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CRM module now in v4.1

 

We know that your customers want a quality product, at the right price, delivered to the right place, at the right time. Getting all this consistently right is not always as easy as it sounds, which is where good customer service can make the difference between winning and retaining business and losing out to competitors.


Keeping in touch with customers, understanding how they do business with you and being able to follow up on every aspect of your sales cycle is really important to nurturing good customer relationships. If you get this right it will help you grow your good reputation, spot new sales opportunities and your loyal customers will come back to you again and again.

If you have already recognised the importance of this you may already have got as far as thinking about what you can do to improve your customer service. This is where a CRM system can really help.

The good news is that Onesys have designed an integrated CRM module for OrderlineBOX which has just the right amount of functionality for your packaging business. It gives you the ability to track every interaction with your customers and prospects so you can actively manage relationships and make the most of every sales opportunity.

Features:


  • Add a communication record against a Company, Spec or Order so you can see what has been discussed, by who and when
  • Add follow up actions so you don’t miss an opportunity. For example:
  • Schedule a call to follow up a quote
  • Schedule a care call to follow up an order
  • Schedule an email to chase potential new business
  • Auto generate a follow up call when you create a quote
  • Store documents against a Company, Spec or Order for easy retrieval
  • View a Task List by user, or team
  • Review quote to sales conversion performance
  • Check customer sales revenue and order information quickly
  • Extensive drill down and around information
 

The integrated CRM functionality is available free of charge to all customers using the new OrderlineBOX version 4.1. To arrange an upgrade contact Onesys.

We welcome any further suggestions or requirements you may have. Give us a call on 0845 026 2255 or email us at sales@orderlinebox.com. We will be happy to help.

 

What is CRM?


CRM is a business strategy that ensures businesses:
 
 

Quick links

 
Onesys Limited
Systems House, Main Street,
Little Ouseburn, York
YO26 9TD, United Kingdom

Tel: 00 44 1423 330335
Fax: 00 44 1423 339517
Email: info@orderlinebox.com


 
 

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OrderlineBOX is a software solution designed for corrugated box manufacturers. It speeds up and streamlines business processes which leads to increased efficiency. It has proven benefits and helps corrugated box manufacturers win more business.This flexible software is professionally designed and affordable for both small and large sheet plants who manufacture corrugated boxes as well as integrated plants who want an ERP software solution designed for the corrugated box industry.
 
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Company Registration Number in England: 2736089.
Registered Office: Systems House, Main Street, Little Ouseburn, York, YO26 9TD.

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