Know the Customer Behind Every Job.
Manage customers, prospects, contacts, locations and suppliers within the system used to run your print business. ePRO CRM connects account information with the commercial activity surrounding it, giving your team a shared starting point for each relationship.
Product views shown with sample data.
Your Customer Knowledge Should Belong to the Business.
Who normally places the order? Which branch needs the delivery? What work have you previously produced for the account?
These questions should not depend entirely on the person who last spoke to the customer.
Build a consistent account record so colleagues can pick up an enquiry with context, rather than asking the customer to explain the relationship again.
Manage the People and Organisations You Work With.
- 01
Customers and prospects
Maintain records for established customers and prospective accounts. Keep the organisations you are developing alongside those already placing work with your business.
- 02
Contacts and locations
Record the people and locations associated with an account. Support the practical distinction between the organisation buying the work, the contact discussing it and the destination receiving it.
- 03
Commercial history
Review the account’s commercial history within ePRO. Use previous activity as a reference when discussing another requirement, investigating an earlier order or preparing for an account conversation.
- 04
Suppliers within the operational workflow
Manage supplier records alongside customer information. Keep the businesses you purchase from connected to RFQs and purchasing, rather than maintaining an entirely separate address book.
Give Your Team a Better Starting Point.
A customer calls while their usual account manager is unavailable.
The aim should be to continue the conversation—not delay it until one particular person returns. Shared account information and access to related work help colleagues understand the requirements and identify the appropriate next step.
That is the practical value of CRM inside a print MIS: the relationship remains connected to the work.
From Account Information to Operational Activity.
- 01Customer or Prospect
- 02Contact and Location
- 03Estimate
- 04Job
- 05Delivery
- 06Invoice
Supplier relationships support the buying side:
- 01Supplier
- 02RFQ
- 03Purchase Order
- 04Receipt or Delivery
Frequently asked questions
Do customers need a storefront to be managed in CRM?
No. Your team can manage accounts and enter work internally. A storefront provides an additional customer-facing ordering route.
Does CRM include supplier management?
Yes. ePRO includes supplier records that support outsourcing and purchasing activity.
Is this only a sales tool?
No. Account information also supports estimating, customer service, purchasing and the wider operational workflow.
Keep the Relationship Connected to the Business.
Give your team the account information and commercial context needed to handle the next conversation.
