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  CRM Module Release  
  November 2011  
 
Propella’s CRM development is a tight integration with the Propella ERP system...
 
   
   
 
  Propella wins Targa  
  10 November 2010  
 
Propella provided the power to blow Targa competitors off the road in the recent 2010 Dunlop Targa rally with a first place finish.
 
   
   
 
  Propella with the Warriors  
  16 June 2009  
 
Propella was hard at work as usual on a Tuesday. This time analysing system requirements to correct Lance Hohaia's 'pass to the wing' two fairways across from where he was aiming.
 
   
   
     
  Propella updated on the Web  
  April 2009  
 
We are bright enough here at Propella to know that if you are reading this you have discovered our new Web Site...
 
   
   
     
  Propella on the golf course  
  8 April 2009  
 
The Propella golf team has successfully defended the trophy won in 2008 for the Pupuke Golf Club's 'back-to-front' day...
 
   
   
     
  Propella on the airwaves  
  1 April 2009  
 
You will hear Propella on The Radio Network (TRN) stations Newstalk ZB and Radio Sport from April 2009...
 
   
   
     
  Propella with the Warriors – 1 September 2008  
  1 September 2008  
 
Propella entered a team in the Mad Butcher's Warriors golf day at Huapai on the first day of spring. We were lucky (or unlucky depending whether you liked the conversation or the golfing ability) to have our favourite rake from the Warriors, Ian Henderson join us...
 
   
   
     
 
 

CRM Module Release

Propella’s CRM development is a tight integration with the Propella ERP system. This means that the data structures are developed within the existing database and are therefore readily available to use or be shared with all other modules.
 
There is no need for an export into a CRM sub-system or the synchronisation between two sets of information. An example of this is the storing of contact and customer information which is held in just one place and therefore avoids any double entry or matching with a separate contact database.

Prospects and opportunities tracked through the CRM module have information already loaded when it comes time to turn them into a customer and accept a quotation as a sales order. Memos, emails, documents and phone calls can all be linked and tracked with your service orders, quotes, sales orders and purchase orders. A Propella icon in Outlook lets you choose which incoming and outgoing emails are saved against the transaction.

Although the definition of CRM is ‘customer relationship management’, Propella’s development extends this to general relationship management where contacts and entities (or businesses) can be held for all of the relationships you may have. These may include suppliers, professional organisations and industry prime movers.

Aims and Outcomes

hold and maintain contacts (people and businesses)

  • define the relationships between these
  • assign your own defined classifications, groupings and descriptive information
  • provide a seamless transition between CRM contacts, prospects and customers

track opportunities and promotions

  • prospects and customers
  • integration with communications (correspondence, memo/phone contact, email, ..)
  • integration with Propella ERP (quotes, sales orders, credit control, sales history..)

provide integrated functionality for marketing

  • mail / merge for targeted marketing
  • call cycle data for Sales reps

 
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