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CRM / Sales Activity

What Process It Enforces

SpudERP’s CRM / Sales module enforces a standardized sales pipeline:

  • Lead capture, qualification, and nurturing

  • Opportunity management across stages

  • Activity tracking (calls, meetings, emails)

  • Accountability for follow-ups and deal progression

It ensures no deal falls through the cracks and that every lead is systematically pursued.

How It Integrates

  • Marketing Campaigns: Automatically converts marketing leads into CRM opportunities.

  • Quoting: Sales reps can generate quotes directly from opportunities.

  • External CRM Systems: Data sync options available for Salesforce, HubSpot, etc., if hybrid integration is needed.

Data It Collects

  • Contact info

  • Company details

  • Interaction history (calls, emails, meetings)

  • Opportunity value, probability, and close date

How It Drives Action and Efficiencies

  • Automates daily sales tasks and reminders

  • Visualizes pipeline bottlenecks

  • Improves forecast accuracy

  • Centralizes customer knowledge, even across teams

Dashboards and Reports

  • Sales Funnel Dashboard (visual deal progression)

  • Activity Report (calls, emails, meetings completed)

  • Forecast Accuracy Tracker

  • Lead Response Time Report

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