sign upManaging Sales and Marketing in the e:corg CRM System
Overview of the CRM System and Its Capabilities
Speaker: Cristina Mazilu
Cristina provided participants with a comprehensive overview of how the e:corg CRM works and highlighted its main strengths:
- managing customer interactions and communication history;
- configuring and running marketing campaigns;
- handling sales opportunities and contracts;
- monitoring financial indicators and sales performance.
Throughout the session, practical examples were shown for tracking sales, generating reports, and managing commercial processes.
Price Lists and Marketing Activities Management
Key topics:
- Creating and updating price lists with the ability to import data from Excel files.
- Organising marketing activities: events, newsletters, participation in trade fairs.
- Viewing price history, demand trends, and converting leads into orders.
- Monitoring the performance of sales agencies and marketing channels.
Cristina demonstrated how e:corg’s analytics tools help manage marketing strategies and evaluate results in real time.
Customer Profiles and Segmentation
Discussion highlights:
- Managing customer records with contact and financial data.
- Tracking interaction history: calls, meetings, planned activities.
- Using flexible segmentation tools by dynamic or situational criteria.
- Generating detailed reports based on defined segments.
These features enable you to personalise client relationships and optimise communication.
CRM Marketing: Campaign Management and Analysis
During the CRM Marketing module demonstration, Cristina explained:
- How to filter data by time periods and analyse trends.
- How to change the interface language and configure reports.
- What loyalty and stock forecast reports are available.
- How to integrate external data sources, including website forms.
This functionality supports in-depth analysis of campaign performance and marketing optimisation.
Managing Orders, Contracts, and Sales
Practical section:
- Step-by-step creation of a sales order and issuing the invoice.
- Registering sales offers and contracts.
- Setting up sales terms and monitoring compliance.
- Analysing agent activity and sales through integrated reports.
This part demonstrated how e:corg CRM unifies every stage – from lead to billing and financial records.
Assigning Tasks and Collaborating in the System
In the final part of the session, the discussion covered:
- How users can receive and track assigned tasks and responsibilities.
- How access rights and activity visibility are configured.
- What the differences are compared to other platforms.
- The possibility of scheduling customised demonstrations to match specific needs.