Precidia CRM

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

Introduction

For Precidia Technologies, SuiteCRM 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 SuiteCRM 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.

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 SuiteCRM

Discover Quick Answers To your Questions

We tailor every installation to each individual customers’ specific business needs.

How does CRM help my business?

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

What can I automate with Marketing Automation?

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.

How do Marketing Automation and CRM work together?

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.

Still have questions about how quixtec can help you?

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(425) 367-9025

Contact Us

contactus@quixtec.com