The SAM CRM system provides a centralised and structured platform for managing leads, sales opportunities, and customer relationships within the SAM Service Manager system. It enables organisations to capture, track, and convert sales activity into profitable, long-term customer relationships while maintaining full visibility across the entire sales lifecycle.
Designed specifically for service-based and technology-driven businesses, the SAM CRM system integrates seamlessly with service management, contracts, invoicing, and support workflows if required. Ensuring that sales and operations teams work from a single, consistent data source.
Lead Management
SAM CRM allows organisations to record and qualify new leads from multiple sources, including marketing campaigns, website enquiries, telephone calls, and referrals. Each lead can be assigned to a salesperson, prioritised, and tracked through defined qualification stages.
Key lead management features include:
- Capture and storage of prospect contact details
- Lead source tracking and campaign attribution
- Lead status and scoring
- Task and follow-up scheduling
- Full interaction history
This ensures no potential opportunity is overlooked and every enquiry is handled professionally.
Opportunity Management
Opportunities can be tracked through configurable sales stages, allowing sales teams to:
- Forecast revenue
- Identify stalled or high-risk deals
- Prioritise high-value opportunities
- Monitor individual and team performance
Each opportunity can be linked to quotations, contracts, and projects, providing a seamless transition from sale to delivery.
Customer Management
The SAM CRM Module maintains a complete record for every customer, including contact details, communication history, contracts, assets, and support activity. This provides a 360-degree view of the customer relationship and enables teams to deliver consistent, informed service.
Customer records are shared across SAM, ensuring that sales, support, and accounts teams always work with accurate and up-to-date information.
The SAM CRM System empowers businesses to manage and analyse Leads, Opportunities and customer interactions at every stage of the sales lifecycle. From initial contact to post-sales support, fostering strong relationships, as well as boosting retention efforts, the platform drives sales growth. Leveraging insightful data and analytics, SAM enables businesses to tailor offerings to meet evolving customer needs, thereby helping to optimise strategies and achieve success in today’s competitive marketplace.
Customer Relationship Management enhance customer satisfaction, loyalty, service efficiency, and sales effectiveness by enabling businesses to tailor offerings and manage interactions based on accumulated customer data.
