Customer relationships
CRM provides a working resource for organising customer information and sales follow-up.
AgroPlus: connect customer relationships with sales operations.
CRM, sales follow-up and stock management: a scope connecting customer information with an agro-industrial business’s operations.
The starting point
The AgroPlus case concerns CRM adapted to the business and automation of its sales workflow. It connects customer follow-up with sales and stock information.
The engagement scope
Sales workflow
The engagement covers connections between customer relationships and the stages of the sales process.
Stock information
Stock management is part of the scope presented, connected with sales follow-up needs.
Connecting the parts of the project
This case brings together two topics often handled separately: customer knowledge and product availability. Its scope illustrates the connection between CRM, sales processes and operational information.
We needed to connect customer information, sales follow-up and stock more clearly. With Excellia, we approached these topics as one business workflow. This helped us clarify how teams find and share information.