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Precidia CRM

For Precidia Technologies, our CRM is highly customized for Quoting, Order Processing and Invoicing.

Overview

Introduction

For Precidia Technologies, our CRM is highly customized for Quoting, Order Processing and Invoicing.

Being a hardware vendor, every unit needs to be tracked properly, and all data should be maintained in an easily accessible way. This is achieved through MAC ID tracking in our CRM and in the shipment system (NetVu) along with view and search customization for easy access.

Return Merchandise Authorization (RMA) is fully implemented within the Order Processing workflow.

Future Enhancement
  • Payment Processing
What we offered

Main Features

  • Custom Products and Line iterns modules
  • Custom Quotes Module with automatic profiling based on customer
  • One time and recurring orders, both are maintained in the system
  • Packing Lists and RMA records can be generated from Quotes as well
  • Custom PDFs for different types of Quotes, Invoices, Packing Lists and RMAS
  • Integration with NetVu for shipment information and tracking
  • Data Migration from old system to our CRM
Frequently Asked

Discover Quick Answers To your Questions

Ask us about our Betta training and support.

Subcontract our team of experts to run the show for a totally hands-off solution. We do all the work, and you get all the glory.

 

See Our Plans

A CRM system centralizes customer data, improves communication, and optimizes the entire sales process, making it easier to manage relationships and close deals faster.

CRM's and Marketing Automation are complex processes. BettaWerks' flexible solution includes training, so your team is on track, organized and happier.

When you own your marketing application platform, you have full control over its features, design, and functionality. This allows you to tailor the platform to meet specific business needs and customer preferences, providing a more personalized experience and happier internal teams who accomplish more and save time with less effort.

From email campaigns and social media posts to lead scoring and customer segmentation, Marketing Automation can handle many repetitive tasks, allowing you to focus on strategy.

More importantly, you have greater control over your data and how it is stored and used. This can be crucial for businesses with strict data privacy requirements.

When integrated, Marketing Automation feeds data into CRM systems, allowing you to deliver personalized messages at every stage of the customer journey and ensuring a smooth handoff from marketing to sales.

However, because QuixTec's solution is open source we can connect you to your backend systems to surface additional information to improve decision making.

You can begin futuristic marketing within 10 to 30 days depending upon the plan you select and whether you are new or migrating from another provider. Migrating data from another provider requires proper planning and execution.

Enterprise plans that include backend data integration, take longer and need requirement gathering and DevOps delivery processes.

Yes, and we can help you, so you don't lose any information or assets.

You should check with your provider because some won't release your data to you. If this happens, we may be able to provide a workaround to get your data another way.

Absolutely! We love helping those who help others. In fact, we've worked with one of the world's largest NGO's for over 14 years!

Call us to discuss your needs and the available solutions we offer to those who qualify.

Still have questions about how quixtec can help you?

Make a Call

(425) 367-9025

Contact Us

contactus@quixtec.com