Pro3 Add-on – Customer Information Management

The Pro3 Customer Data Management add-on has been specially developed to meet the needs of construction companies. Typically, sales take place in a separate CRM system that acts as a system for your supply. This add-on gives you access to your building-related suppliers and other parties. For example, these include: investors, authorities or real estate development consultants. Typically, projects are long, several years. In this case, it is important that all information is collected in one place where it is easy to find and utilize.

The main functionalities of the Pro3 Customer Information Management add-on are as follows:

• Sales status view
• Customer-specific sales activities
• Customer basics – contacts, sales and contract materials
• Calendar view
• Versatile reporting features

Finding and managing customer information is often challenging because customer-specific information, documents, and activities are in different repositories, files, and personal data sources such as e-mail or personal files on someone’s computer.

The reliability of sales forecasts can often be questioned when a clear process is either not agreed upon or is not available for everyone to see. The sales process agreed upon with Derigo’s Pro3 customer data management add-on is described in the system and projects are recorded in a uniform manner. This improves the quality and continuity of sales forecasts and provides the best view of future deals.

Getting an up-to-date and reliable sales snapshot can also be slow and tedious. Pro3 reporting views can be used to create views of customer data from different perspectives, e.g. customer, region, business, or vendor.

Utilizing the customer data management add-on makes sure all sales activities are effortlessly stored in the system. Better monitoring allows the sales management to prioritize and direct activities, as well as focus on project management.

The add-on allows you to comprehensively see customer information such as contacts, sales and contract materials. In addition to this, you will see customer specific sales activities such as calls, appointments, and memos. The calendar view also allows you to see any upcoming appointments.

To hear more, please contact:

Ashley Stokes
Head of UK Projects
07527415423
ashley.stokes@derigo.uk.com
Derigo LTD