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Customer Relationship Management (CRM)

Identify and attract profitable customers; manage the complete sales cycle
A marketing department needs to provide strong leads to the sales group; this may involve a number of activities designed to initiate a relationship with prospects, including advertising, telemarketing, direct mail, special events and more. TRAVERSE Customer Relationship Management (CRM) gives you seamless control of your marketing programs and lets you do an online analysis of their effectiveness.

TRAVERSE CRM then guides your sales team through every aspect of the sales cycle, enabling them to qualify the sales opportunities that will bring maximum revenue with minimum resources and within time constraints. A real-time integration to other TRAVERSE applications provides access to ERP data such as open invoices, sales history, etc.

You can maintain unlimited contact names, methods (phone, email, fax, etc.) and user-defined fields for contacts and contact names. You’ll be able to define campaign types such as Print, Direct Mail, Radio, etc. and maintain your campaign dates, costs and responses. Receive, categorize and refer opportunities, and analyze your campaigns by optionally assigning values and campaign references.


Maintain contact information for customers, vendors, prospects, etc.



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