Cav CRM

CAV CRM is a system for managing and documenting customer activities, from initial contacts with a potential customer; to regular, ongoing customer contacts and business activities.

CAV CRM is fully integrated with both the ERP and Financial systems.

This integration encapsulates many advantages:

  • Work without interfaces between systems.

  • A uniform work screen for the entire system.

  • Online retrieval and updates.

  • Comprehensive customer history on a timeline.

  • Flexible addition of activities/information screens.

The CAV CRM system manages all of the organization’s relations with its customers from one unified screen all the way through, with a possibility of retrieving and updating data online.

Entry From One Work Screen:

  • Marketing Activity
  • Slaes and Operations Activity
  • Online Information

Marketing

The CAV CRM system makes it possible to manage all of the company’s relations with its customers, from the time when they are potential customers until they become regular customers. 
Managing all pre-marketing activity makes it possible to control all sales personnel activities in the organization, including managing meetings and memos.  The system enables integration of all these activities in the customer’s file, when the latter becomes a regular customer of the company.
It is also possible to conduct marketing activities, such as managing visits to regular customers of the company, and documenting these activities in the CAV CRM system.

Sales and Operations

CAV CRM handles all marketing/operations activity vis-à-vis customers who are usually handled by the ERP systems, including:

  • Executing orders
  • Delivery notes
  • Invoices
  • Work guidelines
  • Receipts and more

And all from one work screen!

Online Information

CAV CRM enables the person maintaining contact with customers to receive information online on all subjects relevant to a customer/item.  Information can also be added/removed by parameter, according to the type of customer and authorizations.

Managing pre-marketing activity makes it possible to control sales personnel activities in the organization, including managing meetings and memos. The system enables integration of all these activities in the customer’s file, when the latter becomes a regular customer of the company. It is also possible to conduct marketing activities, such as managing contacts and visits to regular customers of the company, and documenting these activities in the CAV CRM system.