deltaCRM

In the context of your ERP or financial system, one can think of deltaCRM as a "future view" into your income stream as opposed to a "historical view" of income.

deltaCRM is also a future view of trends and events that will be the main indicators of your income and profit metrics.

Features of Delta CRM in one organization:

The CEO and CFO will use the deltaCRM dashboard to monitor these key indicators.They may look for changes to generate prospects, create opportunities, or channel values ​​to find the initial indicators of future problems to the top line. This will enable a proactive approach to managing the business.
A Sales leader will have access to a sales reporting tool. They will need to look at the activities of each salesperson or team and track issues that might affect income such as area coverage, customer call activity, prospect conversion ratio, and opportunity closing rates.
A marketing leader needs to track marketing and campaign activities and adjust the marketing plan according to the success or failure of the activity.
A Customer Service leader will need to see which of their people is the most efficient in closing cases, be aware of cases that exceed the expected time to close, and monitor escalation.
The Product Manager needs to monitor the Case to understand any product defects, support trends, or feature requests that can lead to improved products and services.