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 together on a single dynamic platform. Personalize your sales process and never miss a detail with opportunity and quote management, interaction tracking, email integration and mobile access.
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 the reality of retail: 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, framed 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; keep everyone on the same page.
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
Concrete gains that show up in retail operations when set up right.
- Strengthen relationship management by collecting all customer interactions in a central database.
- Speed up the sales cycle by making quote and approval processes transparent.
- Let the sales team focus on the customer by reducing manual data entry.
- Keep your field team always connected and up to date with mobile access.
Explore further
Related pages
Full details of the CRM module, the Retail sector page and other Retail solutions.
Let's shape CRM for Retail together
Get in touch for a demo tailored to the specific needs of the Retail sector.