CRM Made With Metals In Mind!
Customer Relationship Management (CRM) software is all the rage these days, but if you’ve tried using an off-the-shelf program like Microsoft CRM or Salesforce, you’ve felt the frustration of dealing with (and most likely paying a steep price for) an application that’s not integrated with your chosen ERP system and not built for your industry.
If that’s the case, we have exactly what you need!
That is precisely why we created Dragones CRM, your ultimate solution for seamless customer management. We work in the metals industry and understand the unique pieces of data that are important to you and your customers. For instance, a generic CRM won’t track tonnage, but Dragones will!
Whether you’re on a mobile device or desktop, you can effortlessly access and update customer details, log interactions, schedule appointments with integrated calendars, and collaborate efficiently with note sharing. You can even create rules-based workflows, ensuring proactive customer engagement. Imagine if your sales team was automatically reminded to follow-up with a customer on large sales, or a lack of activity in a given time period!
You outside team can even add customers to defined routes or build a new route on the fly. With our integration to Google Maps, your team will be able to plan the most efficient routes no matter where they start and end their day.
Another feature that truly sets Dragones CRM apart is its deep integration with industry-specific ERP systems. We currently have integrations with Eniteo, Steel Plus, Capstone, Metaltrax, and more on the way! It’s the only CRM that gives your team line-level visibility into quotes and orders from your ERP system.
Below are just some of the features to help your sales team thrive:
Companies
Manage your sales and marketing efforts by tracking your customers and prospects and the individuals who work for them. You will also be able to view revenue and profit by company and create forecasts and track performance against them.
Activities
An “activity” is any interaction with a customer. Activity types such as “face-to-face meeting” or “telephone call” are user-definable. Dragones CRM tracks upcoming and historical customer activities. Notes can also be associated with activities. Since it’s integrated with your ERP system, Dragones CRM can automatically generate activities based on predefined rules such as:
- A thank you note must be sent upon receipt of an order of $10,000 or more
- Every customer must be visited face-to-face at least once a year
- Any customer that has not requested a quote or placed an order within the last 30 days must receive a call
- Every customer that has not placed an order within the last 90 days must receive a call
These are just a few examples, you’ll have the ultimate flexibility in building the workflows you need.
Notes
Radically improve your team’s communication and collaboration using Dragones CRM’s robust notes functionality. You can require other users to read a note and users can specifically respond to a note or add a comment.
Security
We understand that you’ll need to prevent some users from seeing certain information, so we’ve built security into Dragones CRM. For example, you can restrict a user from accessing companies or viewing the notes and activities for companies that he or she is not associated with.
Your data is safely and securely stored in Microsoft Azure’s cloud making it easy to access anywhere. Data is also encrypted in transit using SSL technology.
Leading Edge Technology
Dragones CRM uses a Microsoft SQL Server database. HTML5 and CSS3 are used in all web front-end code. This allows for lightning-fast screen loads with the most modern controls.
