BigwigERP CRM module delivers all the basics of Customer Relationship Management tools
expected from a small business.
Are you still importing customer data from all your sales systems into a spreadsheet to bring it all together?
No more! BigwigERP does it for you on the fly. Every customer order is checked to see if the buyer already exists in the system so it can assign the order to them. If no contact is visible, it will create it on the fly and add the order data. One more bit of private data added to your business intelligence.
Centralized Data all the time
Think of the value of having contact data entered one time by the customer instead of staff, eliminating typical typography errors that tend to happen as the date is re-entered manually. How about the value of keeping your customer data to yourself and not shared with another provider like 3PL
If you sell to companies you know their staff changes over time and it’s best to focus on the company rather than the individual when it comes to business intelligence. So, BigwigERP helps you group multiple buyers or staff with one company to centralize order history views and other data. Daily sales data is then easily pushed out to bookkeeping software like QuickBooks for errorless transfer of information in a matter of seconds.
The sales team enjoys basic features like click-to-dial from the contact view and having order history, and average order size. items ordered available on the fly when the customer calls in.
As orders come in from various sales channels BigwigERP checks to see if the contact already exists. if not, it creates the contact and enters the order into the history.
Export to CSV file makes it easy to send filtered lists to your favorite mail marketing system
The contact profile page allows users to quickly get a satellite view of the buyer’s address and other key contact and sales information. The page view provides simple access to historical sales data, order processing, and entering new orders.
Standard CSV import and export facilitates easy management of leads for marketing and business analysis.
Functions in action
add contact
Connect staff with their company