Seamless Sales & Customer Management with Integrated Workflows

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Servana ERP features a powerful built-in CRM module designed to streamline sales, customer interactions, and business workflows. With an end-to-end sales management system—covering Leads, Opportunities, Quotes, Customer Accounts, Activities, Sales Orders, and Invoices—Servana ensures that every stage of the sales cycle is tracked, automated, and optimized for efficiency.

 

Key CRM Features

 

✅ Complete Sales & Customer Lifecycle Management

• Manage the full sales journey—from initial lead capture to opportunity conversion, quoting, and finalizing the sale.

• Integrated Activities module ensures follow-ups, customer interactions, and team tasks are logged and monitored.

• Real-time tracking of customer history, touchpoints, and transactions for a 360-degree customer view.

 

✅ Intelligent Sales Order Processing

• The Servana sales process begins with a Sales Order, but prior to this, the system dynamically manages:

  • Lead qualification & nurturing

  • Opportunity tracking & forecasting

  • Quote & proposal generation

• Once a Sales Order is created, the system automatically assigns the appropriate workflow based on order type, ensuring that:

  • All required elements are captured.

  • Tasks are properly assigned and completed by the relevant teams.

  • The equipment “Sales Order” serves as the foundation of the deal, managing all services and configurations required for accurate order fulfillment.

 

✅ Customizable & Third-Party CRM Integration

• While Servana’s built-in CRM provides a complete solution, businesses that rely on external CRM systems can still integrate seamlessly.

• Custom workflows can be implemented to access third-party CRM data, ensuring Servana ERP functions smoothly within your existing sales ecosystem.

 

✅ Mobile CRM Access for Sales Teams

• Sales teams can manage leads, opportunities, and customer interactions on the go using the Servana Mobile App.

• Access CRM workflows via smartphone or tablet, allowing:

  • Real-time updates on deals and customer interactions.

  • Instant lead and opportunity creation from the field.

  • Remote sales order processing and approvals.

 

Why Choose Servana ERP for CRM?

• End-to-End Sales Management – Track the full customer journey, from lead to sale.

• Automated Workflows – Reduce manual effort and ensure no deal falls through the cracks.

• Seamless Integration – Use Servana’s CRM or connect with external platforms.

• Mobile-Enabled – Empower sales teams with real-time CRM access anywhere, anytime.

 

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