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Priority Customer Relationship Management (CRM) & Sales

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Code: #23917

Supplier: Priority Software

Priority’s Customer Relationship Management (CRM) & Sales manages and controls opportunity pipelines, customer relations, and sales forecasts, to enhance your company’s interaction with current and potential customers, and ultimately, drive sales growth. With Priority ERP, you can efficiently manage customer data, lead generation, opportunity and account management, sales & order targets, target & forecast analysis, and more.


  • Priority‘s Customer Relationship Management (CRM) module helps drive sales to maximize your business growth by enabling sales teams to optimize daily schedules and prioritize tasks, enhance customer service, facilitate discovery of new customers, boost effective cross- and up-selling of products, simplify your sales and marketing processes, and more.
    Priority CRM consists of two components, marketing automation to manage marketing efforts and pipelines, and Sales Force Automation (SFA) to manage sales reps and channels. Your business will benefit from Priority’s comprehensive customer lifecycle management, from generating leads, to recording price quotes and sales orders, shipping the order, receiving payment, and handling service calls, and repeat orders. Additional customer management tools enable you to track sales performance and order management, including a full suite of customer-related information, including financial, logistical and operational data.

  • Lead & Opportunity Management
    Priority’s advanced customer management tools help you qualify leads, assign leads by region and qualification to the right sales reps, and track sales progress using Priority’s built-in Business Process Management (BPM) tool, to better understand, improve and automate your sales processes. Use Priority BPM to track timelines, follow up on opportunity-related tasks, and ensure compliance with your organization’s opportunity management policies, such as proposal authorizations.
    Account Management
    With Priority‘s dedicated customer account management tools, you’ll get a holistic, real-time view of your customers, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging, and more. Priority account management designates all the tools and strategies you need to build relationships with current and potential customers.
    Sales & Order Targets
    An advanced sales management tool, Priority helps you create a hierarchy of targets for sales reps, rolling up through the regional level, and above, enabling you to define if your team should hit or exceed sales in a given timeframe. Target management tools enable you to set monthly targets for sales reps and customers, and evaluate targets based on orders or invoices.
    Target & Forecast Analysis
    With Priority, you can efficiently slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other values, to accurately estimate future sales, make better-informed business decisions, and predict short- and long-term performance. Analyze real-time data to generate aggregates across any dimension, including product, region, and sales team.
    Reporting & Charting Tools
    Create and customize dashboards, reports and charts using Priority‘s convenient built-in Wizards and Standard Operating Procedures (SOPs). Facilitate easy report and chart generation by configuring and personalizing your home page with dashboards that best fit your job role and responsibilities. Analyze your sales performance, and generate business analysis reports powered by Priority’s built-in BI tools. With Priority, you can generate reports for sales reps and managers, and integrated custom-designed customer reports using Priority’s BPM tools.
    Field Sales App
    Mobilize your field sales team with full access to Priority’s CRM from any mobile device or tablet, anywhere, any time. Off-site sales reps will benefit from end-to-end system functionality, including access to real-time customer and sales information and documentation. You can track sales routes and follow teams’ daily schedules, while your sales reps can access van sales, and pre-sales tasks – right from their mobile device.
    Price Quotes & Orders
    Priority CRM conveniently displays product catalogs, including images, with the ability to update quotes and easily convert them into orders, bill your customers and manage received payment, including access to up-to-date customer credit information. With Priority CRM tools, you can view up-to-date customer ledger and aging data, and make better-informed business decisions.
    Tasks & Surveys
    With Priority CRM, you can automatically assign tasks and/or surveys for sales opportunities or leads, and manage general sales-related tasks and/or tasks for customers, on-the-go, from your mobile device or tablet. Easily report progress on tasks and projects, meetings with customers, and more. Manage contract review checklists, and access and conduct customer satisfaction surveys – all on a single platform.

  • - Control and optimize sales lifecycle
    - Real-time business insights
    - Maximize growth by prioritizing tasks
    - Automate/allocate resource timetables
    - Boost cross- and up-selling of products