SOLUTIONS
Logo Edge CRM groups customer conversations, quotations and sales progress around the customer record. We configure stages, user responsibilities and information from the ERP around the way the sales team works.
Contact usWhen conversations stay in personal notes and proposals in separate files, the team loses a shared view of each account. Edge CRM suits teams that need customer history, sales opportunities and follow-up work in one place. Support processes depend on the selected package.
Notes, correspondence and quotation documents can be associated with the customer record. A salesperson taking over an account can understand what was discussed and offered, instead of starting with the latest balance alone.
Quotation preparation and approval let the team work on the same commercial record. Opportunity and task management depend on the package. A team issuing straightforward quotations has a different requirement from one managing a long sales cycle.
Integration can make account, stock, order and risk information available to sales. The team can compare a commitment to the customer with the commercial record. Implementation defines which system owns each field and how changes travel between them.
Edge CRM centres on the customer relationship, quotations and sales progress. Cloud Sales Platform focuses on dealer and field transactions such as orders, pricing and collection. The starting point depends on whether relationship management or transaction execution is the main need.
WORKFLOW
Keeping customer history and quotation status together helps the sales team see what remains open.
Basic, Standard and Enterprise do not provide identical capabilities. Support records, advanced tasks and application development belong to different levels of the offering. A customer service team joining the system changes the required scope beyond sales screens alone.
We review duplicate customer records, quotation statuses and follow-up responsibilities. Records and stages follow the team’s process, with the scope of ERP account, stock or risk information defined during setup.
Yes. Logo uses Logo Edge CRM as the current product name. For an existing installation, its version and package still determine the available scope.
No. CRM manages customer relationships and sales activity. The ERP retains responsibility for invoices, stock transactions and accounting entries; integration relates those records to the sales process.
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RELATED SOLUTION
VibeCRM brings customer conversations, open opportunities, quotations and support records into one workspace. We configure record fields, sales stages and user roles around the way your team works.
IMPLEMENTATION AND SERVICE
We develop services that move records between ERP, payroll, field and internal applications. For each order, despatch note or employee record, we define the source, mapping, transfer result and error handling as parts of the same connection.
Tell us where conversations and quotations are tracked today. We will review the package and setup scope.
info@vibebilisim.com +90 (850) 242 84 23