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Lisa CRM
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CRM stands for Customer Relationship Management.

This is the implementation of a strategy to optimise (customer) relations in terms of customer yield and customer satisfaction. A good CRM solution offers you an easy, flexible and integrated working method. It enables your employees to make well-founded decisions, to increase your turnover and offer your customers superior service.

 The CRM module in LISA allows intensive registration of prospects and competitor information, and of extra customer details and their related item groups. A status can be awarded to every prospect in the database within the sales process and one or more market segments. Due to the status you immediately know the steps to take and you get a clear overview of the work that your representatives do (prospects are linked to a specific representative).
Because you can add one or more market segments per prospect or customer, you can organise very specific and efficient mailings. In addition to the division into market segments, you can also divide prospects and customers into regions. The various types of division are almost unlimited.
You can centralise and actively use all information about your competitors via the CRM module.
Not only compare your prices against those of your competitors, you also retain an overview of which competitors sell to which prospects and customers, including their market share in every company. This enables you to accurately assess the competition.

The LISA CRM module has an almost unlimited number of divisions of items into structures/groups; this division is also possible per customer. The groups/divisions can be established freely. For example, you can divide the items into materials and machines, and per customer you can keep track of which item is linked on which machine and what the optimal processing parameters are.
A CRM system contains two types of information: static and dynamic.
Static information is data that is 'reasonably fixed', such as contact details, market segments, competitor details, etc.
Dynamic information is all kinds of actions that are being done or have been done for a customer/prospect. These actions include: visits, phone contact, (current) tenders and orders, (open) complaints, etc.
Customers value personal contact. If you still know exactly how a customer reacted to information from you some time ago, then you know how to react better the next time. It is easy to call up this information from our CRM system.
The power of LISA CRM is that it is fully integrated in the LISA ERP package. As soon as a tender, order, invoice, credit note, complaint, etc. is registered in the ERP package it automatically becomes visible in the CRM application.
The possibilities in the CRM module are very far-reaching. Like every module in LISA, you decide how deep you want to work.



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