Want to increase the strength of your sales organisation? Digitalise your sales team with CRM software to immediately see the segments you are successful in. Go for the lowest acquisition cost in combination with the highest customer life-time value.
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|Creation and modification of accounts and contacts
|Use of activities/requests
|Social media integration
|Google Maps integration
|Ability to merge email with account and contact
|Mother/child relationship between clients
|GDPR – anonymisation of personal information (accounts, contacts, employees and users)
|Ability to link contact person to multiple clients
|Ability to create contacts without account
|Flexible adjustment of screens and activities (e.g. blank fields, mandatory fields, drag & drop information blocks)
|Role-based rights for modifying client contacts
|Ability to merge Word with account and contact
|Workflow based on activities
|Integration with Microsoft Office calendar, Word, Excel
|Creation and maintenance of sales opportunities
|Sales opportunity management: pipeline & sales forecast dashboards
|Creation and processing of quotes
|Ability to merge Word with quotes
|Document version management
|Integration between quote and sales opportunity process
|Integration between sales opportunities, quotes and project management process, sales order and sales invoice (promotion of quote to project, sales order or sales invoice).
|Sales opportunity management: Workflow-based phase approval
|Sales opportunity management: Multiple sales opportunity cycles
|Sales opportunity management: Multiple turnover distribution (including split on product (group) turnover, consultancy turnover & service turnover)
|Standard marketing fields on client card (e.g. sector, sub-sector, source)
|Advanced use of blank fields on client and contact cards
|Creation and processing of campaigns where contacts, documents and activities/requests can be registered
|Integration with email marketing solution(s)
|View clients, contacts, sales opportunities, documents and activities/requests
|Process clients, contacts, sales opportunities, documents and activities/requests
|Create clients, contacts, sales opportunities, documents and activities/requests
|'Nearby' function, including card
|Insight into employees
|Document overview and creation
|Request overview and creation
|Available for Android (smartphone/tablet)
|Available for iOS iPhone
|Available for Windows 10 (smartphone/tablet/desktop)
|Scalable solution in the Exact Cloud or your own cloud, or an on-premise solution.
No trial subscription is available for Exact for CRM. You may, however, request an online demo. Your questions will be answered directly by a specialist.
During implementation of Exact for CRM, the consultant will decide which data should be imported and how this will be performed.
Exact applies strict security measures. All data from our cloud products is stored in a data centre managed by Amazon Web Services in Ireland. Everything is stored in an encrypted format, with no involvement from anyone – not even when making an emergency back-up. In addition, all Basic, Advanced and Premium accounts have been protected through two-step verification since 25 May 2018 (GDPR). You can opt for Exact Cloud or On Premise with the Ultimate edition. Exact Cloud has been awarded ISAE 3402 Type II certification. This safeguards the security and continuity of our framework, making the Exact Cloud a secure, future-proof choice.
A range of apps is available for Exact for CRM on iOS, Android and Windows 10. These apps are available specifically for CRM or HRM. A general app is also available that contains all information, documents, workflows and even a social timeline.
Our consultants are Exact experts. It's their job to ensure you get the most out of your business software. They share their product knowledge, offer specific advice and help you set up the software.