upselling, cross-selling, and ongoing support.

Compelling and Relevant Experiences

A comprehensive understanding of customer preferences, transactions, and interactions allows sales, marketing, and support teams to provide consistent and pertinent experiences at every touchpoint. Improve the shopping journey through seamless integration between OmniERP CRM and commerce platforms.

Elevate Sales Effectiveness

Empower sales teams with immediate access to prospect, customer, and order information. By integrating sales processes—from opportunity management and upselling to quote management, sales forecasting, order processing, fulfillment, and commission tracking—sales performance is significantly enhanced.

Enhanced Customer Service

Provide all personnel who engage with customers—whether in sales, support, or service—with access to current, real-time information. OmniERP’s comprehensive customer perspective equips your service and support representatives with improved insight into customer concerns, allowing them to deliver a uniform service experience across various interaction points.

Learn How OmniERP CRM Can Streamline
Your Business

Free Product Tour

OmniERP CRM Benefits

Centralized Data Access: A unified data repository encompassing customer information, product details, pricing, discounts, taxes, and more enhances employee productivity and teamwork.

Enhanced Sales Performance: Gain insights into your pipeline and forecasts while optimizing the sales process through a comprehensive quote-to-order, cash, and fulfillment solution.

Efficient Campaign Management. : Simplify the implementation of marketing campaigns across various channels.

Elevated Customer Satisfaction.: Support teams are empowered to access customer information at any time and from any location, thereby enhancing customer satisfaction and retention.

OmniERP CRM Features

Enhance productivity and deliver tailored brand experiences through a unified CRM solution designed for marketing, sales, and service teams.

OmniERP CRM Sales Force Automation

Equip your sales team with streamlined sales processes encompassing opportunity management, upselling, quote management, sales forecasting, order management, fulfillment, and commission tracking. Sales personnel gain insights into all facets of customer relationships, including support cases and essential back-office data such as contracts and inventory levels.

Learn More

OmniERP CRM Marketing Automation

Identify, develop, implement, and assess the effectiveness of marketing campaigns, simplifying the lead qualification and conversion process. Monitor and evaluate a prospect's engagement, recognize when a lead satisfies established buyer-readiness criteria, and promptly transfer that lead to the sales team once it meets your specified standards.

Learn More

OmniERP Customer Service Management

Establish and automate case management workflows, allowing customers to submit inquiries online, track their status, and engage in follow-up communications. An online knowledge repository assists customers in finding the information they require.

Learn More

Partner Relationship Management

Facilitate real-time information exchange between your organization and its partners. Retain comprehensive oversight of all aspects of the partner-centric sales and marketing process, including collaborative marketing initiatives, lead management, sales forecasting, pipeline oversight, order processing, and the management of partner commissions and royalties.

Learn More

Mobile

Access, input, and modify essential customer and sales information directly from a tablet or mobile device. Users can efficiently handle daily tasks such as checking calendar alerts, recording call notes, generating quotes, and submitting timesheets and expenses with the convenience of snap-and-attach receipts.

Learn More

Reporting and Analytics

Integrated reporting, real-time analytics, and role-specific dashboards empower sales, marketing, and service teams to consistently evaluate performance. Sales teams can track personalized objectives, such as performance against quotas and the sales pipeline by stage. Customer service teams can analyze case trends and metrics.

Learn More

“Our current success can be attributed to the integrated CRM and ERP system provided by OmniERP. Without OmniERP, our business would not have achieved the level of growth we have experienced.”

Juniper Thorn, Vice President of Global Sales and Board Member, Terrain Group

Challenges OmniERP CRM Solves

Limited Insight into Lead and Sales Performance. Gain comprehensive visibility into lead, prospect, and customer interactions to better support sales, marketing, and service teams. Misalignment Between Marketing and Sales Efforts. Synchronize marketing initiatives with the sales pipeline by linking qualified leads and sales to specific marketing campaigns. Sales Commission Management. Streamline the management of sales and partner quotas, and automate the processing of commissions and referral bonuses at the end of each month or quarter.

Accelerated Value

OmniERP has distilled insights from tens of thousands of global deployments over the past twenty years into a collection of best practices. These best practices create a straightforward route to success, demonstrating their effectiveness in providing quick business value and ensuring a timely launch on OmniERP. Our intelligent, phased implementations start with sales and extend throughout the entire customer journey, ensuring seamless continuity from sales to services and support.

How Much Does OmniERP
ERP Cost?

Businesses of all sizes, from emerging startups to rapidly expanding enterprises, have transitioned to OmniERP. If you are seeking a more efficient way to operate your business but are concerned about expenses, consider this: Users pay an annual licensing fee for OmniERP, which consists of three primary elements: the core platform, optional modules, and the number of users. Additionally, there is a one-time implementation fee for the initial setup. As your organization expands, you can seamlessly activate new modules and increase user access — a key advantage of cloud-based software. OmniERP CRM is part of the OmniERP platform. Each employee utilizing OmniERP CRM requires an individual user license.
Contact OmniERP Now

OMNIERP CRM
Resources

Data Sheet

Access specifications, features and benefits of OmniERP CRM (Upcoming)

OmniERP CRM For Sales
OmniERP CRM For Marketing
OmniERP For Customer Success