Discover the Versatility of CRM within MKG

Discover the Versatility of CRM within MKG

Management information at customer level can be found throughout MKG. Turnover, delivery reliability, outstanding items. You can easily and quickly retrieve all matters relating to your customer via CRM within MKG. This also applies to your tasks for this customer. And that not only works on your desktop, but also via the MKG App.

Create your personal MKG Homepage

Do you work a lot with CRM? Then set up the MKG Homepage for yourself with relevant CRM-related modules, reports or a dashboard. By saving this homepage as your own view, you always have this personal homepage available at the touch of a button.

Manage relations

In the CRM module you manage all the data about your relations. Not only the address details and contacts, you can also see whether your relation is a creditor or a debtor and what current quotes and current orders there are. On which you can then also click.

Current customer information via dashboards

If your relation is a debtor, you can, for example, link the Debtor Analysis Current Fiscal Year dashboard to this. The number of quotes and quote lines, orders and order lines and the number of order lines resulting from a quote are thus available at a glance. Delivery reliability, outstanding items, the number of payments and the results are also immediately visible.

MKG now contains dozens of standard reports and dashboards, including the dashboard Debtor Turnover in the Past 3 Years. All your debtors clearly arranged by turnover per fiscal year, complete with Pareto analysis. How many debtors determine 80% of your turnover, or how customer dependent are you?

Using the Sales Quote Score Analysis dashboard, you can quickly determine what results you have achieved per relation on your quotes in a certain period. How many orders did you get through your quotes?

The invoice value per week, month or quarter in one overview? With the Invoice Value Analysis dashboard you quickly have access to the invoice data for a specific period.

The dashboard Delivery Reliability Debtors shows how well delivery agreements have been fulfilled based on sales packing slip lines. The assessment is made on the basis of the set threshold values.

Create and manage tasks

In the CRM module you can create a task for yourself (or for your colleagues) on the 'Tasks' tab. A customer visit, a telephone appointment or complaint handling. By recording it here you can link your task not only to relations, creditors or debtors, but also to specific orders or quotes.

Do you have an appointment with a customer? Along the way, consult the MKG App for all real-time data, so that you arrive at the customer's office optimally prepared. Adjustments you make in the app during this visit are then immediately visible in MKG.