CRM
Customer Relationship Management
Strengthen B2B customer relationships with complete account visibility, pipeline management, and service excellence.
VEXPLOR CRM is purpose-built for manufacturing enterprises managing complex B2B customer relationships. From lead qualification and opportunity management through order fulfillment and after-sales service, maintain a 360-degree view of every customer interaction and drive revenue growth through systematic relationship management.
Non-Standard (Before)
Non-Standard (Before)
- Customer data scattered across sales reps personal spreadsheets
- No pipeline visibility or accurate revenue forecasting
- Service requests handled via email with no tracking or SLA management
- Quote generation is manual and inconsistent across sales team
- Lost institutional knowledge when sales staff turnover occurs
Standardized (After)
Standardized (After)
- Centralized customer database with complete interaction history
- Visual pipeline with AI-assisted win probability and revenue forecasts
- Ticketed service management with SLA tracking and escalation rules
- CPQ (Configure-Price-Quote) system with approval workflows
- Institutional knowledge preserved in structured account plans
CRM Customer Lifecycle
Lead Management
Capture, qualify, and score leads from trade shows, web, and referral channels.
Opportunity Pipeline
Track opportunities through customizable sales stages with activity management.
Quote & Proposal
Configure products, generate quotes with approval workflows, and track proposal status.
Account Management
Maintain 360-degree account views with contact hierarchy, contracts, and order history.
Service & Support
Manage service requests, warranty claims, and field service with SLA compliance tracking.
Key CRM Capabilities
Account 360 View
Complete customer profile with contacts, orders, quotes, service history, and interaction timeline.
Pipeline Management
Visual sales pipeline with stage-based workflows, win/loss analysis, and revenue forecasting.
Configure-Price-Quote
Product configuration with pricing rules, discount approval workflows, and e-signature.
Service Management
Case tracking with SLA management, escalation rules, and customer satisfaction surveys.
Activity Management
Track calls, meetings, emails, and tasks with calendar integration and automated reminders.
Analytics & Reporting
Sales performance dashboards, win/loss analysis, and customer lifetime value tracking.
GDPR Compliance
Consent management, data retention policies, and right-to-erasure workflows for privacy compliance.
Compliance & Standards
GDPR
General Data Protection Regulation for personal data handling and privacy rights.
CRM Integration Ecosystem
CRM connects with ERP for order and financial data, SCM for delivery tracking, and Groupware for team collaboration on customer accounts.
Why VEXPLOR CRM
| Traditional | VEXPLOR | |
|---|---|---|
| Manufacturing Focus | Generic CRM adapted to B2B | Built for manufacturing B2B with BOM/config support |
| ERP Integration | Middleware required for order sync | Native real-time ERP data exchange |
| CPQ | Separate CPQ product license | Built-in CPQ with product configurator |
| Service | Separate service management tool | Unified sales and service on one platform |
Manufacturing Focus
ERP Integration
CPQ
Service
Grow Your Customer Relationships
Get a 360-degree view of every customer. Improve win rates, accelerate quotes, and deliver exceptional service.