Retail · Industry Solution
CRM for Retail
In retail, having store, e-commerce and wholesale channels meet in a single stock pool requires functions to work with accurate, real-time, channel-agnostic data. Bring all of your customer relationships onto one platform. With opportunity and quote management, interaction tracking, email integration and mobile access, you run the sales process around each customer and keep meeting and quote records in one place.
Retail context
Why CRM works differently in Retail
In Retail, omnichannel retail center on sector-specific concepts such as SKU management, store-e-commerce-wholesale channel, price and campaign. In retail, having store, e-commerce and wholesale channels meet in a single stock pool requires functions to work with accurate, real-time, channel-agnostic data.
Qera ERP's CRM module is set up around how the retail sector works: Combines customer segments and purchase history to target campaign and loyalty actions.
- When store, online and wholesale stock is kept separately, the same product sells out in one place while sitting idle in another.
- When campaigns, discounts and price changes are updated by hand across channels, inconsistency and errors appear.
- When customer purchase history is scattered, loyalty and repeat-sale opportunities are missed.
Capabilities
How Qera CRM works in Retail
The core capabilities of the CRM module, described for the SKU and sales channel needs of the retail sector.
Opportunity and quote management
Manage sales opportunities step by step on an opportunity card; track quotes live with statuses such as 'Drafting', 'Sent', 'Awaiting Approval' and 'Accepted/Rejected'.
Digital approval mechanisms
Route quotes automatically to the right managers; shorten approval time by ending paper-based processes.
Interaction management
Record phone, email, in-person meeting and social media interactions as different activity types; reach customer history instantly.
Meeting minutes
Enter meeting decisions, assigned tasks and action items directly into the CRM, so everyone works from the same record.
Outlook and email integration
Email correspondence is saved automatically to the relevant customer or opportunity card; the full communication history becomes accessible from one place.
Mobile app support
Field teams reach all CRM data from a mobile device; they create new activities, take notes and send quotes for approval.
Outcomes
What it delivers for your Retail business
What you see in retail operations once it is set up properly.
- All customer meetings and correspondence are collected in one database.
- Everyone can see which stage a quote is at; approvals run digitally, so the sales cycle shortens.
- Manual data entry decreases, so the sales team has more time for customers.
- The field team reaches up-to-date customer data from a phone.
Explore further
Related pages
Full details of the CRM module, the Retail sector page and other Retail solutions.
Let's plan CRM for Retail together
Get in touch for a demo tailored to the specific needs of the Retail sector.