IRIS Exchequer CRM...

Sophisticated Customer Intelligence

IRIS Exchequer CRM

IRIS Exchequer CRM provides users with a comprehensive suite of tools including customer service, marketing, sales, support and finance which will improve your company’s ability to communicate effectively with customers and prospects.

From the day-to-day management of your contacts, the tracking and monitoring of all marketing campaigns and sales opportunities, IRIS Exchequer CRM works with other IRIS Exchequer modules to deliver an integrated true customer relationship management solution.

IRIS Exchequer CRM also offer features such as digital telephone integration, sales and purchase ledger drill-down, products and pricing lookups and truly insightful historical analysis.

Creating quotations is easy with IRIS Exchequer CRM, whether your sales team is in the office or out on the road, the products and pricing data held within the IRIS Exchequer customer and stock records can be used. Proposals generated can then be converted into sales orders and are processed by IRIS Exchequer order processing for a simple and efficient system.

IRIS Exchequer CRM is powered by ProspectSoft CRM and is fully scalable and modular so you can select which options are required now, and then add new features and modules as they are needed.

IRIS Exchequer CRM Screenshots

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    • IRIS Exchequer CRM Calls Report
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    • IRIS Exchequer CRM Lead Count
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    • IRIS Exchequer CRM Lead Details
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    • IRIS Exchequer CRM Marketing Campaign

Key Benefits of IRIS Exchequer CRM

• Configurable for any size or type of organisation with a flexible modular approach.
• Capture data on every interaction with every one of your contacts.
• Powerful and intelligent interrogation functionality with dynamic management reporting.
• Comprehensive sales and marketing intelligence; spend your budgets wisely, know what works, analyse marketing campaigns on a cost per lead basis.
• Dynamic integration with Microsoft Office providing full document management.
• Sales force, marketing and field service automation; excellent support for off-line and remote working - take orders whilst ‘on the move’.
• End-to-end order lifecycle, with the ability to raise quotations, orders and invoices.
• Campaign, pipeline and sales lead management.
• Integration with the most widely used telephony systems 'out of the box'.
• Customisable screens; rename fields, labels and modify layouts - ideal for industry specific terms, field masking and multi-lingual operations.

Where IRIS Exchequer CRM Fits In

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