Engage CRM Pro

Engage CRM Pro is positioned as a comprehensive customer relationship management solution designed exclusively for growing businesses and distributors. According to the vendor, this software offers a range of modules to effectively manage sales and marketing, service operations, ERP, projects, and business insights. It is specifically tailored for small businesses and distributors and caters to sales and marketing professionals, service technicians and managers, operations managers, project managers, and business analysts across various industries.

Key Features

Funnel Management: According to the vendor, users can track marketing leads, interactions, and customer insights in one centralized platform, facilitating easy management of the sales funnel. The software provides progress reports on marketing effectiveness, sales productivity, and individual performance.

Transactional Sales Analysis: The vendor states that the software enables users to measure the success of marketing and sales campaigns. It tracks deal value and conversion cost for each customer, providing data-driven insights to improve campaign performance.

Territory Coverage Tracking: According to the vendor, the software allows users to set territory-based goals and allocate accounts for each territory, fostering healthy competition within the team. It also provides insights into customer behavior based on geography, enabling efficient resource allocation.

Forecasting Upselling Opportunities: The vendor claims that the software utilizes data to identify opportunities for faster, high-value conversions at lower costs. It provides insights that predict sales opportunities at different stages of the sales funnel or in different territories, aiding in the planning of targeted marketing campaigns.

Systematic Installation Service Handling: According to the vendor, the software automatically generates installation service requests with every product purchase. It efficiently manages service pipelines, allocating service personnel and resources to ensure customer satisfaction.

Escalation Management: The vendor states that the software facilitates the logging and escalation of service issues to the relevant parties for prompt resolution. It aims to prevent customer churn by addressing and resolving issues in a timely manner.

Entitlement Management: The vendor claims that the software effectively tracks and manages the resources and instruments required for each service operation. It ensures that field personnel have the necessary tools and resources to complete their service operations.

Visibility of Instrument Service History: According to the vendor, the software tracks and records service updates for every product, providing a comprehensive history of instrument service. This feature aids in better planning and timely service requirements.

Order Management and Tracking: The vendor claims that the software enables users to track the placement, processing, and shipping of every order. It provides real-time order tracking for better visibility and a streamlined order delivery experience.

Inventory Management: According to the vendor, the software assists users in maintaining optimal inventory levels by recording and tracking inventory. It also provides alerts for items that may run out in the near future, helping to prevent stockouts.