POMeSYS supports links to customer relationship management (CRM) software. TwinPeaks currently links with Zoho CRM. If you use another CRM, please let our team know and we will work with you to build a link.
CRM seeks to attain the following objectives:
- Sales division automation: CRM is used to facilitate and streamline the sales process. The core of the operation is contact for tracking and recording every stage in the sales process for each prospective client, from initial contact to final disposition. Applications also include insights into opportunities, territories, sales forecasts and workflow automation.
- Marketing: CRM is used for initiating, tracking, and measuring the success of marketing campaigns over multiple channels, such as: email, search, social media, telephone, and direct mail.
- Customer service and support: CRM is used to create, assign and manage requests made by customers in order to direct customers to agents. The CRM system can also identify and reward loyal customers.
- Appointments: CRM provides suitable appointment times to customers via e-mail or the web.