Centoro CRM

A single system for managing clients, sales opportunities and sales representatives’ activities.

Centoro CRM It streamlines sales at B2B – from the first lead and sales opportunity, through tasks, meetings and contact history, right through to quotation preparation, activity reporting and integration with B2B, SFA and the ERP system.

  • Sales funnelopportunities, stages, values and priorities
  • Customer basecontacts, supervisors and a complete history of the relationship
  • Activitiestasks, meetings, phone calls and follow-ups
  • Reportingthe sales pipeline and the sales team’s activity
Centoro CRM — main panel

The sales process is visible from the first point of contact right through to the next step.

CRM It provides sales staff with a single platform for managing clients and opportunities, whilst enabling managers to monitor the pipeline and ensure the team works systematically.

  • 01

    Lead and sales opportunity

    A new prospective customer enters the sales funnel at a specific stage, with a specific value and a designated person responsible for the next steps.

  • 02

    Customer story

    Contacts, notes, arrangements, quotes and activities remain linked to a single customer file.

  • 03

    Tasks and follow-ups

    The sales representative plans phone calls, meetings and next steps, ensuring that opportunities don’t get lost amongst messages and notes.

  • 04

    Pipeline inspection

    The manager can see the team’s activity, the number of opportunities, their stages and the next planned sales activities.

Key features of the Centoro CRM

A solution designed for sales at B2B, where the focus is on systematic collaboration with clients, process control and quick access to a complete history of the client relationship.

  • Sales funnel

    Managing the stages, values and status of sales opportunities.

  • Customer and lead database

    A central hub for customer data, contacts, account managers and potential opportunities.

  • Tasks and meetings

    Planning phone calls, appointments, follow-ups and tasks for sales staff.

  • Contact history

    A complete record of conversations, notes, agreements and activities relating to the client.

  • Customer map

    Planning sales representatives’ routes and improving the organisation of work in the regions.

  • Activity reporting

    A clear overview of sales staff’s work, the number of contacts, meetings and follow-up actions.

  • Quotations from CRM

    Preparing quotations and commercial proposals directly within the system.

  • Integration with ERP, B2B and SFA

    A seamless flow of information between the sales team, the B2B platform, the mobile app and the company’s internal system.

  • Email and calendars

    Synchronisation of email, calendars and work with Outlook and Google Calendar.

See what everyday work with Centoro CRM is like.

This brief presentation highlights the main features of the system: managing the customer database, sales opportunities, tasks and the information required by the sales team.

  • A single place for customers, opportunities and contact history
  • Planning future actions and follow-ups
  • Sales team performance reporting
Centoro CRM — a presentation of the system

CRM works with data from across the entire organisation, rather than creating yet another separate database.

The ERP system remains the source of company data, whilst the solutions at Centoro utilise this data in specific sales processes. As a result, Centoro CRM can link customer relationships and sales activities with information also used on B2B, OMS and SFA.

  • The client and their history, all in one place
  • Alignment with the sales process at B2B and the work of sales staff
  • Without having to manually transfer data between systems
ERP system products prices states business partners documents
  • Centoro B2Bonline wholesale
  • Centoro OMSorder processing
  • Centoro CRMcustomer relationships and history
  • Centoro SFAfield sales representative role

CRM designed with the realities of sales in mind B2B.

The system is ideal for situations where there are many business clients, recurring contacts and a longer sales process, which require consistent effort from the whole team.

  • Manufacturers and distributors

    Companies that sell B2B through their own sales team and require a shared customer history.

  • Retail groups

    Organisations that manage multiple leads, quotes, tasks and meetings at the same time.

  • A long sales cycle

    Processes in which numerous contacts, follow-ups and arrangements are required to close a sale.

  • Exiting Excel and Notes

    Companies that want to reduce the fragmentation of information across spreadsheets, email inboxes and personal notes.

Start with CRM. Develop further processes using shared data.

Centoro CRM It can be used as a standalone tool for the sales team or as part of an environment comprising B2B, OMS and the SFA application.

Find out how Centoro CRM can streamline the sales process in your company.

Discuss with a consultant how to manage leads, customers, tasks, quotations and reporting, as well as the integration of CRM with other systems.

View the presentation at CRM Book an appointment with a consultant

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