CRM 2018-08-22T06:23:56+00:00

WEB CRM

Optimum Tech has developed an integrated solution with SAP Business One, which allows sales & service staff on field to stay connected and access real-time information as and when required. At the same time, they can record and update all their tasks & information outcome from time to time. This keeps office Staff & field staff in sync to achieve their business goals.

Key Features 

  • Online access of real time data to Field staff & Managers

  • Cost effective solution with server based licenses

  • Easy accessibility through Smart phone / Tab / Laptop

  • Sales quotation, order booking & even Approvals are just one click away

  • User-wise access / data control

  • Track leads, activities, service calls: Anywhere / Anytime.

Business Benefits

Analyze customer performance

Receive real-time information on Receivables & A/R aging

Increase sales & service efficiency

Ensure customer satisfaction with on-time decisions

Real time data access

MOBILE CRM

Optimum Tech has developed a Mobile Application which works with SAP B1 allowing sales & service people on the field to stay connected with the core Enterprise application & access or update information in real time mode. All system users are TUNED and perform their tasks on single data source

Create Leads & Update Customer Information

Review Order Status & Outstanding

Provide Quotation on the go

Record Tasks, Activities and Follow ups

Manage Calendar

Stock Check and Alternate Item

Track Location & Route of sales Employee

We’re Here To Help Your Business Blast Off! 

Know More

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