Customer Relationship Management

Build lasting relationships with customers and increase sales efficiency

Effectively manage customer relationships, automate sales and marketing processes, and increase customer satisfaction. Our CRM module gives you the tools to collect and analyze customer data, personalize communication, and optimize sales activities.

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Customer Relationship Management

Effective management of customer relationships is the key to success in every business. Our CRM module integrates all areas related to customer service

From marketing, through sales, to after-sales service. Get a full picture of the client, automate communication, and increase the effectiveness of sales activities.

Benefits

Centralization of customer data: Gather and manage all customer information in one place, which facilitates personalization of communication and building lasting relationships.
Automation of sales processes: Automate stages of the sales process, monitor progress in achieving goals, and effectively manage the sales funnel.
Optimization of marketing activities: Plan and execute marketing campaigns, analyze their effectiveness, and personalize communication with clients.
Improvement of customer service: Ensure fast and professional customer service at every stage of contact, increasing their satisfaction and loyalty.
Data analysis and reporting: Monitor key sales and marketing effectiveness indicators, analyze customer data, and generate reports supporting business decision-making.

We offer comprehensive support at every stage - from needs analysis, through implementation and training, to after-sales service. Integrate our system with the remaining ERP modules in your company and gain full control over the processes. Contact us to learn more and optimize customer relationship management in your company.

Business results

Full customer interaction history

Gain access to all customer information - from the first contact, through conversations and meetings, to purchases and after-sales service. This allows for personalizing communication, building lasting relationships, and increasing customer loyalty.

Effective sales management

Our CRM enables effective management of leads and sales opportunities, planning activities, monitoring progress, and automating many sales processes, giving your sales representatives the tools for effective work and achieving better results.

Data consistency and streamlined information flow

The CRM system integrates with other Gardens Software modules, such as the document module, financial and accounting module, or warehouse module, ensuring data consistency and streamlining information flow throughout the organization.

Data consistency and streamlined information flow

The CRM system integrates with other Gardens Software modules, such as the document module, financial and accounting module, or warehouse module, ensuring data consistency and streamlining information flow throughout the organization.

Contact records

Organize and have easy access to all information about your current and potential clients in one place, which allows for better relationship management and effective communication.

Nowoczesne podejście do zarządzania bazą danych firmy, z zarządzaniem osobami i firmami:

Retrieving contractor data by NIP from the GUS system
Multi-level definition of contact structures, division of contacts into natural persons, branches, enterprises
Mechanism securing against importing duplicate contacts into the system
Access to all sales, purchasing, and accounting documents of the contractor from the level of their record

Calendar management

Efficiently plan meetings and tasks for the entire team, avoid deadline conflicts, and have full control over the work schedule, which increases productivity and the effectiveness of sales activities.

Wspólny system dla twojego przedsiębiorstwa do zarządzania terminarzem, planowania spotkań i nie tylko.

Ability to create calendar events visible to selected system users
Integration of the Gardens system calendar with the calendar in your email program
Ability to automatically create calendar events by the system related to the chosen business process, e.g., creating a reminder about an offer's expiry date, notification about a change in document status, etc.

Analysis of sales progress

Monitor the effectiveness of your sales team, identify strong and weak sides, gain valuable data to optimize sales strategies, and achieve better results.

W jednym miejscu, możesz mieć pełny raport wyników firmy, z filtrami oraz analizą.

Ability to analyze the budget realization of the entire company, individual branches, and individual sales representatives
Ability to create multiple budget versions for data across different periods and their parallel analysis
Scope of analysis with accuracy up to the month, quarter, year, etc.

Sales analysis by client

Understand your clients' purchasing behavior, identify the most profitable relationships, personalize offers, and increase sales by effectively tailoring activities to the client's needs.

Ability to analyze revenue, flow, and sales amounts
Scope of analysis with accuracy up to the month, quarter, year, etc.

Gardens ERP

Software tailored to your business needs.

Contact records (companies and employees)

Retrieving contractor data by NIP from the GUS system

Multi-level definition of contact structures, division of contacts into natural persons, branches, enterprises. Assigning people to branches and enterprises.

Mechanism securing against importing duplicate contacts into the system

Definition of contact characteristics for analysis (e.g., industry, retail clients, etc.)

Division of contacts into suppliers, buyers, employees

Access to all sales, purchasing, and accounting documents of the contractor from the level of their record

Ready-made sets for printing documents with the printout of the contractor's balance and any outstanding receivables or liabilities

Sales analysis by client

Ability to analyze revenue, flow, and sales amounts

Scope of analysis with accuracy up to the month, quarter, year, etc.

Integration with Outlook email

Contextual opening of the email program as a result of a system operation, e.g., Microsoft Outlook

Integration of the Gardens system calendar with the calendar in the email program

Application for mobile devices / access via browser

Viewing the CRM module contact base from a web browser or a smartphone/tablet application

Ability to create calendar events from a web browser or a smartphone/tablet application

Contextual opening of the email program as a result of a system operation, e.g., Microsoft Outlook

Calendar management (meeting planning)

Ability to create calendar events visible to selected system users

Integration of the Gardens system calendar with the calendar in the email program

Ability to automatically create calendar events by the system related to the chosen business process, e.g., creating a reminder about an offer's expiry date, notification about a change in document status, etc.

Analyses of sales progress of the sales department

Multi-dimensional analyses of the realization of assumed sales budgets. We can analyze the realization of the budget of the entire company, individual branches, and single sales representatives

Ability to create many versions of the budget for a given period and their parallel analysis

Scope of analysis with accuracy up to the month, quarter, year, etc.

ERP Program for Customer Relationship Management

Our ERP program for customer relationship management allows for the gathering of agreements and other documents signed with the data. It allows for a very quick search of both recorded documents, in completed transaction realization or ongoing cooperation. At any time, you can check whether the work carried out is proceeding properly. This is also important in the event of any controls or disputes with the client.

Maintaining long-term relationships with the client

Maintaining long-term relationships with clients has a huge impact on punctuality. Our software allows for monitoring the progress of ongoing work and determining when they will be executed. The system informs about completed orders, those currently being executed, and those only planned. The continuous update of data to the program allows for effectively avoiding omission of any of them. The system informs about upcoming deadlines for individual tasks and indicates who was assigned to them.

Detailed information on clients and contractors

Our CRM ERP system allows for the gathering of not only agreements but also detailed information about the entity. This includes contact details, NIP number, and details taken from the register, current realization, and employees working on the cooperation topic. The user can check, for example, if the client has realized an agreement or if they have made payments on time. This is particularly important in the context of cooperation with subcontractors, on whom the image of the company also depends.

Information existing in the system is available only to a few people. There is an option to grant access to specific data - e.g., only to the person responsible for a given position. They do not have to exchange information with other people. Employees can independently read the data they are interested in, which speeds up the ordering process.

Company transaction analyses

Our CRM ERP system for customer relationship monitoring allows for the visualization of completed transaction data in the form of charts. They allow for easier observation of weaker and stronger points, which translates into better sales planning. The user can also filter only the data they are currently interested in. The information is presented in colorful charts, which can also be used, e.g., in preparing for training.

Analyses generated directly affect the company's revenues. Based on this, it is possible to determine the direction in which it is worth investing in the coming months. It allows for the easy elimination of potential errors that negatively affect profits or punctuality. Appropriately analyzed charts provide valuable knowledge necessary for business development.