Customer Relationship Management
Experience DGTL's innovative platform merging CRM and ERP, offering a holistic customer perspective. Our seamless data synchronization guarantees precision, aiding informed decisions, and amplifying productivity. Our mobile interface expedites contract approvals and empowers the mobile workforce. Eliminate redundant training costs with our unified CRM and ERP training, saving time. DGTL's solution ensures streamlined workflows, less manual labor, and enhanced customer interactions.
CHALLENGES
Businesses struggle to centralize and manage customer data efficiently, leading to scattered information across multiple systems or spreadsheets.
Disorganized Customer Data
Hampered lead tracking, sales pipeline management, and follow-up processes, resulting in missed opportunities and slower sales cycles.
Inefficient Sales Processes
Restricted understanding in customer behaviors, preferences hindering targeted marketing efforts and personalized interactions.
Limited Customer InsightS
Communication between sales, marketing, and customer support becomes disjointed, impacting collaboration and customer service.
Poor Communication Coordination
Ineffective Reporting and Analysis
Prevented data-driven decision-making, hindering performance evaluation and strategic planning.
Solution
Centralized Data Management
CRM centralizes customer data, ensuring organized and accessible information for efficient management and retrieval by businesses.
CRM automation streamlines lead tracking, sales pipeline, and follow-ups, enhancing team productivity and sales cycles.
Automated Sales Processes
Enhanced Customer Insights
Offer vital customer insights, enabling to grasp behaviors, preferences, and trends for targeted marketing and personalized interactions.
Improved Communication Coordination
Seamless communication among teams, ensuring information sharing and cohesive customer service delivery.
Data-Driven Decision-Making
Detailed reporting and analysis, enabling data-driven decisions, performance evaluation, and informed strategic planning.
Features of Integrating CRM
.png)
Geo Attendance
Allows remote attendance marking with geo-authentication, QR codes, or selfies, providing comprehensive reports for field workforce.
.png)
Distance Monitoring
Monitors on-field staff travel for efficiency assessment and precise expense reimbursement, capturing data silently and offering daily activity reports.
.png){kind=tracking}
Real-time Field Activity Entry
Enables on-field activity input, offering real-time central office data, eliminating paper records, and enhancing performance measurement.
.png)
SMART Data Collection
Provides a mobile app for on-the-go data collection, eliminating paper, enabling real-time sharing, and easy report generation.
Track & Territory Management
Tracks fieldwork with real-time location reports, beat plans, geo-fencing, and travel expense management for efficient field operations.
Conducts simulated security drills to evaluate and improve the responsiveness and effectiveness of security protocols.
.png)
Order and Payment Collection
Enables easy order placement, payment, item selection, discounts, and instant invoice generation, streamlining sales workflows.
.png)
Sales CRM
Records, tracks, and monitors real-time customer activities, providing dashboards, reports, instant capture, and employee geo-location tracking.
.png)
Van Sales Automation
Handles complete van sales, offering smart systems, inventory updates, mobile invoice creation, and streamlined order/payment collection.
CRM Process Flow
Benefits of Integrating CRM Automation Solution
360-Degree Customer View
Integrating CRM and ERP provides a unified customer perspective, enhancing insights and customer-centric strategies.
Data Consistency
Eliminates duplicate data by synchronizing CRM and ERP systems, ensuring real-time and accurate customer information across platforms.
Enhanced Collaboration
Integrated systems improve team cooperation, offering up-to-date data for higher productivity and effective outcomes.
Real-time data aids quick contract approvals and boosts workforce mobility, leading to faster processes and maximizing business opportunities.
Mobile Accessibility
Unified training for CRM and ERP reduces training time and expenses, while automation cuts manual tasks, saving time and resources.
Cost Efficiency
